Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
497+ 24.39% |
$243K - $300K
|
2.54K
$1.5M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-285- 1.06% |
$139K - $172K
|
26.7K
$15.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
5+ 0.13% |
$2.44K - $3.02K
|
3.81K
$2.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.17K- 30.16% |
$1.06M - $1.31M
|
5.02K
$2.97M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-653- 1.72% |
$319K - $395K
|
37.3K
$22M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
793+ 1.63% |
$387K - $479K
|
49.3K
$29.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
478+ 22.68% |
$233K - $289K
|
2.59K
$1.53M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
16+ 0.63% |
$7.81K - $9.67K
|
2.56K
$1.51M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-258- 0.93% |
$126K - $156K
|
27.5K
$16.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
32+ 152.38% |
$15.6K - $19.3K
|
53
$31.3K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-151- 3.94% |
$73.7K - $91.2K
|
3.68K
$2.17M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
101+ 10.21% |
$49.3K - $61K
|
1.09K
$644K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.03K- 2.65% |
$501K - $620K
|
37.6K
$22.2M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
429New |
$209K - $259K
|
429
$253K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-28- 1.22% |
$13.7K - $16.9K
|
2.27K
$1.34M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
14+ 2.29% |
$6.83K - $8.46K
|
625
$369K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
999+ 2.89% |
$439K - $524K
|
35.5K
$21M
|
|
|
Nov 19, 2024
Q2 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-19.9K- 2.27% |
$8.75M - $10.5M
|
859K
$508M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4+ 0.45% |
$1.76K - $2.1K
|
893
$528K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
613+ 2.45% |
$269K - $322K
|
25.6K
$15.1M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-154- 10.27% |
$67.6K - $80.8K
|
1.35K
$795K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-441- 7.51% |
$194K - $231K
|
5.43K
$3.21M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-25.8K- 84.92% |
$11.3M - $13.5M
|
4.58K
$2.71M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
69+ 5.54% |
$30.3K - $36.2K
|
1.32K
$777K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-87- 23.71% |
$38.2K - $45.6K
|
280
$165K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-4.51KClosed |
$1.98M - $2.37M
|
0
$0
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
BUY
|
- |
1.5K+ 30.0% |
$659K - $787K
|
6.5K
$3.84M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
100New |
$43.9K - $52.5K
|
100
$59.1K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-173- 10.5% |
$76K - $90.8K
|
1.48K
$872K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-744- 4.26% |
$327K - $390K
|
16.7K
$9.89M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$1.05M - $1.25M
|
2.39K
$1.41M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-1.31K- 3.33% |
$577K - $689K
|
38.2K
$22.6M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1- 0.11% |
$439 - $525
|
869
$513K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
140+ 16.71% |
$61.5K - $73.4K
|
978
$578K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-131- 3.51% |
$57.5K - $68.7K
|
3.6K
$2.13M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.63KNew |
$716K - $855K
|
1.63K
$963K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.4K- 23.98% |
$5.87M - $7.01M
|
42.3K
$25M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-166- 16.23% |
$72.9K - $87.1K
|
857
$506K
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-6.8K- 5.28% |
$2.99M - $3.57M
|
122K
$72.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11- 0.66% |
$4.83K - $5.77K
|
1.66K
$981K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-33- 1.16% |
$14.5K - $17.3K
|
2.81K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5KNew |
$2.2M - $2.62M
|
5K
$2.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
5KNew |
$2.2M - $2.62M
|
5K
$2.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$87.8K - $105K
|
200
$118K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2- 0.21% |
$878 - $1.05K
|
930
$550K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4- 3.03% |
$1.76K - $2.1K
|
128
$75.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.48% |
$3.51K - $4.2K
|
1.67K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.27K- 1.45% |
$559K - $667K
|
86.7K
$51.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-15.2K- 11.12% |
$6.68M - $7.98M
|
122K
$71.9M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-7- 1.29% |
$3.07K - $3.67K
|
536
$317K
|
|