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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
400+ 2.04% |
$176K - $210K
|
20K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.07K+ 24.41% |
$911K - $1.09M
|
10.6K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 4.57% |
$4.39K - $5.25K
|
209
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.66K+ 1.01% |
$1.17M - $1.39M
|
267K
$158M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-403- 1.56% |
$177K - $211K
|
25.4K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
CALL |
300New |
$132K - $157K
|
300
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-22.6K- 93.79% |
$9.93M - $11.9M
|
1.5K
$884K
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.18K- 45.92% |
$955K - $1.14M
|
2.56K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 0.2% |
$22K - $26.2K
|
25.1K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
54+ 10.42% |
$23.7K - $28.3K
|
572
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
143+ 0.55% |
$62.8K - $75K
|
26.1K
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-122- 15.97% |
$53.6K - $64K
|
642
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-54- 2.58% |
$23.7K - $28.3K
|
2.04K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-4.1K- 73.28% |
$1.8M - $2.15M
|
1.5K
$883K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9New |
$3.95K - $4.72K
|
9
$5.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
669New |
$294K - $351K
|
669
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
17+ 2.1% |
$7.47K - $8.92K
|
827
$489K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-54- 6.78% |
$23.7K - $28.3K
|
743
$439K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-60- 4.79% |
$26.4K - $31.5K
|
1.19K
$705K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
21New |
$9.22K - $11K
|
21
$12.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 52.87% |
$20.2K - $24.1K
|
133
$78.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-604- 38.52% |
$265K - $317K
|
964
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.77K+ 4.75% |
$777K - $929K
|
39K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 50.0% |
$2.64K - $3.15K
|
6
$3.55K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-105- 8.71% |
$46.1K - $55.1K
|
1.1K
$650K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 3.1% |
$11K - $13.1K
|
831
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 66.0% |
$29K - $34.6K
|
166
$98.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
447New |
$196K - $235K
|
447
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 12.54% |
$16.7K - $19.9K
|
265
$157K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
119New |
$52.3K - $62.4K
|
119
$70.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-17- 2.7% |
$7.47K - $8.92K
|
612
$362K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-14- 17.5% |
$6.15K - $7.34K
|
66
$39K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
673New |
$296K - $353K
|
673
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
198+ 9.39% |
$87K - $104K
|
2.31K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
100+ 4.76% |
$43.9K - $52.5K
|
2.2K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-24.1K- 93.49% |
$10.6M - $12.7M
|
1.68K
$993K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2KNew |
$878K - $1.05M
|
2K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
868New |
$381K - $455K
|
868
$513K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-17- 29.82% |
$7.47K - $8.92K
|
40
$23.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
85New |
$37.3K - $44.6K
|
85
$50.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-120- 5.21% |
$52.7K - $63K
|
2.18K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-150- 7.61% |
$65.9K - $78.7K
|
1.82K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
71.3KNew |
$31.3M - $37.4M
|
71.3K
$42.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-361- 16.2% |
$159K - $189K
|
1.87K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
4.35K+ 3.88% |
$1.91M - $2.28M
|
116K
$68.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
428New |
$188K - $225K
|
428
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-168- 3.24% |
$73.8K - $88.1K
|
5.01K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Crake Asset Management LLP
London, X0 |
SELL
|
- |
-52K- 65.83% |
$22.8M - $27.3M
|
27K
$16M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.32% |
$1.32K - $1.57K
|
231
$136K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-96- 11.85% |
$42.2K - $50.4K
|
714
$422K
|