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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 40.0% |
$7.91K - $9.44K
|
63
$37.2K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-63- 9.89% |
$27.7K - $33.1K
|
574
$339K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-125- 19.26% |
$54.9K - $65.6K
|
524
$310K
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.47K- 23.86% |
$4.16M - $4.97M
|
30.2K
$17.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2K+ 15.15% |
$878K - $1.05M
|
15.2K
$8.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.01KNew |
$883K - $1.05M
|
2.01K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5- 0.69% |
$2.2K - $2.62K
|
722
$427K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
178+ 8.29% |
$78.2K - $93.4K
|
2.33K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
30+ 6.51% |
$13.2K - $15.7K
|
491
$290K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
728New |
$320K - $382K
|
728
$430K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-30- 2.35% |
$13.2K - $15.7K
|
1.25K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-148- 7.63% |
$65K - $77.6K
|
1.79K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-550- 50.0% |
$242K - $289K
|
550
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-46- 7.31% |
$20.2K - $24.1K
|
583
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-15- 1.74% |
$6.59K - $7.87K
|
847
$500K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49+ 8.06% |
$21.5K - $25.7K
|
657
$388K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.91% |
$4.39K - $5.25K
|
1.08K
$641K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-10- 2.92% |
$4.39K - $5.25K
|
333
$197K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
132+ 4.55% |
$58K - $69.3K
|
3.03K
$1.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.53K+ 46.99% |
$1.55M - $1.85M
|
11K
$6.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-128- 18.71% |
$56.2K - $67.2K
|
556
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 4.95% |
$22K - $26.2K
|
1.06K
$627K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.21KNew |
$971K - $1.16M
|
2.21K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
6K+ 150.0% |
$2.64M - $3.15M
|
10K
$5.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
98+ 5.25% |
$43K - $51.4K
|
1.96K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-25- 2.67% |
$11K - $13.1K
|
910
$538K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5+ 0.47% |
$2.2K - $2.62K
|
1.07K
$635K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
75+ 3.37% |
$32.9K - $39.3K
|
2.3K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-400- 80.0% |
$176K - $210K
|
100
$59.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10- 2.04% |
$4.39K - $5.25K
|
479
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4- 0.39% |
$1.76K - $2.1K
|
1.03K
$606K
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 86.64% |
$1.22M - $1.45M
|
427
$252K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-6.73KClosed |
$2.96M - $3.53M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-80- 87.91% |
$35.1K - $42K
|
11
$6.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.12KNew |
$4.01M - $4.78M
|
9.12K
$5.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
604New |
$265K - $317K
|
604
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.18% |
$1.32K - $1.57K
|
1.63K
$965K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$26.4K - $31.5K
|
60
$35.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 5.73% |
$7.03K - $8.39K
|
295
$174K
|
|
|
Jul 12, 2024
Q2 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
2.32K+ 35.73% |
$1.02M - $1.22M
|
8.8K
$5.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.54K+ 233.92% |
$1.11M - $1.33M
|
3.62K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
60+ 30.93% |
$26.4K - $31.5K
|
254
$150K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6- 0.66% |
$2.64K - $3.15K
|
905
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.65KNew |
$1.16M - $1.39M
|
2.65K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
399New |
$175K - $209K
|
399
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33+ 1.38% |
$14.5K - $17.3K
|
2.42K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-22- 3.17% |
$9.66K - $11.5K
|
672
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38+ 9.2% |
$16.7K - $19.9K
|
451
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.63% |
$439 - $525
|
159
$93.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-31- 5.28% |
$13.6K - $16.3K
|
556
$329K
|