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 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
28KNew |
$12.3M - $14.7M
|
28K
$16.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-33- 3.72% |
$14.5K - $17.3K
|
853
$504K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 26.54% |
$693K - $828K
|
4.37K
$2.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 81.63% |
$17.6K - $21K
|
9
$5.32K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
8+ 88.89% |
$3.51K - $4.2K
|
17
$10K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
91+ 12.91% |
$40K - $47.7K
|
796
$470K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-60- 7.27% |
$26.4K - $31.5K
|
765
$452K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
103+ 14.27% |
$45.2K - $54K
|
825
$487K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4- 3.57% |
$1.76K - $2.1K
|
108
$63.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-427- 4.11% |
$188K - $224K
|
9.97K
$5.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
4+ 1.4% |
$1.76K - $2.1K
|
290
$171K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-88- 58.67% |
$38.6K - $46.2K
|
62
$36.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-18.8K- 98.43% |
$8.24M - $9.84M
|
300
$177K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-29- 60.42% |
$12.7K - $15.2K
|
19
$11.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
5+ 0.26% |
$2.2K - $2.62K
|
1.95K
$1.15M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-52- 0.58% |
$22.8K - $27.3K
|
8.85K
$5.23M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.35% |
$2.2K - $2.62K
|
1.45K
$854K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-48- 24.24% |
$21.1K - $25.2K
|
150
$88.6K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
22New |
$9.66K - $11.5K
|
22
$13K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-27- 5.84% |
$11.9K - $14.2K
|
435
$257K
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
196+ 2.23% |
$86.1K - $103K
|
8.99K
$5.31M
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
25.2KNew |
$11.9M - $13.7M
|
25.2K
$14.9M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.14% |
$473 - $545
|
740
$437K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
25.8K+ 563.32% |
$12.2M - $14.1M
|
30.4K
$18M
|
|
|
Sep 19, 2024
Q1 2024
|
Kp Management LLC
Edina, MN |
BUY
|
PUT |
1K+ 100.0% |
$473K - $545K
|
2K
$1.18M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-291- 29.13% |
$138K - $159K
|
708
$418K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.14KNew |
$3.38M - $3.9M
|
7.14K
$4.22M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 25.0% |
$945 - $1.09K
|
6
$3.55K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$1.42K - $1.64K
|
3
$1.77K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
114+ 1.14% |
$53.9K - $62.2K
|
10.1K
$5.98M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-27- 4.17% |
$12.8K - $14.7K
|
621
$367K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.71K+ 4.39% |
$1.75M - $2.02M
|
88.2K
$52.1M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-24- 1.99% |
$11.3K - $13.1K
|
1.18K
$697K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$59.1K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
118+ 40.27% |
$55.8K - $64.4K
|
411
$243K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
423New |
$200K - $231K
|
423
$250K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.14KNew |
$540K - $623K
|
1.14K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
711New |
$336K - $388K
|
711
$420K
|
|
|
May 15, 2024
Q1 2024
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
156KNew |
$73.7M - $85.1M
|
156K
$92.2M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-200- 29.81% |
$94.5K - $109K
|
471
$278K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-170- 15.45% |
$80.3K - $92.7K
|
930
$550K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.06KNew |
$975K - $1.13M
|
2.06K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-4.52K- 90.46% |
$2.14M - $2.47M
|
477
$282K
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-36.1K- 2.42% |
$17.1M - $19.7M
|
1.46M
$863M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
CALL |
6.1KNew |
$2.88M - $3.33M
|
6.1K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.94KNew |
$915K - $1.06M
|
1.94K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
SELL
|
- |
-12.7K- 34.11% |
$6M - $6.93M
|
24.5K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-250- 10.24% |
$118K - $136K
|
2.19K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-981- 1.09% |
$464K - $535K
|
89.2K
$52.7M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
14+ 1.64% |
$6.62K - $7.64K
|
869
$513K
|
|