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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-259- 31.2% |
$126K - $156K
|
571
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.86K- 19.18% |
$1.39M - $1.73M
|
12K
$7.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-990- 0.66% |
$483K - $598K
|
148K
$87.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-74- 0.66% |
$36.1K - $44.7K
|
11.1K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
122+ 0.56% |
$59.5K - $73.7K
|
21.8K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-111- 2.67% |
$54.2K - $67.1K
|
4.05K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 1.95% |
$6.83K - $8.46K
|
731
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-90- 18.99% |
$43.9K - $54.4K
|
384
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
429New |
$209K - $259K
|
429
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-325- 1.82% |
$159K - $196K
|
17.6K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
11.9K+ 5.44% |
$5.79M - $7.16M
|
230K
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-667- 3.17% |
$326K - $403K
|
20.4K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-598- 4.26% |
$292K - $361K
|
13.4K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
671+ 2.95% |
$327K - $405K
|
23.4K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
36+ 1.25% |
$17.6K - $21.8K
|
2.92K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
384New |
$187K - $232K
|
384
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.4K- 0.85% |
$1.17M - $1.45M
|
279K
$165M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-384- 2.29% |
$187K - $232K
|
16.4K
$9.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.84K+ 2.31% |
$1.39M - $1.72M
|
126K
$74.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
18+ 2.16% |
$8.78K - $10.9K
|
853
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 0.69% |
$7.32K - $9.06K
|
2.19K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.79K+ 3.57% |
$875K - $1.08M
|
52.1K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-337- 10.15% |
$164K - $204K
|
2.98K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-250- 1.14% |
$122K - $151K
|
21.7K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
81+ 1.63% |
$39.5K - $48.9K
|
5.04K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
52+ 6.84% |
$25.4K - $31.4K
|
812
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
23.8K+ 277.84% |
$11.6M - $14.4M
|
32.4K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-137K- 27.97% |
$66.7M - $82.5M
|
352K
$208M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
PUT |
11.5K+ 1207.53% |
$5.63M - $6.97M
|
12.5K
$7.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-171K- 86.04% |
$83.4M - $103M
|
27.7K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-305- 12.17% |
$149K - $184K
|
2.2K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-339K- 13.45% |
$165M - $205M
|
2.18M
$1.29B
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 25.77% |
$567K - $701K
|
5.67K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.76K+ 1.32% |
$3.79M - $4.69M
|
597K
$352M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-34- 0.05% |
$16.6K - $20.5K
|
66.5K
$39.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
33+ 0.96% |
$16.1K - $19.9K
|
3.48K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.25K- 1.89% |
$611K - $756K
|
65K
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-665- 2.33% |
$325K - $402K
|
27.9K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
91+ 18.92% |
$44.4K - $55K
|
572
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4.96K- 14.18% |
$2.42M - $3M
|
30K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-164- 0.45% |
$80K - $99.1K
|
36K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
19.9K+ 9.66% |
$9.7M - $12M
|
226K
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.59% |
$2.93K - $3.63K
|
1.03K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
667+ 8.49% |
$326K - $403K
|
8.53K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.05% |
$3.9K - $4.83K
|
16.6K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-500- 1.62% |
$244K - $302K
|
30.3K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
285+ 115.85% |
$139K - $172K
|
531
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
6.2K+ 14.4% |
$3.03M - $3.75M
|
49.3K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-468- 0.93% |
$228K - $283K
|
50.1K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.83K- 0.23% |
$1.87M - $2.31M
|
1.68M
$994M
|