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 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-12- 2.91% |
$5.86K - $7.25K
|
400
$122K
|
|
Nov 13, 2024
Q3 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
16.9KNew |
$8.25M - $10.2M
|
16.9K
$5.16M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-25.9K- 22.19% |
$12.6M - $15.6M
|
90.8K
$27.8M
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-20- 43.48% |
$9.76K - $12.1K
|
26
$7.95K
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
115+ 13.67% |
$56.1K - $69.5K
|
956
$292K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-22.9K- 100.0% |
$11.2M - $13.8M
|
1
$306
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-64K- 66.53% |
$31.2M - $38.7M
|
32.2K
$9.84M
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 133.33% |
$976K - $1.21M
|
3.5K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.48K+ 3.54% |
$1.21M - $1.5M
|
72.4K
$22.1M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
8.36K+ 3.23% |
$4.08M - $5.05M
|
267K
$81.6M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
766+ 4.2% |
$374K - $463K
|
19K
$5.81M
|
|
Nov 12, 2024
Q3 2024
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
120KNew |
$58.6M - $72.5M
|
120K
$36.7M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1- 0.09% |
$488 - $604
|
1.05K
$322K
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$1.07M - $1.32M
|
2.18K
$667K
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.34K+ 95.84% |
$1.63M - $2.02M
|
6.83K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.39K+ 1028.1% |
$2.14M - $2.65M
|
4.82K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-24- 0.35% |
$11.7K - $14.5K
|
6.81K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.2KNew |
$2.05M - $2.54M
|
4.2K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.63K- 6.18% |
$797K - $987K
|
24.8K
$7.57M
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
90New |
$43.9K - $54.4K
|
90
$27.5K
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35+ 7.53% |
$17.1K - $21.1K
|
500
$153K
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
428New |
$209K - $259K
|
428
$131K
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-18- 2.68% |
$8.78K - $10.9K
|
653
$200K
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
463New |
$226K - $280K
|
463
$142K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-39- 5.28% |
$19K - $23.6K
|
699
$214K
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$488 - $604
|
1.09K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-39- 0.55% |
$19K - $23.6K
|
7.07K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-68- 1.62% |
$33.2K - $41.1K
|
4.12K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
47+ 3.71% |
$22.9K - $28.4K
|
1.32K
$402K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Health Investments LP
Greenwich, CT |
SELL
|
- |
-36.2K- 41.66% |
$17.7M - $21.9M
|
50.7K
$15.5M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-70- 10.65% |
$34.2K - $42.3K
|
587
$179K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
400K+ 549.01% |
$195M - $242M
|
473K
$145M
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-680- 59.91% |
$332K - $411K
|
455
$139K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-133- 3.02% |
$64.9K - $80.4K
|
4.27K
$1.31M
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-149- 15.87% |
$72.7K - $90K
|
790
$241K
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-30- 5.83% |
$14.6K - $18.1K
|
485
$148K
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$488 - $604
|
1.48K
$452K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4- 0.4% |
$1.95K - $2.42K
|
1K
$306K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.06KNew |
$1M - $1.24M
|
2.06K
$629K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.25K- 9.31% |
$611K - $756K
|
12.2K
$3.72M
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
371New |
$181K - $224K
|
371
$113K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$17.4K
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
470New |
$229K - $284K
|
470
$144K
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
348New |
$170K - $210K
|
348
$106K
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.2% |
$2.93K - $3.63K
|
2.97K
$907K
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-881- 10.01% |
$430K - $532K
|
7.92K
$2.42M
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
378New |
$184K - $228K
|
378
$116K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
660+ 53.27% |
$322K - $399K
|
1.9K
$580K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
150New |
$73.2K - $90.6K
|
150
$45.8K
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
356New |
$174K - $215K
|
356
$109K
|