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 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 112.5% |
$4.39K - $5.44K
|
17
$5.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
883New |
$431K - $533K
|
883
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24- 4.59% |
$11.7K - $14.5K
|
499
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-25- 1.44% |
$12.2K - $15.1K
|
1.71K
$523K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
64New |
$31.2K - $38.7K
|
64
$19.6K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-25- 4.15% |
$12.2K - $15.1K
|
578
$177K
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
16KNew |
$7.82M - $9.68M
|
16K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
159+ 39.07% |
$77.6K - $96.1K
|
566
$173K
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21.5K+ 5247.07% |
$10.5M - $13M
|
21.9K
$6.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
387New |
$189K - $234K
|
387
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-6- 54.55% |
$2.93K - $3.63K
|
5
$1.53K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
20+ 2.85% |
$9.76K - $12.1K
|
721
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
366New |
$179K - $221K
|
366
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
495New |
$242K - $299K
|
495
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-9.87K- 16.37% |
$4.82M - $5.96M
|
50.4K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
375New |
$183K - $227K
|
375
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.02K+ 4.77% |
$498K - $616K
|
22.4K
$6.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.83K+ 12.65% |
$4.31M - $5.33M
|
78.6K
$24M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.4K+ 6.86% |
$683K - $846K
|
21.8K
$6.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-125- 9.92% |
$61K - $75.5K
|
1.14K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-44- 66.67% |
$21.5K - $26.6K
|
22
$6.72K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-695- 7.61% |
$339K - $420K
|
8.44K
$2.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31+ 5.35% |
$15.1K - $18.7K
|
610
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
351New |
$171K - $212K
|
351
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
10+ 1.89% |
$4.88K - $6.04K
|
540
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-30- 5.08% |
$14.6K - $18.1K
|
561
$171K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7- 0.71% |
$3.42K - $4.23K
|
984
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
387New |
$189K - $234K
|
387
$118K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$977K - $1.21M
|
2K
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-17- 4.03% |
$8.3K - $10.3K
|
405
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
38+ 6.11% |
$18.5K - $23K
|
660
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
400New |
$195K - $242K
|
400
$122K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5+ 0.41% |
$2.44K - $3.02K
|
1.22K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
36+ 4.69% |
$17.6K - $21.8K
|
803
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
392New |
$191K - $237K
|
392
$120K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-28- 5.2% |
$13.7K - $16.9K
|
510
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.31KNew |
$640K - $792K
|
1.31K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-58- 11.13% |
$28.3K - $35K
|
463
$142K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9- 1.81% |
$4.39K - $5.44K
|
489
$149K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
42+ 4.0% |
$20.5K - $25.4K
|
1.09K
$334K
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
375New |
$183K - $227K
|
375
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-120- 22.43% |
$58.6K - $72.5K
|
415
$127K
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-17.5K- 37.78% |
$8.52M - $10.6M
|
28.8K
$8.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
20New |
$9.76K - $12.1K
|
20
$6.11K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-77- 8.76% |
$37.6K - $46.5K
|
802
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
30+ 28.3% |
$14.6K - $18.1K
|
136
$41.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.52K+ 4.89% |
$3.67M - $4.54M
|
161K
$49.3M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$12.7K - $15.7K
|
26
$7.95K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
386New |
$188K - $233K
|
386
$118K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
393New |
$192K - $237K
|
393
$120K
|