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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-40- 10.13% |
$19.5K - $24.2K
|
355
$108K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
60+ 14.89% |
$29.3K - $36.3K
|
463
$142K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8+ 1.92% |
$3.9K - $4.83K
|
424
$130K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2- 4.76% |
$976 - $1.21K
|
40
$12.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8+ 6.67% |
$3.9K - $4.83K
|
128
$39.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-216- 2.8% |
$105K - $131K
|
7.49K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
139+ 11.32% |
$67.8K - $84K
|
1.37K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20- 5.09% |
$9.76K - $12.1K
|
373
$114K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
319+ 27.29% |
$156K - $193K
|
1.49K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
359New |
$175K - $217K
|
359
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
584New |
$285K - $353K
|
584
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-35- 0.85% |
$17.1K - $21.1K
|
4.08K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
356New |
$174K - $215K
|
356
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
21+ 3.35% |
$10.2K - $12.7K
|
647
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
398New |
$194K - $240K
|
398
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-84- 15.44% |
$41K - $50.8K
|
460
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-393- 51.24% |
$192K - $237K
|
374
$114K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
367New |
$179K - $222K
|
367
$112K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
406New |
$198K - $245K
|
406
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
65+ 1.67% |
$31.7K - $39.3K
|
3.95K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 2.94% |
$35.6K - $44.1K
|
2.41K
$737K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47New |
$22.9K - $28.4K
|
47
$14.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-53- 4.31% |
$25.9K - $32K
|
1.18K
$360K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
838+ 1197.14% |
$409K - $506K
|
908
$278K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
367New |
$179K - $222K
|
367
$112K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.55KNew |
$1.24M - $1.54M
|
2.55K
$779K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
430+ 69.58% |
$210K - $260K
|
1.05K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
343New |
$167K - $207K
|
343
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
371New |
$181K - $224K
|
371
$113K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-24- 5.53% |
$11.7K - $14.5K
|
410
$125K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-18- 15.79% |
$8.78K - $10.9K
|
96
$29.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
276+ 29.65% |
$135K - $167K
|
1.21K
$369K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 11.46% |
$14.2K - $17.5K
|
224
$68.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
380New |
$185K - $230K
|
380
$116K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$26.8K - $33.2K
|
55
$16.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$4.39K - $5.44K
|
9
$2.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
390New |
$190K - $236K
|
390
$119K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-12- 1.1% |
$5.86K - $7.25K
|
1.08K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
375New |
$183K - $227K
|
375
$115K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-2.18K- 18.88% |
$1.06M - $1.32M
|
9.35K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-2- 0.19% |
$976 - $1.21K
|
1.02K
$313K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-200- 4.33% |
$97.6K - $121K
|
4.41K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-5.04K- 87.45% |
$2.46M - $3.04M
|
723
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
46+ 9.0% |
$22.4K - $27.8K
|
557
$170K
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
35+ 3.73% |
$17.1K - $21.1K
|
973
$297K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4- 3.2% |
$1.95K - $2.42K
|
121
$37K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6+ 6.0% |
$2.93K - $3.63K
|
106
$32.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
768+ 50.56% |
$375K - $464K
|
2.29K
$699K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
194+ 6.0% |
$94.7K - $117K
|
3.43K
$1.05M
|