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 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.19K- 24.55% |
$535K - $610K
|
3.67K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
470New |
$210K - $240K
|
470
$278K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
81+ 8.08% |
$36.3K - $41.4K
|
1.08K
$640K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150New |
$67.2K - $76.6K
|
150
$88.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
8.5KNew |
$3.81M - $4.34M
|
8.5K
$5.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-40- 7.58% |
$17.9K - $20.4K
|
488
$288K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-545- 50.0% |
$244K - $278K
|
545
$322K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
194+ 8.0% |
$86.9K - $99.1K
|
2.62K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-24- 1.08% |
$10.7K - $12.3K
|
2.2K
$1.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
308+ 185.54% |
$138K - $157K
|
474
$280K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
15+ 1.26% |
$6.72K - $7.66K
|
1.21K
$713K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$448 - $511
|
1.89K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-577- 2.23% |
$258K - $295K
|
25.3K
$14.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.79K+ 8.84% |
$2.15M - $2.45M
|
59K
$34.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-44- 15.22% |
$19.7K - $22.5K
|
245
$145K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4+ 66.67% |
$1.79K - $2.04K
|
10
$5.91K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
4+ 0.35% |
$1.79K - $2.04K
|
1.15K
$681K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34New |
$15.2K - $17.4K
|
34
$20.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
1.5KNew |
$672K - $766K
|
1.5K
$886K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-28- 6.8% |
$12.5K - $14.3K
|
384
$227K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 1.38% |
$10.3K - $11.8K
|
1.7K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
464New |
$208K - $237K
|
464
$274K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-660- 25.72% |
$296K - $337K
|
1.91K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
342+ 8.73% |
$153K - $175K
|
4.26K
$2.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-15- 3.36% |
$6.72K - $7.66K
|
432
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
397New |
$178K - $203K
|
397
$235K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
401New |
$180K - $205K
|
401
$237K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
16.9KNew |
$7.58M - $8.65M
|
16.9K
$10M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.26% |
$1.34K - $1.53K
|
1.17K
$693K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
87New |
$39K - $44.5K
|
87
$51.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-563- 1.93% |
$252K - $288K
|
28.6K
$16.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
415New |
$186K - $212K
|
415
$245K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-203- 10.2% |
$90.9K - $104K
|
1.79K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
58+ 9.03% |
$26K - $29.6K
|
700
$414K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-51- 7.31% |
$22.8K - $26.1K
|
647
$382K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-22- 20.95% |
$9.85K - $11.2K
|
83
$49K
|
|
| Q2 2023 | |||||||
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
509New |
$233K - $268K
|
509
$301K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 61.29% |
$26.1K - $30K
|
36
$21.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.1K- 43.04% |
$12.4M - $14.3M
|
35.8K
$21.2M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-440Closed |
$202K - $232K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.25KNew |
$1.03M - $1.18M
|
2.25K
$1.33M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.7K+ 530.4% |
$14.1M - $16.2M
|
36.5K
$21.6M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.24% |
$458 - $526
|
418
$247K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-27- 1.32% |
$12.4K - $14.2K
|
2.02K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.73KNew |
$2.63M - $3.01M
|
5.73K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.22KNew |
$1.48M - $1.69M
|
3.22K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
8.7KNew |
$3.99M - $4.58M
|
8.7K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 1.17% |
$138K - $158K
|
25.8K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-20- 1.75% |
$9.17K - $10.5K
|
1.12K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Prosight Management, LP
Dallas, TX |
BUY
|
- |
4.07K+ 37.17% |
$1.86M - $2.14M
|
15K
$8.86M
|
|