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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
466New |
$214K - $245K
|
466
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
24.3KNew |
$11.2M - $12.8M
|
24.3K
$14.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
CALL |
200New |
$91.7K - $105K
|
200
$118K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
922+ 23.64% |
$423K - $485K
|
4.82K
$2.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22+ 0.65% |
$10.1K - $11.6K
|
3.42K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16+ 1.81% |
$7.34K - $8.42K
|
901
$532K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-14K- 10.68% |
$6.41M - $7.36M
|
117K
$69.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-470- 27.61% |
$215K - $247K
|
1.23K
$728K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-13- 0.42% |
$5.96K - $6.84K
|
3.1K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
299+ 71.7% |
$137K - $157K
|
716
$423K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$32.1K - $36.8K
|
70
$41.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
3KNew |
$1.38M - $1.58M
|
3K
$1.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$11.5K - $13.2K
|
25
$14.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
6+ 6.12% |
$2.75K - $3.16K
|
104
$61.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 0.54% |
$8.71K - $10K
|
3.57K
$2.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
16.7KNew |
$7.64M - $8.77M
|
16.7K
$9.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
12KNew |
$5.52M - $6.33M
|
12K
$7.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.31KNew |
$1.52M - $1.74M
|
3.31K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
SELL
|
- |
-534- 48.33% |
$245K - $281K
|
571
$337K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
BUY
|
- |
1.1KNew |
$504K - $579K
|
1.1K
$650K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
420New |
$193K - $221K
|
420
$248K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
81+ 12.0% |
$37.1K - $42.6K
|
756
$447K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1- 0.21% |
$458 - $526
|
470
$278K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-1- 0.03% |
$458 - $526
|
3.27K
$1.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
173+ 30.14% |
$79.3K - $91K
|
747
$441K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
3.5KNew |
$1.6M - $1.84M
|
3.5K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-276- 1.1% |
$127K - $145K
|
24.8K
$14.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-26- 2.42% |
$11.9K - $13.7K
|
1.05K
$619K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-26- 2.42% |
$11.9K - $13.7K
|
1.05K
$619K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.79K- 50.78% |
$821K - $942K
|
1.74K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
449New |
$206K - $236K
|
449
$265K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-3- 2.26% |
$1.38K - $1.58K
|
130
$76.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
802New |
$368K - $422K
|
802
$474K
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
6.07KNew |
$2.78M - $3.19M
|
6.07K
$3.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-227- 26.21% |
$104K - $119K
|
639
$378K
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
13.9KNew |
$6.37M - $7.31M
|
13.9K
$8.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119+ 9.13% |
$54.6K - $62.6K
|
1.42K
$841K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-5- 1.17% |
$2.29K - $2.63K
|
422
$249K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
75+ 13.99% |
$34.4K - $39.5K
|
611
$361K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
31+ 34.44% |
$14.2K - $16.3K
|
121
$71.5K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
76+ 5.45% |
$34.8K - $40K
|
1.47K
$869K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$917 - $1.05K
|
1.21K
$713K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$458 - $526
|
991
$586K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-545- 20.98% |
$250K - $287K
|
2.05K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
788New |
$361K - $415K
|
788
$466K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-113- 10.01% |
$51.8K - $59.5K
|
1.02K
$600K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 2.31% |
$2.29K - $2.63K
|
211
$125K
|
|
|
Jul 06, 2023
Q2 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-26.2K- 15.08% |
$12M - $13.8M
|
148K
$87.2M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$45.8K - $52.6K
|
100
$59.1K
|
|
| Q1 2023 | |||||||
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-465Closed |
$214K - $241K
|
0
$0
|
|