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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-79- 13.57% |
$36.4K - $40.9K
|
503
$297K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-442Closed |
$203K - $229K
|
0
$0
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-32- 16.0% |
$14.7K - $16.6K
|
168
$99.3K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
55+ 73.33% |
$25.3K - $28.5K
|
130
$76.8K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-59- 11.43% |
$27.2K - $30.6K
|
457
$270K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
8+ 0.24% |
$3.68K - $4.15K
|
3.28K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-26- 59.09% |
$12K - $13.5K
|
18
$10.6K
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-24K- 47.06% |
$11M - $12.4M
|
27K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
80KNew |
$36.8M - $41.5M
|
80K
$47.3M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.37K- 1.98% |
$1.55M - $1.74M
|
167K
$98.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
194K+ 5528.57% |
$89.1M - $100M
|
197K
$116M
|
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-20.8K- 42.17% |
$9.6M - $10.8M
|
28.6K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
30KNew |
$13.8M - $15.5M
|
30K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1K- 1.71% |
$460K - $518K
|
57.3K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$23M - $25.9M
|
50K
$29.5M
|
|
|
May 15, 2023
Q1 2023
|
Glenview Capital Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$16.9M - $19M
|
36.7K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
27+ 0.86% |
$12.4K - $14K
|
3.18K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
701New |
$323K - $363K
|
701
$414K
|
|
|
May 15, 2023
Q1 2023
|
Clearline Capital LP
New York, NY |
BUY
|
- |
28KNew |
$12.9M - $14.5M
|
28K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
1.04KNew |
$478K - $539K
|
1.04K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-335K- 50.0% |
$154M - $174M
|
335K
$198M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-2.5KClosed |
$1.15M - $1.3M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
1KNew |
$460K - $518K
|
1K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-3.43K- 56.05% |
$1.58M - $1.78M
|
2.69K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1.2KNew |
$552K - $622K
|
1.2K
$709K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.61K- 10.94% |
$740K - $833K
|
13.1K
$7.74M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
CALL |
15.5KNew |
$7.14M - $8.03M
|
15.5K
$9.16M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
81.9KNew |
$37.7M - $42.4M
|
81.9K
$48.4M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
226+ 3.9% |
$104K - $117K
|
6.02K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-10- 1.89% |
$4.6K - $5.18K
|
520
$307K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.97KNew |
$1.37M - $1.54M
|
2.97K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 23.06% |
$3.78M - $4.26M
|
27.4K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
374KNew |
$172M - $194M
|
374K
$221M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
8New |
$3.68K - $4.15K
|
8
$4.73K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.15K- 63.9% |
$527K - $593K
|
647
$382K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
43.3K+ 10.77% |
$20M - $22.5M
|
446K
$263M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
15New |
$6.9K - $7.77K
|
15
$8.86K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
60New |
$27.6K - $31.1K
|
60
$35.5K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-59- 11.43% |
$27.2K - $30.6K
|
457
$270K
|
|
|
May 09, 2023
Q1 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-975K- 91.6% |
$449M - $505M
|
89.4K
$52.8M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
595New |
$274K - $308K
|
595
$352K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.99K- 67.84% |
$1.37M - $1.55M
|
1.42K
$836K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8+ 7.14% |
$3.68K - $4.15K
|
120
$70.9K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
275New |
$127K - $143K
|
275
$162K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
71New |
$32.7K - $36.8K
|
71
$42K
|
|
|
May 05, 2023
Q1 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
8+ 36.36% |
$3.68K - $4.15K
|
30
$17.7K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
2.18KNew |
$1M - $1.13M
|
2.18K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-33.8K- 8.52% |
$15.6M - $17.5M
|
363K
$214M
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
408+ 47.28% |
$188K - $211K
|
1.27K
$751K
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-102- 10.97% |
$47K - $52.9K
|
828
$489K
|