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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-48- 5.02% |
$22.1K - $24.9K
|
908
$537K
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
60+ 14.12% |
$27.6K - $31.1K
|
485
$287K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
660+ 24.84% |
$304K - $342K
|
3.32K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-7- 0.2% |
$3.22K - $3.63K
|
3.54K
$2.09M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.51K+ 50.94% |
$697K - $785K
|
4.49K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Triatomic Management LP
New York, NY |
BUY
|
CALL |
15KNew |
$6.9M - $7.77M
|
15K
$8.86M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
17+ 3.4% |
$7.83K - $8.81K
|
517
$305K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.42% |
$13.8K - $15.5K
|
1.27K
$750K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
149+ 34.25% |
$68.6K - $77.2K
|
584
$345K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 26.09% |
$2.76K - $3.11K
|
17
$10K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-8.22K- 94.68% |
$3.78M - $4.26M
|
462
$273K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
276New |
$127K - $143K
|
276
$163K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-148- 4.94% |
$68.1K - $76.7K
|
2.85K
$1.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-13- 1.19% |
$5.98K - $6.74K
|
1.08K
$637K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.06K- 29.29% |
$487K - $549K
|
2.56K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
2.5KNew |
$1.15M - $1.3M
|
2.5K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
11.6KNew |
$5.33M - $6.01M
|
11.6K
$6.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
565New |
$260K - $293K
|
565
$334K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
28+ 0.4% |
$12.9K - $14.5K
|
7.01K
$4.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-36- 73.47% |
$16.6K - $18.7K
|
13
$7.68K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-141- 23.98% |
$64.9K - $73.1K
|
447
$264K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
27+ 0.65% |
$12.4K - $14K
|
4.16K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.92K- 25.44% |
$883K - $995K
|
5.63K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
146+ 0.43% |
$67.2K - $75.7K
|
34.4K
$20.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.01K- 20.86% |
$464K - $523K
|
3.83K
$2.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-612- 56.04% |
$282K - $317K
|
480
$284K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
11+ 0.33% |
$5.06K - $5.7K
|
3.38K
$2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.44K- 95.36% |
$663K - $746K
|
70
$41.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5+ 4.0% |
$2.3K - $2.59K
|
130
$76.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-900- 47.85% |
$414K - $466K
|
981
$580K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-28- 2.51% |
$12.9K - $14.5K
|
1.09K
$642K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
11+ 2.2% |
$5.06K - $5.7K
|
510
$301K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
395+ 25.75% |
$182K - $205K
|
1.93K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.58K- 6.38% |
$728K - $819K
|
23.2K
$13.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-30- 1.28% |
$13.8K - $15.5K
|
2.31K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
6KNew |
$2.76M - $3.11M
|
6K
$3.55M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16.5K- 95.18% |
$7.58M - $8.53M
|
834
$493K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
67+ 14.6% |
$30.8K - $34.7K
|
526
$311K
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
BUY
|
- |
518New |
$238K - $268K
|
518
$306K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.55% |
$5.52K - $6.22K
|
785
$464K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$46K - $51.8K
|
100
$59.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.21% |
$20.7K - $23.3K
|
3.66K
$2.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.77K+ 5.95% |
$813K - $915K
|
31.5K
$18.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.38K - $1.55K
|
1.05K
$622K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-860- 3.57% |
$396K - $446K
|
23.2K
$13.7M
|
|
| Q4 2022 | |||||||
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
32+ 0.77% |
$16K - $17.8K
|
4.16K
$2.46M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-495Closed |
$247K - $275K
|
0
$0
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.73KNew |
$865K - $962K
|
1.73K
$1.02M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
410New |
$205K - $228K
|
410
$242K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
661New |
$330K - $367K
|
661
$391K
|
|