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 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.04K+ 1.59% |
$519K - $570K
|
66.4K
$39.2M
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-55- 10.89% |
$27.6K - $30.2K
|
450
$266K
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-4- 0.13% |
$2K - $2.2K
|
3.02K
$1.79M
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
24New |
$12K - $13.2K
|
24
$14.2K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
339+ 5.79% |
$170K - $186K
|
6.19K
$3.66M
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.17K- 13.67% |
$1.59M - $1.74M
|
20K
$11.8M
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-632- 1.48% |
$317K - $348K
|
42.2K
$24.9M
|
|
Oct 12, 2022
Q3 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-12- 2.14% |
$6.01K - $6.6K
|
550
$325K
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
32+ 160.0% |
$16K - $17.6K
|
52
$30.7K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-10- 10.53% |
$5.01K - $5.5K
|
85
$50.2K
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 16.98% |
$50.1K - $55K
|
489
$289K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-397- 3.71% |
$199K - $218K
|
10.3K
$6.08M
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-1.87KClosed |
$935K - $1.03M
|
0
$0
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 2.17% |
$5.42K - $6.55K
|
565
$334K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
465+ 30.82% |
$210K - $254K
|
1.97K
$1.17M
|
|
Oct 04, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
907New |
$410K - $495K
|
907
$536K
|
|
Sep 12, 2022
Q2 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-3.2KClosed |
$1.45M - $1.75M
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
16+ 0.4% |
$7.23K - $8.74K
|
4.07K
$2.4M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-89Closed |
$40.2K - $48.6K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
SELL
|
- |
-4KClosed |
$1.81M - $2.18M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Redmile Group, LLC
San Francisco, CA |
SELL
|
- |
-53.4KClosed |
$24.2M - $29.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-26Closed |
$11.8K - $14.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
SELL
|
- |
-10KClosed |
$4.52M - $5.46M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.71KClosed |
$2.58M - $3.12M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
598New |
$270K - $327K
|
598
$353K
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-543Closed |
$245K - $296K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wishbone Management, LP
Chicago, IL |
SELL
|
- |
-80KClosed |
$36.2M - $43.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-710Closed |
$321K - $388K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-705Closed |
$319K - $385K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-660Closed |
$298K - $360K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
325+ 20.49% |
$147K - $177K
|
1.91K
$1.13M
|
|
Aug 15, 2022
Q2 2022
|
Highline Capital Management, L.P.
New York, NY |
BUY
|
- |
2.44K+ 15.25% |
$1.1M - $1.33M
|
18.5K
$10.9M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-446Closed |
$202K - $244K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-2.5K- 83.33% |
$1.13M - $1.37M
|
500
$295K
|
|
Aug 15, 2022
Q2 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-300KClosed |
$136M - $164M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
327+ 2.28% |
$148K - $179K
|
14.7K
$8.67M
|
|
Aug 15, 2022
Q2 2022
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-500Closed |
$226K - $273K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
4KNew |
$1.81M - $2.18M
|
4K
$2.36M
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-1.12KClosed |
$508K - $614K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
393New |
$178K - $215K
|
393
$232K
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-437KClosed |
$197M - $239M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 1.4% |
$2.26K - $2.73K
|
352
$208K
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11- 0.68% |
$4.97K - $6.01K
|
1.62K
$955K
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-1- 0.08% |
$452 - $546
|
1.22K
$720K
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
PUT |
-800- 28.57% |
$362K - $437K
|
2K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.43K+ 16.78% |
$1.55M - $1.87M
|
23.9K
$14.1M
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-865Closed |
$391K - $472K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-456Closed |
$206K - $249K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$452 - $546
|
3.22K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-532- 69.27% |
$240K - $290K
|
236
$139K
|