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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
876New |
$446K - $484K
|
876
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-14- 1.7% |
$7.13K - $7.74K
|
809
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2KNew |
$1.02M - $1.11M
|
2K
$611K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
387New |
$197K - $214K
|
387
$118K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
604+ 12.99% |
$308K - $334K
|
5.25K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-772- 85.97% |
$393K - $427K
|
126
$38.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
49New |
$25K - $27.1K
|
49
$15K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
594New |
$303K - $328K
|
594
$182K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
PUT |
2.5KNew |
$1.27M - $1.38M
|
2.5K
$764K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-45- 7.49% |
$22.9K - $24.9K
|
556
$170K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-9- 0.95% |
$4.59K - $4.98K
|
938
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
405New |
$206K - $224K
|
405
$124K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
35+ 4.06% |
$17.8K - $19.4K
|
897
$274K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-125- 4.05% |
$63.7K - $69.1K
|
2.96K
$906K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.25% |
$509 - $553
|
399
$122K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-178- 8.17% |
$90.7K - $98.4K
|
2K
$611K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
54+ 0.62% |
$27.5K - $29.9K
|
8.79K
$2.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
450New |
$229K - $249K
|
450
$138K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
180+ 1.72% |
$91.7K - $99.5K
|
10.7K
$3.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Covea Finance
|
BUY
|
- |
4.5K+ 11.57% |
$2.29M - $2.49M
|
43.4K
$13.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
779+ 0.47% |
$397K - $431K
|
165K
$50.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-11- 2.39% |
$5.6K - $6.08K
|
450
$138K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
12.5KNew |
$6.38M - $6.93M
|
12.5K
$3.83M
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
630New |
$321K - $348K
|
630
$193K
|
|
| Q3 2023 | |||||||
|
May 08, 2025
Q3 2023
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-10.7K- 77.6% |
$4.78M - $5.45M
|
3.08K
$941K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.6K- 1.77% |
$1.16M - $1.33M
|
145K
$44.2M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
336+ 172.31% |
$150K - $172K
|
531
$162K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
154+ 6.31% |
$69K - $78.7K
|
2.59K
$793K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
400New |
$179K - $204K
|
400
$122K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-79- 17.71% |
$35.4K - $40.4K
|
367
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.84K- 3.08% |
$1.72M - $1.96M
|
121K
$36.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.78K- 23.78% |
$1.69M - $1.93M
|
12.1K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
204+ 6.77% |
$91.3K - $104K
|
3.22K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
500New |
$224K - $255K
|
500
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.41K+ 65.95% |
$633K - $722K
|
3.56K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
14.8K+ 168.18% |
$6.63M - $7.56M
|
23.6K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-45.3K- 37.33% |
$20.3M - $23.2M
|
76.1K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-184K- 79.32% |
$82.3M - $93.9M
|
47.9K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 9.3% |
$505K - $576K
|
13.2K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
500New |
$224K - $255K
|
500
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.2KNew |
$537K - $613K
|
1.2K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-25- 1.85% |
$11.2K - $12.8K
|
1.33K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Sessa Capital Im, L.P.
New York, NY |
BUY
|
PUT |
25KNew |
$11.2M - $12.8M
|
25K
$7.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
460New |
$206K - $235K
|
460
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.8K+ 61.23% |
$805K - $918K
|
4.73K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
5.67KNew |
$2.54M - $2.89M
|
5.67K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-22- 3.2% |
$9.85K - $11.2K
|
666
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.34K - $1.53K
|
821
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
65New |
$29.1K - $33.2K
|
65
$19.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
4KNew |
$1.79M - $2.04M
|
4K
$1.22M
|
|