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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
57New |
$25.5K - $29.1K
|
57
$17.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
BUY
|
- |
8+ 1.08% |
$3.58K - $4.09K
|
748
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-533- 38.82% |
$239K - $272K
|
840
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.63K+ 38.24% |
$730K - $833K
|
5.89K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.29K- 51.33% |
$1.02M - $1.17M
|
2.17K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
405New |
$181K - $207K
|
405
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-785- 1.78% |
$351K - $401K
|
43.3K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
2.47K+ 7.64% |
$1.11M - $1.26M
|
34.8K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
600+ 56.93% |
$269K - $307K
|
1.65K
$505K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
273+ 30.47% |
$122K - $139K
|
1.17K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-535Closed |
$240K - $273K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
21+ 4.0% |
$9.4K - $10.7K
|
546
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-22- 0.97% |
$9.85K - $11.2K
|
2.25K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
8.5K+ 13.15% |
$3.8M - $4.34M
|
73.1K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
24.9K+ 5.23% |
$11.1M - $12.7M
|
501K
$153M
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-270K- 84.81% |
$121M - $138M
|
48.3K
$14.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-39- 0.34% |
$17.5K - $19.9K
|
11.6K
$3.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1- 0.16% |
$448 - $511
|
640
$196K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
428New |
$192K - $219K
|
428
$131K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 2.91% |
$15.7K - $17.9K
|
1.24K
$378K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
811New |
$363K - $414K
|
811
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.01KNew |
$450K - $514K
|
1.01K
$307K
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 1.72% |
$44.8K - $51.1K
|
5.72K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
61+ 0.44% |
$27.3K - $31.2K
|
13.9K
$4.26M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50.6K- 7.2% |
$22.6M - $25.8M
|
652K
$199M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
871New |
$390K - $445K
|
871
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36New |
$16.1K - $18.4K
|
36
$11K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-59- 4.49% |
$26.4K - $30.1K
|
1.25K
$383K
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
1.79K+ 137.69% |
$801K - $915K
|
3.09K
$944K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
136+ 8.24% |
$60.9K - $69.5K
|
1.79K
$546K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.08% |
$448 - $511
|
1.27K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
82+ 2.67% |
$36.7K - $41.9K
|
3.16K
$965K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
12.4KNew |
$5.55M - $6.34M
|
12.4K
$3.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.19K- 24.55% |
$535K - $610K
|
3.67K
$1.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
81+ 8.08% |
$36.3K - $41.4K
|
1.08K
$331K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150New |
$67.2K - $76.6K
|
150
$45.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
8.5KNew |
$3.81M - $4.34M
|
8.5K
$2.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-40- 7.58% |
$17.9K - $20.4K
|
488
$149K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-545- 50.0% |
$244K - $278K
|
545
$167K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
194+ 8.0% |
$86.9K - $99.1K
|
2.62K
$801K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-24- 1.08% |
$10.7K - $12.3K
|
2.2K
$671K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
308+ 185.54% |
$138K - $157K
|
474
$145K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
15+ 1.26% |
$6.72K - $7.66K
|
1.21K
$369K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$448 - $511
|
1.89K
$579K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-577- 2.23% |
$258K - $295K
|
25.3K
$7.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.79K+ 8.84% |
$2.15M - $2.45M
|
59K
$18M
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4+ 66.67% |
$1.79K - $2.04K
|
10
$3.06K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
4+ 0.35% |
$1.79K - $2.04K
|
1.15K
$352K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34New |
$15.2K - $17.4K
|
34
$10.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
1.5KNew |
$672K - $766K
|
1.5K
$458K
|