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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-13Closed |
$5.93K - $6.77K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 1.25% |
$45.6K - $52.1K
|
7.9K
$4.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-68Closed |
$31K - $35.4K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
241+ 96.4% |
$110K - $126K
|
491
$290K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-390Closed |
$178K - $203K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
400New |
$182K - $208K
|
400
$236K
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.85KClosed |
$845K - $966K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-780Closed |
$356K - $406K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-475Closed |
$217K - $247K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-13.2KClosed |
$6.02M - $6.87M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
693New |
$316K - $361K
|
693
$409K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25+ 75.76% |
$11.4K - $13K
|
58
$34.3K
|
|
| Q4 2021 | |||||||
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
25+ 4.76% |
$9.68K - $12.6K
|
550
$325K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
429New |
$166K - $217K
|
429
$253K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
33New |
$12.8K - $16.7K
|
33
$19.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
435New |
$168K - $220K
|
435
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-177Closed |
$68.5K - $89.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-45.8KClosed |
$17.7M - $23.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
CALL |
-100KClosed |
$38.7M - $50.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-81.1KClosed |
$31.4M - $41M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-248Closed |
$96K - $125K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-367- 91.75% |
$142K - $186K
|
33
$19.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-1.6KClosed |
$618K - $807K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
PUT |
-200Closed |
$77.4K - $101K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
11.9K+ 2.69% |
$4.61M - $6.02M
|
454K
$268M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-227Closed |
$87.9K - $115K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
687New |
$266K - $347K
|
687
$406K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-972Closed |
$376K - $491K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.51KClosed |
$584K - $762K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-547Closed |
$212K - $277K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-64Closed |
$24.8K - $32.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
PUT |
396+ 9900.0% |
$153K - $200K
|
400
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
2.05KNew |
$793K - $1.04M
|
2.05K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.95KNew |
$1.92M - $2.5M
|
4.95K
$2.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1+ 0.77% |
$387 - $506
|
131
$77.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-841Closed |
$325K - $425K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
St. James Investment Company, LLC
|
SELL
|
- |
-24.6KClosed |
$9.51M - $12.4M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-23Closed |
$8.9K - $11.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-271KClosed |
$105M - $137M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
204New |
$79K - $103K
|
204
$121K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7Closed |
$2.71K - $3.54K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.57KClosed |
$606K - $791K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$458K - $598K
|
1.18K
$699K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 45.05% |
$38.7K - $50.6K
|
122
$72.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-16Closed |
$6.19K - $8.09K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
500New |
$194K - $253K
|
500
$295K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3Closed |
$1.16K - $1.52K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.75KClosed |
$678K - $886K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
90+ 26.01% |
$34.8K - $45.5K
|
436
$258K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$596K - $779K
|
1.54K
$910K
|
|