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 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-28- 6.8% |
$12.5K - $14.3K
|
384
$117K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 1.38% |
$10.3K - $11.8K
|
1.7K
$518K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
464New |
$208K - $237K
|
464
$142K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-660- 25.72% |
$296K - $337K
|
1.91K
$583K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
342+ 8.73% |
$153K - $175K
|
4.26K
$1.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-15- 3.36% |
$6.72K - $7.66K
|
432
$132K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
397New |
$178K - $203K
|
397
$121K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
401New |
$180K - $205K
|
401
$123K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
16.9KNew |
$7.58M - $8.65M
|
16.9K
$5.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
87New |
$39K - $44.5K
|
87
$26.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-563- 1.93% |
$252K - $288K
|
28.6K
$8.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
415New |
$186K - $212K
|
415
$127K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-203- 10.2% |
$90.9K - $104K
|
1.79K
$546K
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
58+ 9.03% |
$26K - $29.6K
|
700
$214K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-22- 20.95% |
$9.85K - $11.2K
|
83
$25.4K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.1K- 43.04% |
$12.4M - $14.3M
|
35.8K
$11M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-440Closed |
$202K - $232K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.25KNew |
$1.03M - $1.18M
|
2.25K
$687K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.7K+ 530.4% |
$14.1M - $16.2M
|
36.5K
$11.2M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.24% |
$458 - $526
|
418
$128K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-27- 1.32% |
$12.4K - $14.2K
|
2.02K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 1.17% |
$138K - $158K
|
25.8K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-20- 1.75% |
$9.17K - $10.5K
|
1.12K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Prosight Management, LP
Dallas, TX |
BUY
|
- |
4.07K+ 37.17% |
$1.86M - $2.14M
|
15K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
17+ 3.69% |
$7.79K - $8.95K
|
478
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
365+ 173.81% |
$167K - $192K
|
575
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
923+ 21.98% |
$423K - $486K
|
5.12K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
20New |
$9.17K - $10.5K
|
20
$6.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
808New |
$370K - $425K
|
808
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
893+ 146.15% |
$409K - $470K
|
1.5K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
23+ 2.72% |
$10.5K - $12.1K
|
870
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.41% |
$2.29K - $2.63K
|
1.24K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-242- 13.25% |
$111K - $127K
|
1.59K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Point State Capital LP
New York, NY |
SELL
|
- |
-212K- 99.27% |
$97.2M - $112M
|
1.56K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.5KNew |
$2.52M - $2.89M
|
5.5K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
302+ 48.09% |
$138K - $159K
|
930
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
719New |
$330K - $378K
|
719
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
CALL |
-500- 3.33% |
$229K - $263K
|
14.5K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-477- 8.47% |
$219K - $251K
|
5.15K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.62K- 2.28% |
$743K - $853K
|
69.4K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
120+ 17.14% |
$55K - $63.1K
|
820
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
521New |
$239K - $274K
|
521
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-304K- 100.0% |
$139M - $160M
|
9
$2.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
10KNew |
$4.58M - $5.26M
|
10K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
300+ 19.87% |
$138K - $158K
|
1.81K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.69% |
$4.58K - $5.26K
|
1.43K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.9K+ 27.55% |
$5.93M - $6.8M
|
59.9K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.23K+ 5.68% |
$1.48M - $1.7M
|
60.1K
$18.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
SELL
|
- |
-27.2K- 11.62% |
$12.5M - $14.3M
|
207K
$63.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-93- 3.35% |
$42.6K - $48.9K
|
2.68K
$820K
|
|