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 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-5- 3.85% |
$1.94K - $2.53K
|
125
$73.9K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.08K+ 16.29% |
$422K - $465K
|
7.72K
$4.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-651Closed |
$254K - $280K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-7.19KClosed |
$2.81M - $3.09M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
15KNew |
$5.86M - $6.45M
|
15K
$8.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-1.71KClosed |
$669K - $736K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-799KClosed |
$312M - $343M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-6.06KClosed |
$2.37M - $2.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-176Closed |
$68.8K - $75.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.28K+ 38.64% |
$498K - $548K
|
4.58K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
772New |
$302K - $332K
|
772
$456K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-85.1KClosed |
$33.2M - $36.6M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-120Closed |
$46.9K - $51.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-508Closed |
$198K - $218K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.85KClosed |
$724K - $797K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-168KClosed |
$65.7M - $72.2M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-1.85KClosed |
$723K - $795K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
2KNew |
$781K - $859K
|
2K
$1.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-773Closed |
$302K - $332K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-575Closed |
$225K - $247K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
43+ 55.13% |
$16.8K - $18.5K
|
121
$71.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-630Closed |
$246K - $271K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.19KNew |
$1.25M - $1.37M
|
3.19K
$1.88M
|
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-428Closed |
$167K - $184K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5Closed |
$1.95K - $2.15K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-227Closed |
$88.7K - $97.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
3.2K+ 13.06% |
$1.25M - $1.38M
|
27.7K
$16.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
PUT |
-2.32K- 65.87% |
$905K - $995K
|
1.2K
$709K
|
|
|
Oct 15, 2021
Q3 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-521Closed |
$204K - $224K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
180+ 360.0% |
$70.3K - $77.3K
|
230
$136K
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
PUT |
-500- 83.33% |
$195K - $215K
|
100
$59.1K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-253Closed |
$98.9K - $109K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-50- 8.5% |
$18.2K - $21K
|
538
$318K
|
|
|
Jun 22, 2023
Q2 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
56.2KNew |
$20.5M - $23.7M
|
56.2K
$33.2M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
467+ 33.48% |
$170K - $197K
|
1.86K
$1.1M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10.2KNew |
$3.71M - $4.29M
|
10.2K
$6.02M
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.32KClosed |
$482K - $557K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-1.26KClosed |
$459K - $530K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-32KClosed |
$11.7M - $13.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-728Closed |
$265K - $306K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
19.4KNew |
$7.06M - $8.15M
|
19.4K
$11.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-14.3K- 78.97% |
$5.2M - $6M
|
3.8K
$2.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-745Closed |
$271K - $314K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
917New |
$334K - $386K
|
917
$542K
|
|
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.46KClosed |
$533K - $615K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1.15KClosed |
$419K - $484K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-26Closed |
$9.47K - $10.9K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-558Closed |
$203K - $235K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cqs (Us), LLC
New York, NY |
SELL
|
- |
-21.8KClosed |
$7.93M - $9.16M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-11- 0.41% |
$4.01K - $4.63K
|
2.69K
$1.59M
|
|