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 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-377- 24.03% |
$189K - $207K
|
1.19K
$624K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
1.4K+ 216.1% |
$700K - $768K
|
2.04K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-973- 4.24% |
$488K - $535K
|
22K
$11.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.42% |
$501 - $550
|
238
$125K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-156- 2.36% |
$78.2K - $85.8K
|
6.44K
$3.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45- 0.11% |
$22.6K - $24.7K
|
42.7K
$22.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
30New |
$15K - $16.5K
|
30
$15.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Gabalex Capital Management LLC
|
SELL
|
- |
-5K- 20.0% |
$2.51M - $2.75M
|
20K
$10.5M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-32- 3.24% |
$16K - $17.6K
|
955
$500K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.31KNew |
$654K - $718K
|
1.31K
$683K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-6- 0.42% |
$3.01K - $3.3K
|
1.44K
$752K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13.1KNew |
$6.57M - $7.21M
|
13.1K
$6.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-26.6K- 20.23% |
$13.3M - $14.6M
|
105K
$54.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-531- 30.39% |
$266K - $292K
|
1.22K
$637K
|
|
|
Oct 26, 2022
Q3 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-119- 1.22% |
$59.6K - $65.4K
|
9.66K
$5.06M
|
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
6.71KNew |
$3.36M - $3.69M
|
6.71K
$3.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 2.08% |
$7.02K - $7.7K
|
688
$360K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-775- 18.56% |
$388K - $426K
|
3.4K
$1.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
508+ 3.39% |
$255K - $279K
|
15.5K
$8.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
856New |
$429K - $471K
|
856
$448K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
102+ 1.1% |
$51.1K - $56.1K
|
9.42K
$4.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 2.55% |
$5.01K - $5.5K
|
402
$210K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5- 1.15% |
$2.51K - $2.75K
|
428
$224K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$1.95M - $2.14M
|
3.9K
$2.04M
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
2New |
$1K - $1.1K
|
2
$1.05K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.04K+ 1.59% |
$519K - $570K
|
66.4K
$34.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-55- 10.89% |
$27.6K - $30.2K
|
450
$236K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-4- 0.13% |
$2K - $2.2K
|
3.02K
$1.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
24New |
$12K - $13.2K
|
24
$12.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
339+ 5.79% |
$170K - $186K
|
6.19K
$3.24M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.17K- 13.67% |
$1.59M - $1.74M
|
20K
$10.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-632- 1.48% |
$317K - $348K
|
42.2K
$22.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-12- 2.14% |
$6.01K - $6.6K
|
550
$288K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
32+ 160.0% |
$16K - $17.6K
|
52
$27.2K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-10- 10.53% |
$5.01K - $5.5K
|
85
$44.5K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 16.98% |
$50.1K - $55K
|
489
$256K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-397- 3.71% |
$199K - $218K
|
10.3K
$5.39M
|
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-1.87KClosed |
$935K - $1.03M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
465+ 30.82% |
$210K - $254K
|
1.97K
$1.03M
|
|
|
Oct 04, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
907New |
$410K - $495K
|
907
$475K
|
|
|
Sep 12, 2022
Q2 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-3.2KClosed |
$1.45M - $1.75M
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
16+ 0.4% |
$7.23K - $8.74K
|
4.07K
$2.13M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-89Closed |
$40.2K - $48.6K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
SELL
|
- |
-4KClosed |
$1.81M - $2.18M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Redmile Group, LLC
San Francisco, CA |
SELL
|
- |
-53.4KClosed |
$24.2M - $29.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-26Closed |
$11.8K - $14.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
SELL
|
- |
-10KClosed |
$4.52M - $5.46M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.71KClosed |
$2.58M - $3.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
598New |
$270K - $327K
|
598
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-543Closed |
$245K - $296K
|
0
$0
|
|