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 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
942New |
$472K - $518K
|
942
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
424New |
$213K - $233K
|
424
$130K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-298- 34.33% |
$149K - $164K
|
570
$174K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-414- 9.17% |
$208K - $228K
|
4.1K
$1.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-963- 12.19% |
$483K - $530K
|
6.94K
$2.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
131+ 16.93% |
$65.7K - $72K
|
905
$277K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
275+ 0.35% |
$138K - $151K
|
80K
$24.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-17.2K- 80.64% |
$8.64M - $9.48M
|
4.14K
$1.27M
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
425New |
$213K - $234K
|
425
$130K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
35New |
$17.5K - $19.2K
|
35
$10.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
32+ 0.45% |
$16K - $17.6K
|
7.11K
$2.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-46.7K- 71.85% |
$23.4M - $25.7M
|
18.3K
$5.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
14.8KNew |
$7.44M - $8.16M
|
14.8K
$4.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-377- 24.03% |
$189K - $207K
|
1.19K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
1.4K+ 216.1% |
$700K - $768K
|
2.04K
$624K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-973- 4.24% |
$488K - $535K
|
22K
$6.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.42% |
$501 - $550
|
238
$72.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-156- 2.36% |
$78.2K - $85.8K
|
6.44K
$1.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45- 0.11% |
$22.6K - $24.7K
|
42.7K
$13.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
30New |
$15K - $16.5K
|
30
$9.17K
|
|
|
Nov 01, 2022
Q3 2022
|
Gabalex Capital Management LLC
|
SELL
|
- |
-5K- 20.0% |
$2.51M - $2.75M
|
20K
$6.11M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-32- 3.24% |
$16K - $17.6K
|
955
$292K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.31KNew |
$654K - $718K
|
1.31K
$399K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-6- 0.42% |
$3.01K - $3.3K
|
1.44K
$439K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13.1KNew |
$6.57M - $7.21M
|
13.1K
$4.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-26.6K- 20.23% |
$13.3M - $14.6M
|
105K
$32M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-531- 30.39% |
$266K - $292K
|
1.22K
$372K
|
|
|
Oct 26, 2022
Q3 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-119- 1.22% |
$59.6K - $65.4K
|
9.66K
$2.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
6.71KNew |
$3.36M - $3.69M
|
6.71K
$2.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 2.08% |
$7.02K - $7.7K
|
688
$210K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-775- 18.56% |
$388K - $426K
|
3.4K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
508+ 3.39% |
$255K - $279K
|
15.5K
$4.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
856New |
$429K - $471K
|
856
$262K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
102+ 1.1% |
$51.1K - $56.1K
|
9.42K
$2.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 2.55% |
$5.01K - $5.5K
|
402
$123K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5- 1.15% |
$2.51K - $2.75K
|
428
$131K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$1.95M - $2.14M
|
3.9K
$1.19M
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
2New |
$1K - $1.1K
|
2
$611
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.04K+ 1.59% |
$519K - $570K
|
66.4K
$20.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-55- 10.89% |
$27.6K - $30.2K
|
450
$138K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-4- 0.13% |
$2K - $2.2K
|
3.02K
$924K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
24New |
$12K - $13.2K
|
24
$7.33K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
339+ 5.79% |
$170K - $186K
|
6.19K
$1.89M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.17K- 13.67% |
$1.59M - $1.74M
|
20K
$6.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-632- 1.48% |
$317K - $348K
|
42.2K
$12.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-12- 2.14% |
$6.01K - $6.6K
|
550
$168K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
32+ 160.0% |
$16K - $17.6K
|
52
$15.9K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-10- 10.53% |
$5.01K - $5.5K
|
85
$26K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 16.98% |
$50.1K - $55K
|
489
$149K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-397- 3.71% |
$199K - $218K
|
10.3K
$3.15M
|