Latest Institutional Purchases of Unitedhealth Group Inc (UNH)
This list provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
528New |
$241K - $275K
|
528
$312K
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
400New |
$182K - $208K
|
400
$236K
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
241+ 96.4% |
$110K - $126K
|
491
$290K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
100New |
$45.6K - $52.1K
|
100
$59.1K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
75+ 1.23% |
$34.2K - $39.1K
|
6.2K
$3.66M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25+ 75.76% |
$11.4K - $13K
|
58
$34.3K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
11.9K+ 2.69% |
$4.61M - $6.02M
|
454K
$268M
|
|
|
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
|
Enhancing Capital LLC
|
BUY
|
- |
2.05KNew |
$793K - $1.04M
|
2.05K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$596K - $779K
|
1.54K
$910K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$458K - $598K
|
1.18K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
687New |
$266K - $347K
|
687
$406K
|
|
|
Jan 31, 2022
Q4 2021
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
500New |
$194K - $253K
|
500
$295K
|
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
435New |
$168K - $220K
|
435
$257K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
429New |
$166K - $217K
|
429
$253K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
PUT |
396+ 9900.0% |
$153K - $200K
|
400
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
204New |
$79K - $103K
|
204
$121K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
90+ 26.01% |
$34.8K - $45.5K
|
436
$258K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
33New |
$12.8K - $16.7K
|
33
$19.5K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
25+ 4.76% |
$9.68K - $12.6K
|
550
$325K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1+ 0.77% |
$387 - $506
|
131
$77.4K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
15KNew |
$5.86M - $6.45M
|
15K
$8.86M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
3.2K+ 13.06% |
$1.25M - $1.38M
|
27.7K
$16.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.19KNew |
$1.25M - $1.37M
|
3.19K
$1.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
2KNew |
$781K - $859K
|
2K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.28K+ 38.64% |
$498K - $548K
|
4.58K
$2.7M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.08K+ 16.29% |
$422K - $465K
|
7.72K
$4.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
772New |
$302K - $332K
|
772
$456K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
180+ 360.0% |
$70.3K - $77.3K
|
230
$136K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
43+ 55.13% |
$16.8K - $18.5K
|
121
$71.5K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
168KNew |
$61.2M - $70.7M
|
168K
$99.2M
|
|
|
Jun 22, 2023
Q2 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
56.2KNew |
$20.5M - $23.7M
|
56.2K
$33.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
19.4KNew |
$7.06M - $8.15M
|
19.4K
$11.4M
|
|
|
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 13, 2021
Q2 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
917New |
$334K - $386K
|
917
$542K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
467+ 33.48% |
$170K - $197K
|
1.86K
$1.1M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
125KNew |
$40.5M - $47.4M
|
125K
$73.9M
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
42.5KNew |
$13.8M - $16.1M
|
42.5K
$25.1M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
PUT |
7.3K+ 429.41% |
$2.37M - $2.77M
|
9K
$5.32M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
2.66K+ 398.95% |
$863K - $1.01M
|
3.33K
$1.97M
|
|
|
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
2.66K+ 1.02% |
$863K - $1.01M
|
264K
$156M
|
|
|
May 17, 2021
Q1 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
550New |
$178K - $208K
|
550
$325K
|
|
|
May 10, 2021
Q1 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
4+ 0.1% |
$1.3K - $1.52K
|
4.07K
$2.4M
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
4KNew |
$1.21M - $1.43M
|
4K
$2.36M
|
|
|
Jan 28, 2021
Q4 2020
|
Scott Investment Partners LLP
|
BUY
|
- |
3.5KNew |
$1.06M - $1.25M
|
3.5K
$2.07M
|
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$304K - $357K
|
1K
$591K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
660New |
$200K - $236K
|
660
$390K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
103New |
$31.3K - $36.8K
|
103
$60.9K
|
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
46+ 2.18% |
$14K - $16.4K
|
2.16K
$1.28M
|
|
|
Feb 25, 2021
Q4 2020
|
Clear Street Markets LLC
|
BUY
|
PUT |
10New |
$3.04K - $3.57K
|
10
$5.91K
|
|