Latest Institutional Transactions on Universal Health Services Inc (UHS)
This table provides information on the latest institutional transactions involving Universal Health Services Inc (UHS) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-15.9K- 36.04% |
$2.01M - $2.5M
|
28.1K
$5.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
21.1KNew |
$2.68M - $3.33M
|
21.1K
$3.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
3.79KNew |
$482K - $599K
|
3.79K
$693K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.67KNew |
$593K - $737K
|
4.67K
$853K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.93KNew |
$245K - $304K
|
1.93K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.92KNew |
$243K - $303K
|
1.92K
$350K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-101- 1.76% |
$12.8K - $15.9K
|
5.64K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
200New |
$25.4K - $31.6K
|
200
$36.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-16.8K- 83.11% |
$2.13M - $2.65M
|
3.42K
$624K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-303- 15.53% |
$38.5K - $47.8K
|
1.65K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20KNew |
$2.53M - $3.15M
|
20K
$3.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62+ 1.07% |
$7.87K - $9.78K
|
5.87K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.31KNew |
$166K - $206K
|
1.31K
$239K
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
6.53KNew |
$829K - $1.03M
|
6.53K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-299K- 38.83% |
$37.9M - $47.1M
|
470K
$85.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 40.0% |
$1.02K - $1.26K
|
12
$2.19K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-50- 50.0% |
$6.35K - $7.89K
|
50
$9.13K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
PUT |
-600- 85.71% |
$76.2K - $94.7K
|
100
$18.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2KNew |
$254K - $316K
|
2K
$365K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 10.0% |
$254 - $316
|
18
$3.29K
|
|
| Q1 2023 | |||||||
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48- 5.66% |
$5.59K - $7.33K
|
800
$146K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
28.4KNew |
$3.31M - $4.34M
|
28.4K
$5.19M
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-2K- 51.01% |
$233K - $305K
|
1.92K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.14KNew |
$249K - $327K
|
2.14K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
79+ 45.4% |
$9.21K - $12.1K
|
253
$46.2K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
21New |
$2.45K - $3.21K
|
21
$3.83K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$436K - $571K
|
3.74K
$683K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
51+ 2.87% |
$5.94K - $7.79K
|
1.83K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-215K- 43.74% |
$25.1M - $32.8M
|
277K
$50.5M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.33KNew |
$505K - $661K
|
4.33K
$791K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
75New |
$8.74K - $11.5K
|
75
$13.7K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$350 - $458
|
3
$548
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
156+ 975.0% |
$18.2K - $23.8K
|
172
$31.4K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-6- 6.67% |
$699 - $916
|
84
$15.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 50.0% |
$233 - $305
|
6
$1.1K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50New |
$5.83K - $7.63K
|
50
$9.13K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-294- 15.24% |
$34.3K - $44.9K
|
1.64K
$299K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27.2KNew |
$3.17M - $4.15M
|
27.2K
$4.97M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-7- 0.42% |
$816 - $1.07K
|
1.66K
$303K
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.26KNew |
$293K - $463K
|
3.26K
$595K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$154K - $243K
|
1.71K
$312K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
16New |
$1.44K - $2.27K
|
16
$2.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.01% |
$90 - $142
|
8.02K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Governors Lane LP
New York, NY |
BUY
|
- |
37.5KNew |
$3.38M - $5.33M
|
37.5K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
10KNew |
$900K - $1.42M
|
10K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
556KNew |
$50M - $78.9M
|
556K
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
Westport Asset Management Inc
Southport, CT |
SELL
|
- |
-33K- 33.65% |
$2.97M - $4.69M
|
65.1K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-1.7K- 2.54% |
$153K - $241K
|
65.3K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
50+ 6.89% |
$4.5K - $7.1K
|
776
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-28- 90.32% |
$2.52K - $3.98K
|
3
$548
|
|