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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
41+ 2.02% |
$20K - $24.8K
|
2.07K
$1.03M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
25+ 0.69% |
$12.2K - $15.1K
|
3.63K
$1.81M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 5.97% |
$1.95K - $2.42K
|
71
$35.5K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.12K- 9.72% |
$2.01M - $2.49M
|
38.2K
$19.1M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-166- 7.39% |
$81K - $100K
|
2.08K
$1.04M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-175- 2.02% |
$85.4K - $106K
|
8.49K
$4.25M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
90+ 5.64% |
$43.9K - $54.4K
|
1.69K
$844K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14- 1.22% |
$6.83K - $8.46K
|
1.14K
$569K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.39% |
$4.39K - $5.44K
|
2.32K
$1.16M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-131- 22.9% |
$63.9K - $79.1K
|
441
$221K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.35KNew |
$656K - $813K
|
1.35K
$673K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-24.2K- 5.85% |
$11.8M - $14.6M
|
390K
$195M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-978- 4.04% |
$477K - $591K
|
23.2K
$11.6M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-331- 38.62% |
$162K - $200K
|
526
$263K
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
76.5KNew |
$37.3M - $46.2M
|
76.5K
$38.3M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
159+ 124.22% |
$77.6K - $96.1K
|
287
$144K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
251+ 2.84% |
$122K - $152K
|
9.1K
$4.55M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-70- 16.55% |
$34.2K - $42.3K
|
353
$177K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.63K- 15.74% |
$1.28M - $1.59M
|
14.1K
$7.05M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-122K- 1.49% |
$59.5M - $73.6M
|
8.06M
$4.03B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2K+ 1.73% |
$586K - $725K
|
70.7K
$35.4M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-37- 1.95% |
$18.1K - $22.4K
|
1.86K
$932K
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-3.34K- 47.18% |
$1.63M - $2.02M
|
3.74K
$1.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
930+ 5.16% |
$454K - $562K
|
19K
$9.48M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-290K- 87.46% |
$142M - $175M
|
41.6K
$20.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
145KNew |
$70.9M - $87.8M
|
145K
$72.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 3.78% |
$27.3K - $33.8K
|
1.54K
$769K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-293- 12.93% |
$143K - $177K
|
1.97K
$987K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
504New |
$246K - $305K
|
504
$252K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
19.6K+ 209.94% |
$9.55M - $11.8M
|
28.9K
$14.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-103- 3.67% |
$50.3K - $62.2K
|
2.7K
$1.35M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.99K- 6.34% |
$1.95M - $2.41M
|
59K
$29.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 1.8% |
$3.9K - $4.83K
|
436
$218K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-50Closed |
$24.4K - $30.2K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.54KNew |
$752K - $930K
|
1.54K
$770K
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.87K- 33.23% |
$1.89M - $2.34M
|
7.78K
$3.89M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.13K+ 5.09% |
$550K - $682K
|
23.3K
$11.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
275+ 15.85% |
$134K - $166K
|
2.01K
$1.01M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 0.29% |
$3.9K - $4.83K
|
2.76K
$1.38M
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-40- 2.12% |
$19.5K - $24.2K
|
1.85K
$925K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-27- 0.15% |
$13.2K - $16.3K
|
17.6K
$8.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-41.1K- 51.93% |
$20.1M - $24.8M
|
38.1K
$19M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
954New |
$466K - $576K
|
954
$477K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-171- 1.99% |
$83.4K - $103K
|
8.41K
$4.21M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 8.18% |
$23.4K - $29K
|
635
$318K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 1.66% |
$12.2K - $15.1K
|
1.49K
$743K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
37+ 0.89% |
$18.1K - $22.4K
|
4.22K
$2.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24+ 0.87% |
$11.7K - $14.5K
|
2.79K
$1.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-38.9K- 16.0% |
$19M - $23.5M
|
204K
$102M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
316+ 23.92% |
$154K - $191K
|
1.64K
$819K
|