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 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
123+ 0.74% |
$60K - $74.3K
|
16.6K
$8.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
102+ 0.41% |
$49.8K - $61.6K
|
25.3K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-12- 1.38% |
$5.86K - $7.25K
|
860
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-65.5K- 5.89% |
$31.9M - $39.6M
|
1.05M
$559M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5+ 0.71% |
$2.44K - $3.02K
|
710
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.34K+ 95.84% |
$1.63M - $2.02M
|
6.83K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-709- 4.12% |
$346K - $428K
|
16.5K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-29.5K- 89.39% |
$14.4M - $17.8M
|
3.5K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
428+ 3.88% |
$209K - $259K
|
11.5K
$6.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-241K- 4.88% |
$118M - $146M
|
4.7M
$2.51B
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-26- 0.61% |
$12.7K - $15.7K
|
4.21K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 1.11% |
$4.88K - $6.04K
|
910
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.2K+ 30.29% |
$12.8M - $15.8M
|
113K
$60.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
90.2K+ 11.37% |
$44M - $54.5M
|
884K
$472M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
318K+ 1.65% |
$155M - $192M
|
19.6M
$10.5B
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-75- 3.38% |
$36.6K - $45.3K
|
2.14K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.39K+ 1028.1% |
$2.14M - $2.65M
|
4.82K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-24- 0.35% |
$11.7K - $14.5K
|
6.81K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-17.8K- 2.1% |
$8.69M - $10.8M
|
828K
$442M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-9.73K- 38.97% |
$4.75M - $5.88M
|
15.2K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.2KNew |
$2.05M - $2.54M
|
4.2K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
202+ 2.72% |
$98.6K - $122K
|
7.62K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-31- 0.62% |
$15.1K - $18.7K
|
4.99K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.63K- 6.18% |
$797K - $987K
|
24.8K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-826- 22.26% |
$403K - $499K
|
2.89K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.82K- 26.02% |
$1.86M - $2.31M
|
10.9K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-20- 0.84% |
$9.76K - $12.1K
|
2.35K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
790+ 14.07% |
$386K - $477K
|
6.41K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-98- 3.79% |
$47.8K - $59.2K
|
2.49K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 4.78% |
$48.8K - $60.4K
|
2.19K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
90New |
$43.9K - $54.4K
|
90
$48.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.02K- 4.14% |
$496K - $614K
|
23.5K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
309+ 12.82% |
$151K - $187K
|
2.72K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
106+ 1.32% |
$51.7K - $64K
|
8.15K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-21- 1.98% |
$10.2K - $12.7K
|
1.04K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-569- 29.5% |
$278K - $344K
|
1.36K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-101- 1.86% |
$49.3K - $61K
|
5.32K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
370+ 4.07% |
$181K - $224K
|
9.47K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35+ 7.53% |
$17.1K - $21.1K
|
500
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.88K+ 111.85% |
$1.4M - $1.74M
|
5.45K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
428New |
$209K - $259K
|
428
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.25% |
$3.42K - $4.23K
|
2.84K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
953+ 209.45% |
$465K - $576K
|
1.41K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$1.96M - $2.43M
|
4.02K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.84K- 34.95% |
$896K - $1.11M
|
3.42K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
754New |
$368K - $456K
|
754
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-81- 3.13% |
$39.5K - $48.9K
|
2.5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-353- 2.6% |
$172K - $213K
|
13.2K
$7.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-4.07K- 19.01% |
$1.99M - $2.46M
|
17.3K
$9.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-632- 47.09% |
$308K - $382K
|
710
$379K
|