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 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-32- 0.95% |
$15.6K - $19.3K
|
3.35K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-6.21K- 3.49% |
$3.03M - $3.75M
|
172K
$91.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
11.3KNew |
$5.51M - $6.83M
|
11.3K
$6M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-689K- 30.39% |
$336M - $416M
|
1.58M
$838M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
93+ 20.17% |
$45.4K - $56.2K
|
554
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-103- 8.22% |
$50.3K - $62.2K
|
1.15K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
10.2K+ 2.93% |
$4.98M - $6.17M
|
358K
$190M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
129K+ 321.23% |
$62.9M - $77.8M
|
169K
$89.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
499New |
$244K - $301K
|
499
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 3.16% |
$28.3K - $35K
|
1.89K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-816- 67.27% |
$398K - $493K
|
397
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
407+ 14.7% |
$199K - $246K
|
3.18K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-38- 43.18% |
$18.5K - $23K
|
50
$26.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-6.44K- 6.43% |
$3.14M - $3.89M
|
93.7K
$49.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
128+ 28.44% |
$62.5K - $77.3K
|
578
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
909+ 7.87% |
$444K - $549K
|
12.5K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-14.1K- 2.15% |
$6.87M - $8.5M
|
640K
$340M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
30+ 4.75% |
$14.6K - $18.1K
|
662
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.01K+ 1.2% |
$3.91M - $4.84M
|
675K
$358M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-203K- 11.3% |
$99.1M - $123M
|
1.59M
$847M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
79+ 0.57% |
$38.6K - $47.7K
|
13.9K
$7.38M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-371- 3.58% |
$181K - $224K
|
9.98K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11- 2.64% |
$5.37K - $6.65K
|
406
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
415+ 5.88% |
$203K - $251K
|
7.48K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.18% |
$5.86K - $7.25K
|
6.83K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-735- 3.64% |
$359K - $444K
|
19.5K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Arnhold LLC
|
SELL
|
- |
-87- 0.2% |
$42.5K - $52.6K
|
44K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-162- 1.76% |
$79.1K - $97.9K
|
9.06K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.34K+ 314.73% |
$2.61M - $3.23M
|
7.04K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
680K+ 16.48% |
$332M - $411M
|
4.81M
$2.55B
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.59K- 2.03% |
$777K - $962K
|
77K
$40.9M
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.36K- 23.45% |
$1.15M - $1.42M
|
7.69K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-598K- 6.61% |
$292M - $361M
|
8.45M
$4.49B
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
572+ 4.6% |
$279K - $346K
|
13K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
383New |
$187K - $231K
|
383
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
972+ 135.75% |
$474K - $587K
|
1.69K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-25K- 75.92% |
$12.2M - $15.1M
|
7.92K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37+ 2.86% |
$18.1K - $22.4K
|
1.33K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.3K+ 6.07% |
$6.5M - $8.04M
|
233K
$124M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
26.9KNew |
$13.1M - $16.3M
|
26.9K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-630- 5.42% |
$307K - $381K
|
11K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.31% |
$488 - $604
|
319
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 2.12% |
$4.88K - $6.04K
|
461
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.8K- 0.54% |
$1.86M - $2.3M
|
694K
$369M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
74+ 2.71% |
$36.1K - $44.7K
|
2.8K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
127K+ 1303.63% |
$62M - $76.7M
|
137K
$72.6M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-200- 11.11% |
$97.6K - $121K
|
1.6K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-12- 2.91% |
$5.86K - $7.25K
|
400
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-307- 2.73% |
$150K - $185K
|
10.9K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.3K+ 6.83% |
$6.51M - $8.05M
|
208K
$111M
|