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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-49- 8.8% |
$23.9K - $29.6K
|
508
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1+ 0.06% |
$488 - $604
|
1.57K
$835K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
352New |
$172K - $213K
|
352
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-2.5K- 7.16% |
$1.22M - $1.51M
|
32.4K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45+ 6.4% |
$22K - $27.2K
|
748
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 35.94% |
$9.39M - $11.6M
|
34.3K
$18.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.2K+ 18.61% |
$1.56M - $1.93M
|
20.4K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.62K- 61.76% |
$788K - $976K
|
1K
$533K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.38K+ 9.09% |
$1.65M - $2.04M
|
40.6K
$21.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
401New |
$196K - $242K
|
401
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.23K+ 0.56% |
$2.55M - $3.16M
|
936K
$499M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
27+ 1.24% |
$13.2K - $16.3K
|
2.21K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-35- 4.76% |
$17.1K - $21.1K
|
700
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-153- 18.66% |
$74.7K - $92.4K
|
667
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-200- 6.22% |
$97.6K - $121K
|
3.02K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
880+ 4.08% |
$429K - $532K
|
22.4K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-294- 5.13% |
$143K - $178K
|
5.44K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 3.68% |
$21K - $26K
|
1.21K
$646K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
76+ 12.67% |
$37.1K - $45.9K
|
676
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-176- 19.09% |
$85.9K - $106K
|
746
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.18K- 6.75% |
$578K - $715K
|
16.4K
$8.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
607+ 79.24% |
$296K - $367K
|
1.37K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-8- 0.7% |
$3.9K - $4.83K
|
1.13K
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
700New |
$342K - $423K
|
700
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
378New |
$184K - $228K
|
378
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
336+ 2.91% |
$164K - $203K
|
11.9K
$6.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8- 1.09% |
$3.9K - $4.83K
|
728
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
386New |
$188K - $233K
|
386
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11+ 1.49% |
$5.37K - $6.65K
|
751
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-338- 22.53% |
$165K - $204K
|
1.16K
$620K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.84KNew |
$899K - $1.11M
|
1.84K
$983K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-99- 20.8% |
$48.3K - $59.8K
|
377
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
698+ 5.35% |
$341K - $422K
|
13.7K
$7.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
448New |
$219K - $271K
|
448
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-445- 42.75% |
$217K - $269K
|
596
$318K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
344New |
$168K - $208K
|
344
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.19% |
$2.44K - $3.02K
|
2.64K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
375New |
$183K - $227K
|
375
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7- 12.28% |
$3.42K - $4.23K
|
50
$26.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-10- 1.93% |
$4.88K - $6.04K
|
508
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
500+ 100.0% |
$244K - $302K
|
1K
$533K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-673- 40.3% |
$328K - $407K
|
997
$532K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-225- 24.32% |
$110K - $136K
|
700
$373K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 11.22% |
$5.37K - $6.65K
|
87
$46.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 11.3% |
$48.8K - $60.4K
|
785
$419K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-13- 3.93% |
$6.34K - $7.85K
|
318
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.83KNew |
$1.38M - $1.71M
|
2.83K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-93.4K- 93.04% |
$45.6M - $56.4M
|
6.98K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-47- 1.94% |
$22.9K - $28.4K
|
2.38K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
349New |
$170K - $211K
|
349
$186K
|