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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.97K+ 10.19% |
$1M - $1.09M
|
21.3K
$11.4M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37- 5.2% |
$18.9K - $20.5K
|
675
$360K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.13K- 22.84% |
$573K - $622K
|
3.8K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
3.63KNew |
$1.85M - $2.01M
|
3.63K
$1.94M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
20New |
$10.2K - $11.1K
|
20
$10.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-569- 8.71% |
$290K - $315K
|
5.96K
$3.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-400- 94.12% |
$204K - $221K
|
25
$13.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
124+ 7.96% |
$63.2K - $68.6K
|
1.68K
$897K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$153K - $166K
|
300
$160K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 4.31% |
$1.05M - $1.14M
|
45.8K
$24.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.97% |
$6.62K - $7.19K
|
1.36K
$724K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$1.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
386New |
$197K - $213K
|
386
$206K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-85- 9.05% |
$43.3K - $47K
|
854
$455K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 5.73% |
$16.8K - $18.2K
|
543
$290K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
23+ 9.16% |
$11.7K - $12.7K
|
274
$146K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-307- 51.08% |
$156K - $170K
|
294
$157K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
19+ 1.1% |
$9.68K - $10.5K
|
1.74K
$929K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.29KNew |
$1.17M - $1.27M
|
2.29K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-125- 12.69% |
$63.7K - $69.1K
|
860
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-330- 30.81% |
$168K - $182K
|
741
$395K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.22% |
$1.02K - $1.11K
|
893
$476K
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1K- 11.81% |
$510K - $554K
|
7.48K
$3.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-117- 2.61% |
$59.6K - $64.7K
|
4.37K
$2.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-13- 2.9% |
$6.62K - $7.19K
|
436
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.02K- 17.94% |
$1.03M - $1.12M
|
9.23K
$4.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 18.94% |
$50.9K - $55.3K
|
428
$228K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
23New |
$11.7K - $12.7K
|
23
$12.3K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
989New |
$504K - $547K
|
989
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
876New |
$446K - $484K
|
876
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-14- 1.7% |
$7.13K - $7.74K
|
809
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2KNew |
$1.02M - $1.11M
|
2K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
387New |
$197K - $214K
|
387
$206K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
604+ 12.99% |
$308K - $334K
|
5.25K
$2.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-772- 85.97% |
$393K - $427K
|
126
$67.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
49New |
$25K - $27.1K
|
49
$26.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
594New |
$303K - $328K
|
594
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
PUT |
2.5KNew |
$1.27M - $1.38M
|
2.5K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-45- 7.49% |
$22.9K - $24.9K
|
556
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 1000.0% |
$25.5K - $27.6K
|
55
$29.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-9- 0.95% |
$4.59K - $4.98K
|
938
$500K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
405New |
$206K - $224K
|
405
$216K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
35+ 4.06% |
$17.8K - $19.4K
|
897
$478K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
184+ 10.28% |
$93.7K - $102K
|
1.97K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-125- 4.05% |
$63.7K - $69.1K
|
2.96K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.25% |
$509 - $553
|
399
$213K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-178- 8.17% |
$90.7K - $98.4K
|
2K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
54+ 0.62% |
$27.5K - $29.9K
|
8.79K
$4.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-218- 3.58% |
$111K - $121K
|
5.86K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
450New |
$229K - $249K
|
450
$240K
|