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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-168- 3.24% |
$73.8K - $88.1K
|
5.01K
$1.44M
|
|
Aug 08, 2024
Q2 2024
|
Crake Asset Management LLP
London, X0 |
SELL
|
- |
-52K- 65.83% |
$22.8M - $27.3M
|
27K
$7.78M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.32% |
$1.32K - $1.57K
|
231
$66.5K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-379- 4.86% |
$166K - $199K
|
7.42K
$2.14M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$615K - $734K
|
1.4K
$403K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
PUT |
1KNew |
$439K - $525K
|
1K
$288K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.51K- 93.13% |
$1.1M - $1.32M
|
185
$53.3K
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
20+ 0.7% |
$8.78K - $10.5K
|
2.87K
$827K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-42- 5.03% |
$18.4K - $22K
|
793
$228K
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.26% |
$878 - $1.05K
|
771
$222K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
81+ 17.69% |
$35.6K - $42.5K
|
539
$155K
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 12.5% |
$878 - $1.05K
|
18
$5.19K
|
|
Aug 07, 2024
Q2 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-4.2K- 70.0% |
$1.84M - $2.2M
|
1.8K
$519K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.53K- 36.89% |
$1.99M - $2.38M
|
7.76K
$2.23M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
4.98K+ 20.6% |
$2.19M - $2.61M
|
29.2K
$8.4M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-166- 6.69% |
$72.9K - $87.1K
|
2.31K
$667K
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-10- 35.71% |
$4.39K - $5.25K
|
18
$5.19K
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-26- 3.0% |
$11.4K - $13.6K
|
841
$242K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
161New |
$70.7K - $84.5K
|
161
$46.4K
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-346- 39.95% |
$152K - $182K
|
520
$150K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$11.9K - $14.2K
|
27
$7.78K
|
|
Aug 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.64K- 74.51% |
$719K - $859K
|
560
$161K
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-556- 38.32% |
$244K - $292K
|
895
$258K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-51- 70.83% |
$22.4K - $26.8K
|
21
$6.05K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
202KNew |
$88.7M - $106M
|
202K
$58.2M
|
|
Aug 02, 2024
Q2 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-835- 0.37% |
$367K - $438K
|
225K
$64.8M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.9KNew |
$3.91M - $4.67M
|
8.9K
$2.56M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100New |
$43.9K - $52.5K
|
100
$28.8K
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-158- 4.3% |
$69.4K - $82.9K
|
3.52K
$1.01M
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.39K- 76.46% |
$1.93M - $2.3M
|
1.35K
$389K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
185+ 4.08% |
$81.3K - $97.1K
|
4.72K
$1.36M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.17% |
$6.15K - $7.34K
|
8.31K
$2.39M
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
414New |
$182K - $217K
|
414
$119K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
403New |
$177K - $211K
|
403
$116K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
104+ 2.2% |
$45.7K - $54.6K
|
4.83K
$1.39M
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.59% |
$439 - $525
|
170
$49K
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-6.62K- 77.93% |
$2.91M - $3.47M
|
1.88K
$540K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.2KNew |
$527K - $630K
|
1.2K
$346K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
340New |
$149K - $178K
|
340
$97.9K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-279- 9.39% |
$123K - $146K
|
2.69K
$775K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
47+ 5.06% |
$20.6K - $24.7K
|
975
$281K
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
98+ 15.78% |
$43K - $51.4K
|
719
$207K
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-33.7K- 98.68% |
$14.8M - $17.7M
|
450
$130K
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
170+ 39.08% |
$74.7K - $89.2K
|
605
$174K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-523- 25.49% |
$230K - $274K
|
1.53K
$440K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40- 1.51% |
$17.6K - $21K
|
2.61K
$751K
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.01K- 70.57% |
$442K - $528K
|
420
$121K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-422- 23.26% |
$185K - $221K
|
1.39K
$401K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 9.81% |
$43.9K - $52.5K
|
919
$265K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-33- 0.39% |
$14.5K - $17.3K
|
8.36K
$2.41M
|