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 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
16.2K+ 6.39% |
$8.25M - $8.96M
|
270K
$141M
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
8.43KNew |
$4.29M - $4.66M
|
8.43K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.05K- 45.28% |
$1.04M - $1.13M
|
2.47K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
824New |
$420K - $456K
|
824
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
4.55KNew |
$2.32M - $2.52M
|
4.55K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
1.64KNew |
$838K - $909K
|
1.64K
$861K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.14KNew |
$1.09M - $1.18M
|
2.14K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
3.83KNew |
$1.95M - $2.12M
|
3.83K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-87- 10.57% |
$44.3K - $48.1K
|
736
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.81% |
$18.3K - $19.9K
|
4.4K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.49K- 9.57% |
$1.27M - $1.37M
|
23.5K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.41K+ 12.56% |
$720K - $781K
|
12.7K
$6.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-173- 7.93% |
$88.1K - $95.7K
|
2.01K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-3.29K- 68.54% |
$1.67M - $1.82M
|
1.51K
$790K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3.4KNew |
$1.73M - $1.88M
|
3.4K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
160New |
$81.5K - $88.5K
|
160
$83.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
950New |
$484K - $525K
|
950
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-500- 49.8% |
$255K - $276K
|
504
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 25.06% |
$153K - $166K
|
1.5K
$784K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25New |
$12.7K - $13.8K
|
25
$13.1K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-635- 26.79% |
$324K - $351K
|
1.74K
$908K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
614+ 33.12% |
$313K - $340K
|
2.47K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
250+ 4.58% |
$127K - $138K
|
5.71K
$2.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 2.08% |
$22.9K - $24.9K
|
2.21K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 13.07% |
$10.2K - $11.1K
|
133
$69.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-704- 16.54% |
$359K - $389K
|
3.55K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
518New |
$264K - $286K
|
518
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3- 0.54% |
$1.53K - $1.66K
|
548
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-552- 40.86% |
$281K - $305K
|
799
$418K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.84KNew |
$939K - $1.02M
|
1.84K
$965K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-396- 3.62% |
$202K - $219K
|
10.5K
$5.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.97K+ 10.19% |
$1M - $1.09M
|
21.3K
$11.2M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37- 5.2% |
$18.9K - $20.5K
|
675
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.13K- 22.84% |
$573K - $622K
|
3.8K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
3.63KNew |
$1.85M - $2.01M
|
3.63K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
20New |
$10.2K - $11.1K
|
20
$10.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-569- 8.71% |
$290K - $315K
|
5.96K
$3.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-400- 94.12% |
$204K - $221K
|
25
$13.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
124+ 7.96% |
$63.2K - $68.6K
|
1.68K
$880K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$153K - $166K
|
300
$157K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 4.31% |
$1.05M - $1.14M
|
45.8K
$24M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.97% |
$6.62K - $7.19K
|
1.36K
$711K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$1.57K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
386New |
$197K - $213K
|
386
$202K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-85- 9.05% |
$43.3K - $47K
|
854
$447K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 5.73% |
$16.8K - $18.2K
|
543
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
23+ 9.16% |
$11.7K - $12.7K
|
274
$143K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-307- 51.08% |
$156K - $170K
|
294
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
19+ 1.1% |
$9.68K - $10.5K
|
1.74K
$912K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.29KNew |
$1.17M - $1.27M
|
2.29K
$1.2M
|