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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8New |
$3.99K - $4.44K
|
8
$4.78K
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.02KNew |
$509K - $566K
|
1.02K
$609K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
391+ 6.49% |
$195K - $217K
|
6.41K
$3.83M
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-59- 6.77% |
$29.4K - $32.8K
|
813
$486K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
100+ 6.25% |
$49.9K - $55.5K
|
1.7K
$1.02M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-410- 19.48% |
$205K - $228K
|
1.7K
$1.01M
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
3.04KNew |
$1.52M - $1.69M
|
3.04K
$1.82M
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-310- 32.36% |
$155K - $172K
|
648
$387K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-48- 2.57% |
$23.9K - $26.6K
|
1.82K
$1.09M
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-225- 35.43% |
$112K - $125K
|
410
$245K
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
363+ 11.15% |
$181K - $202K
|
3.62K
$2.16M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
84New |
$41.9K - $46.6K
|
84
$50.2K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
85New |
$42.4K - $47.2K
|
85
$50.8K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
59.4K+ 235.11% |
$29.8M - $32.7M
|
84.7K
$50.6M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
4K+ 15.09% |
$2M - $2.2M
|
30.5K
$18.2M
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
11.1KNew |
$5.55M - $6.09M
|
11.1K
$6.62M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-675- 0.88% |
$338K - $371K
|
75.8K
$45.3M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
960New |
$481K - $528K
|
960
$574K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.82K+ 18.93% |
$910K - $998K
|
11.4K
$6.81M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
139+ 1.98% |
$69.7K - $76.4K
|
7.14K
$4.27M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-392- 10.52% |
$196K - $216K
|
3.34K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-75- 1.63% |
$37.6K - $41.2K
|
4.52K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 20.0% |
$1K - $1.1K
|
8
$4.78K
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
383+ 79.3% |
$192K - $211K
|
866
$517K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50- 26.18% |
$25.1K - $27.5K
|
141
$84.2K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-99- 33.0% |
$49.6K - $54.4K
|
201
$120K
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.3KNew |
$5.16M - $5.67M
|
10.3K
$6.15M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.57K- 27.3% |
$789K - $866K
|
4.19K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Integral Health Asset Management, LLC
|
BUY
|
- |
15KNew |
$7.52M - $8.25M
|
15K
$8.96M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.7KClosed |
$6.35M - $6.97M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-5.8K- 5.28% |
$2.91M - $3.19M
|
104K
$62.2M
|
|
Nov 14, 2022
Q3 2022
|
Applied Research Investments, LLC
|
SELL
|
- |
-1.2K- 68.43% |
$602K - $660K
|
554
$331K
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
3.65KNew |
$1.83M - $2.01M
|
3.65K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-14- 1.54% |
$7.02K - $7.7K
|
897
$536K
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
42+ 2.65% |
$21.1K - $23.1K
|
1.63K
$973K
|
|
Nov 14, 2022
Q3 2022
|
Health Cor Management, L.P.
New York, NY |
SELL
|
- |
-5.25K- 7.69% |
$2.63M - $2.89M
|
63K
$37.6M
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$1.5M - $1.65M
|
3K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.25K- 3.56% |
$1.13M - $1.24M
|
60.9K
$36.4M
|
|
Nov 14, 2022
Q3 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-96- 8.17% |
$48.1K - $52.8K
|
1.08K
$645K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.1K+ 224.96% |
$6.06M - $6.65M
|
17.5K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.57KNew |
$1.79M - $1.96M
|
3.57K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-30- 0.24% |
$15K - $16.5K
|
12.4K
$7.39M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
262New |
$131K - $144K
|
262
$157K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.4K- 0.61% |
$6.19M - $6.79M
|
2M
$1.19B
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-4- 0.75% |
$2K - $2.2K
|
526
$314K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-15- 37.5% |
$7.52K - $8.25K
|
25
$14.9K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-328KClosed |
$164M - $180M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
708New |
$355K - $389K
|
708
$423K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.69K+ 480.92% |
$2.35M - $2.58M
|
5.66K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
109New |
$54.6K - $59.9K
|
109
$65.1K
|