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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.5KNew |
$7.47M - $9.02M
|
16.5K
$9.92M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
22+ 0.84% |
$9.95K - $12K
|
2.65K
$1.59M
|
|
|
Jul 20, 2022
Q2 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
492New |
$222K - $269K
|
492
$295K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-15KClosed |
$6.78M - $8.19M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-41.6KClosed |
$18.8M - $22.7M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-672Closed |
$304K - $367K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-501Closed |
$226K - $274K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-41- 0.54% |
$18.5K - $22.4K
|
7.61K
$4.57M
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-19- 1.19% |
$8.59K - $10.4K
|
1.58K
$948K
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-75- 15.43% |
$33.9K - $41K
|
411
$247K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
49+ 6.86% |
$22.2K - $26.8K
|
763
$458K
|
|
|
Jul 15, 2022
Q2 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
61New |
$27.6K - $33.3K
|
61
$36.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-400Closed |
$181K - $218K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-311- 1.93% |
$141K - $170K
|
15.8K
$9.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-167Closed |
$75.5K - $91.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-35- 0.21% |
$15.8K - $19.1K
|
16.5K
$9.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$226K - $273K
|
500
$300K
|
|
|
Jul 11, 2022
Q2 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-625Closed |
$283K - $341K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-140- 10.94% |
$63.3K - $76.4K
|
1.14K
$685K
|
|
| Q1 2022 | |||||||
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-6.55KClosed |
$2.99M - $3.41M
|
0
$0
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-991Closed |
$452K - $516K
|
0
$0
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-6Closed |
$2.74K - $3.12K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
528New |
$241K - $275K
|
528
$317K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-123- 25.36% |
$56.1K - $64.1K
|
362
$217K
|
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
573New |
$261K - $298K
|
573
$344K
|
|
|
May 19, 2022
Q1 2022
|
California First Leasing Corp
Newport Beach, CA |
SELL
|
- |
-500- 16.73% |
$228K - $260K
|
2.49K
$1.49M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-100Closed |
$45.6K - $52.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.6KClosed |
$5.74M - $6.56M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-108Closed |
$49.2K - $56.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-576Closed |
$263K - $300K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-101Closed |
$46K - $52.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-550Closed |
$251K - $286K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
75+ 1.23% |
$34.2K - $39.1K
|
6.2K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1K+ 58.82% |
$456K - $521K
|
2.7K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-53.5KClosed |
$24.4M - $27.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-3.44KClosed |
$1.57M - $1.79M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-656Closed |
$299K - $342K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
PUT |
-88- 88.0% |
$40.1K - $45.8K
|
12
$7.21K
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
840New |
$383K - $437K
|
840
$504K
|
|
|
May 12, 2022
Q1 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.8KClosed |
$3.56M - $4.06M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
701New |
$320K - $365K
|
701
$421K
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-5.55KClosed |
$2.53M - $2.89M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-108Closed |
$49.2K - $56.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-50Closed |
$22.8K - $26K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
100New |
$45.6K - $52.1K
|
100
$60.1K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-553Closed |
$252K - $288K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-46Closed |
$21K - $24K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-50Closed |
$22.8K - $26K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-594Closed |
$271K - $309K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$3.19K - $3.65K
|
0
$0
|
|