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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.55% |
$5.52K - $6.22K
|
785
$236K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$46K - $51.8K
|
100
$30.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.21% |
$20.7K - $23.3K
|
3.66K
$1.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.77K+ 5.95% |
$813K - $915K
|
31.5K
$9.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.38K - $1.55K
|
1.05K
$317K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-860- 3.57% |
$396K - $446K
|
23.2K
$6.99M
|
|
| Q4 2022 | |||||||
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-10- 2.44% |
$4.99K - $5.55K
|
400
$120K
|
|
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
32+ 0.77% |
$16K - $17.8K
|
4.16K
$1.25M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-495Closed |
$247K - $275K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
410New |
$205K - $228K
|
410
$123K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
661New |
$330K - $367K
|
661
$199K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.75KNew |
$871K - $969K
|
1.75K
$525K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
179+ 11.8% |
$89.3K - $99.4K
|
1.7K
$510K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12New |
$5.99K - $6.66K
|
12
$3.61K
|
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-635- 4.28% |
$317K - $353K
|
14.2K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
612+ 12.3% |
$305K - $340K
|
5.59K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
36+ 2.11% |
$18K - $20K
|
1.75K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
2.97K+ 1.38% |
$1.48M - $1.65M
|
218K
$65.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.32K+ 16.48% |
$659K - $734K
|
9.34K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.05K+ 192.66% |
$524K - $583K
|
1.6K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
8.66K+ 154.97% |
$4.32M - $4.81M
|
14.3K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-200- 5.48% |
$99.8K - $111K
|
3.45K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-20- 2.53% |
$9.98K - $11.1K
|
770
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
615New |
$307K - $341K
|
615
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
692+ 5.74% |
$345K - $384K
|
12.8K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-101- 1.49% |
$50.4K - $56.1K
|
6.68K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
53+ 1.49% |
$26.4K - $29.4K
|
3.6K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
PUT |
78New |
$38.9K - $43.3K
|
78
$23.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 40.0% |
$499K - $555K
|
1.5K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
197New |
$98.3K - $109K
|
197
$59.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-600- 23.08% |
$299K - $333K
|
2K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-28K- 34.74% |
$14M - $15.5M
|
52.6K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.9MNew |
$4.44B - $4.94B
|
8.9M
$2.67B
|
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
18.8KNew |
$9.38M - $10.4M
|
18.8K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
1.2K+ 20.69% |
$599K - $666K
|
7K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.89% |
$52.4K - $58.3K
|
11.9K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.21K+ 51.02% |
$1.1M - $1.23M
|
6.54K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
137New |
$68.3K - $76.1K
|
137
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
3KNew |
$1.5M - $1.67M
|
3K
$902K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
44.7KNew |
$22.3M - $24.8M
|
44.7K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
951New |
$474K - $528K
|
951
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
59New |
$29.4K - $32.8K
|
59
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.66M- 99.81% |
$1.33B - $1.48B
|
5.03K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-42- 7.54% |
$21K - $23.3K
|
515
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.22K+ 1.58% |
$1.61M - $1.79M
|
207K
$62.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-355- 5.02% |
$177K - $197K
|
6.72K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-28.1K- 99.12% |
$14M - $15.6M
|
250
$75.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 2.33% |
$499 - $555
|
44
$13.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 81.71% |
$2.33M - $2.59M
|
1.05K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-454- 49.13% |
$226K - $252K
|
470
$141K
|
|