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 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
435New |
$168K - $220K
|
435
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-177Closed |
$68.5K - $89.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-45.8KClosed |
$17.7M - $23.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
CALL |
-100KClosed |
$38.7M - $50.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-81.1KClosed |
$31.4M - $41M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-367- 91.75% |
$142K - $186K
|
33
$17.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-1.6KClosed |
$618K - $807K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
PUT |
-200Closed |
$77.4K - $101K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
11.9K+ 2.69% |
$4.61M - $6.02M
|
454K
$238M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-227Closed |
$87.9K - $115K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
687New |
$266K - $347K
|
687
$360K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-972Closed |
$376K - $491K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.51KClosed |
$584K - $762K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-547Closed |
$212K - $277K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-64Closed |
$24.8K - $32.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
PUT |
396+ 9900.0% |
$153K - $200K
|
400
$210K
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.95KNew |
$1.92M - $2.5M
|
4.95K
$2.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1+ 0.77% |
$387 - $506
|
131
$68.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-841Closed |
$325K - $425K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
St. James Investment Company, LLC
|
SELL
|
- |
-24.6KClosed |
$9.51M - $12.4M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-23Closed |
$8.9K - $11.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-271KClosed |
$105M - $137M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
204New |
$79K - $103K
|
204
$107K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7Closed |
$2.71K - $3.54K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.57KClosed |
$606K - $791K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$458K - $598K
|
1.18K
$620K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 45.05% |
$38.7K - $50.6K
|
122
$63.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-16Closed |
$6.19K - $8.09K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
500New |
$194K - $253K
|
500
$262K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3Closed |
$1.16K - $1.52K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.75KClosed |
$678K - $886K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
90+ 26.01% |
$34.8K - $45.5K
|
436
$228K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$596K - $779K
|
1.54K
$807K
|
|
| Q3 2021 | |||||||
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4Closed |
$1.56K - $1.72K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.08K+ 16.29% |
$422K - $465K
|
7.72K
$4.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-651Closed |
$254K - $280K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-7.19KClosed |
$2.81M - $3.09M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
15KNew |
$5.86M - $6.45M
|
15K
$7.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-1.71KClosed |
$669K - $736K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-6.06KClosed |
$2.37M - $2.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-176Closed |
$68.8K - $75.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.28K+ 38.64% |
$498K - $548K
|
4.58K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
772New |
$302K - $332K
|
772
$404K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-85.1KClosed |
$33.2M - $36.6M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-120Closed |
$46.9K - $51.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-508Closed |
$198K - $218K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.85KClosed |
$724K - $797K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-168KClosed |
$65.7M - $72.2M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-1.85KClosed |
$723K - $795K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
2KNew |
$781K - $859K
|
2K
$1.05M
|
|