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 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 32.08% |
$8.25K - $10.6K
|
70
$37.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-204- 7.89% |
$99K - $128K
|
2.38K
$1.27M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-170- 6.65% |
$82.5K - $106K
|
2.39K
$1.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 36.1% |
$177K - $228K
|
1.38K
$735K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
356+ 2.47% |
$173K - $223K
|
14.7K
$7.87M
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-40- 1.71% |
$19.5K - $24.2K
|
2.29K
$1.22M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
32+ 5.54% |
$15.6K - $19.3K
|
610
$326K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
641K+ 157.42% |
$313M - $387M
|
1.05M
$560M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
54+ 7.37% |
$26.4K - $32.6K
|
787
$420K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
379New |
$185K - $229K
|
379
$202K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-14- 0.04% |
$6.83K - $8.46K
|
38.2K
$20.4M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.34% |
$3.9K - $4.83K
|
2.37K
$1.26M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
601New |
$293K - $363K
|
601
$321K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 5.97% |
$1.95K - $2.42K
|
71
$37.9K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.12K- 9.72% |
$2.01M - $2.49M
|
38.2K
$20.4M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14- 1.22% |
$6.83K - $8.46K
|
1.14K
$607K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-131- 22.9% |
$63.9K - $79.1K
|
441
$235K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.35KNew |
$656K - $813K
|
1.35K
$718K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-978- 4.04% |
$477K - $591K
|
23.2K
$12.4M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-331- 38.62% |
$162K - $200K
|
526
$281K
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
76.5KNew |
$37.3M - $46.2M
|
76.5K
$40.9M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
251+ 2.84% |
$122K - $152K
|
9.1K
$4.86M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-70- 16.55% |
$34.2K - $42.3K
|
353
$188K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.63K- 15.74% |
$1.28M - $1.59M
|
14.1K
$7.53M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-122K- 1.49% |
$59.5M - $73.6M
|
8.06M
$4.3B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2K+ 1.73% |
$586K - $725K
|
70.7K
$37.8M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-37- 1.95% |
$18.1K - $22.4K
|
1.86K
$995K
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-3.34K- 47.18% |
$1.63M - $2.02M
|
3.74K
$2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-290K- 87.46% |
$142M - $175M
|
41.6K
$22.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-293- 12.93% |
$143K - $177K
|
1.97K
$1.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-103- 3.67% |
$50.3K - $62.2K
|
2.7K
$1.44M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-50Closed |
$24.4K - $30.2K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.87K- 33.23% |
$1.89M - $2.34M
|
7.78K
$4.15M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.13K+ 5.09% |
$550K - $682K
|
23.3K
$12.4M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
275+ 15.85% |
$134K - $166K
|
2.01K
$1.07M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-27- 0.15% |
$13.2K - $16.3K
|
17.6K
$9.39M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-41.1K- 51.93% |
$20.1M - $24.8M
|
38.1K
$20.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
954New |
$466K - $576K
|
954
$509K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-171- 1.99% |
$83.4K - $103K
|
8.41K
$4.49M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 8.18% |
$23.4K - $29K
|
635
$339K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 1.66% |
$12.2K - $15.1K
|
1.49K
$793K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
37+ 0.89% |
$18.1K - $22.4K
|
4.22K
$2.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24+ 0.87% |
$11.7K - $14.5K
|
2.79K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-38.9K- 16.0% |
$19M - $23.5M
|
204K
$109M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
316+ 23.92% |
$154K - $191K
|
1.64K
$874K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
57+ 8.8% |
$27.8K - $34.4K
|
705
$376K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.81K+ 23.72% |
$882K - $1.09M
|
9.43K
$5.03M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
239+ 4.98% |
$117K - $144K
|
5.04K
$2.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 2.54% |
$1.69M - $2.1M
|
133K
$71.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
18.4K+ 14.86% |
$8.96M - $11.1M
|
142K
$75.7M
|
|