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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-352K- 98.15% |
$172M - $213M
|
6.63K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.19% |
$24.4K - $30.2K
|
2.33K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-12- 0.81% |
$5.86K - $7.25K
|
1.47K
$784K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
211+ 3.05% |
$103K - $127K
|
7.13K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-952- 15.01% |
$465K - $575K
|
5.39K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.94% |
$2.93K - $3.63K
|
644
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
270+ 6.13% |
$132K - $163K
|
4.68K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-140- 1.57% |
$68.3K - $84.6K
|
8.76K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-70- 10.65% |
$34.2K - $42.3K
|
587
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17.9K- 20.26% |
$8.73M - $10.8M
|
70.4K
$37.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19+ 4.58% |
$9.27K - $11.5K
|
434
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.34K+ 3.32% |
$654K - $810K
|
41.7K
$22.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7.52K- 16.98% |
$3.67M - $4.55M
|
36.8K
$19.6M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
400K+ 549.01% |
$195M - $242M
|
473K
$253M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
381New |
$186K - $230K
|
381
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-131- 21.8% |
$63.9K - $79.1K
|
470
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
109+ 6.38% |
$53.2K - $65.9K
|
1.82K
$971K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-90- 13.68% |
$43.9K - $54.4K
|
568
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-760- 4.46% |
$371K - $459K
|
16.3K
$8.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-10K- 9.09% |
$4.88M - $6.04M
|
100K
$53.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-680- 59.91% |
$332K - $411K
|
455
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.26K- 36.01% |
$2.08M - $2.57M
|
7.57K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.43K- 6.37% |
$699K - $865K
|
21.1K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.03K- 20.31% |
$2.46M - $3.04M
|
19.7K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
6+ 0.07% |
$2.93K - $3.63K
|
8.02K
$4.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.08K- 72.3% |
$1.99M - $2.46M
|
1.56K
$834K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-133- 3.02% |
$64.9K - $80.4K
|
4.27K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-15- 2.28% |
$7.32K - $9.06K
|
644
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-149- 15.87% |
$72.7K - $90K
|
790
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
173+ 4.41% |
$84.4K - $105K
|
4.09K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.46K+ 9.8% |
$1.2M - $1.48M
|
27.5K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-26.1K- 5.22% |
$12.7M - $15.7M
|
473K
$253M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.11K+ 269.23% |
$3.47M - $4.3M
|
9.76K
$5.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-89- 0.15% |
$43.4K - $53.8K
|
59.5K
$31.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$2.93K - $3.63K
|
14K
$7.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-477- 21.72% |
$233K - $288K
|
1.72K
$918K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-184- 28.89% |
$89.8K - $111K
|
453
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-30- 5.83% |
$14.6K - $18.1K
|
485
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
204+ 1.78% |
$99.6K - $123K
|
11.7K
$6.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.82K+ 89.55% |
$886K - $1.1M
|
3.84K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.06K+ 6.43% |
$1.01M - $1.24M
|
34.1K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$488 - $604
|
1.48K
$790K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-423- 22.26% |
$206K - $256K
|
1.48K
$789K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
600New |
$293K - $363K
|
600
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-108K- 21.61% |
$52.8M - $65.3M
|
392K
$209M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2- 0.16% |
$976 - $1.21K
|
1.28K
$686K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4- 0.4% |
$1.95K - $2.42K
|
1K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$1.49M - $1.85M
|
3.06K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-203- 0.17% |
$99.1K - $123K
|
119K
$63.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-31- 0.1% |
$15.1K - $18.7K
|
30.4K
$16.2M
|