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 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
531+ 6.7% |
$259K - $321K
|
8.46K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.06KNew |
$1M - $1.24M
|
2.06K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
376New |
$183K - $227K
|
376
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-85- 10.65% |
$41.5K - $51.4K
|
713
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-20.9K- 0.95% |
$10.2M - $12.6M
|
2.18M
$1.16B
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7- 2.99% |
$3.42K - $4.23K
|
227
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-237- 8.03% |
$116K - $143K
|
2.72K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
198+ 2.97% |
$96.6K - $120K
|
6.87K
$3.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01K- 0.93% |
$494K - $611K
|
107K
$57.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.25K- 9.31% |
$611K - $756K
|
12.2K
$6.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.62K+ 7.23% |
$2.25M - $2.79M
|
68.5K
$36.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
371New |
$181K - $224K
|
371
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
367New |
$179K - $222K
|
367
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-415- 8.46% |
$203K - $251K
|
4.49K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$30.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.17K- 2.96% |
$2.52M - $3.12M
|
169K
$90.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
470New |
$229K - $284K
|
470
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
316+ 44.26% |
$154K - $191K
|
1.03K
$550K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-113- 3.54% |
$55.1K - $68.3K
|
3.08K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 1.44% |
$34.2K - $42.3K
|
4.78K
$2.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
348New |
$170K - $210K
|
348
$186K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
30+ 2.72% |
$14.6K - $18.1K
|
1.13K
$604K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
198K+ 5.19% |
$96.7M - $120M
|
4.01M
$2.14B
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-35- 3.0% |
$17.1K - $21.1K
|
1.13K
$603K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.2% |
$2.93K - $3.63K
|
2.97K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
399+ 2.15% |
$195K - $241K
|
18.9K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
206+ 50.99% |
$101K - $124K
|
610
$326K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-47- 3.54% |
$22.9K - $28.4K
|
1.28K
$684K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33+ 2.96% |
$16.1K - $19.9K
|
1.15K
$613K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.09KNew |
$2.97M - $3.68M
|
6.09K
$3.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
4.7K+ 81.03% |
$2.29M - $2.84M
|
10.5K
$5.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
51+ 6.51% |
$24.9K - $30.8K
|
834
$445K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-881- 10.01% |
$430K - $532K
|
7.92K
$4.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.88K- 82.65% |
$1.89M - $2.34M
|
814
$435K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10+ 0.31% |
$4.88K - $6.04K
|
3.23K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-81- 1.25% |
$39.5K - $48.9K
|
6.41K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 0.91% |
$677K - $839K
|
153K
$81.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.42K+ 9.46% |
$693K - $858K
|
16.4K
$8.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.09KNew |
$2M - $2.47M
|
4.09K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-71.9K- 2.71% |
$35.1M - $43.5M
|
2.58M
$1.38B
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.72K- 5.67% |
$3.77M - $4.66M
|
128K
$68.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
100+ 0.47% |
$48.8K - $60.4K
|
21.5K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4K- 11.67% |
$1.95M - $2.41M
|
30.2K
$16.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
112+ 14.32% |
$54.7K - $67.7K
|
894
$477K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
378New |
$184K - $228K
|
378
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.36K- 1.53% |
$661K - $819K
|
87K
$46.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
660+ 53.27% |
$322K - $399K
|
1.9K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
9.8KNew |
$4.78M - $5.92M
|
9.8K
$5.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
150New |
$73.2K - $90.6K
|
150
$80.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.34K
$4.45M
|