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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5+ 0.41% |
$2.44K - $3.02K
|
1.22K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
377New |
$184K - $228K
|
377
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20- 3.6% |
$9.76K - $12.1K
|
535
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.25K+ 382.79% |
$1.1M - $1.36M
|
2.83K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-13- 1.19% |
$6.34K - $7.85K
|
1.08K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.27% |
$2.44K - $3.02K
|
1.86K
$993K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
36+ 4.69% |
$17.6K - $21.8K
|
803
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 1.42% |
$4.88K - $6.04K
|
695
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
392New |
$191K - $237K
|
392
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-80- 1.87% |
$39K - $48.3K
|
4.19K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-28- 5.2% |
$13.7K - $16.9K
|
510
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
738+ 2.95% |
$360K - $446K
|
25.7K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
199+ 50.64% |
$97.1K - $120K
|
592
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.31KNew |
$640K - $792K
|
1.31K
$699K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
478+ 37.2% |
$233K - $289K
|
1.76K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
754+ 62.21% |
$368K - $456K
|
1.97K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.5% |
$488 - $604
|
200
$107K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-12.9K- 9.21% |
$6.28M - $7.77M
|
127K
$67.6M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
35+ 2.78% |
$17.1K - $21.1K
|
1.3K
$691K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-58- 11.13% |
$28.3K - $35K
|
463
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
397New |
$194K - $240K
|
397
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
355New |
$173K - $214K
|
355
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12+ 2.05% |
$5.86K - $7.25K
|
597
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
354New |
$173K - $214K
|
354
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9- 1.81% |
$4.39K - $5.44K
|
489
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
42+ 4.0% |
$20.5K - $25.4K
|
1.09K
$582K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
792+ 26.28% |
$387K - $479K
|
3.81K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.49K- 20.62% |
$725K - $898K
|
5.72K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
375New |
$183K - $227K
|
375
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10- 1.28% |
$4.88K - $6.04K
|
769
$410K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-120- 3.88% |
$58.6K - $72.5K
|
2.97K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.2K- 1.55% |
$585K - $724K
|
75.9K
$40.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-551- 0.59% |
$269K - $333K
|
92.2K
$49.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-120- 22.43% |
$58.6K - $72.5K
|
415
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
373New |
$182K - $225K
|
373
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.25% |
$8.3K - $10.3K
|
6.77K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-23- 14.94% |
$11.2K - $13.9K
|
131
$69.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.28% |
$6.83K - $8.46K
|
1.08K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-17.5K- 37.78% |
$8.52M - $10.6M
|
28.8K
$15.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
20New |
$9.76K - $12.1K
|
20
$10.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-77- 8.76% |
$37.6K - $46.5K
|
802
$428K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
30+ 28.3% |
$14.6K - $18.1K
|
136
$72.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.52K+ 4.89% |
$3.67M - $4.54M
|
161K
$86.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-400- 37.11% |
$195K - $242K
|
678
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
59+ 2.43% |
$28.8K - $35.6K
|
2.49K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.54% |
$488 - $604
|
187
$99.7K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$12.7K - $15.7K
|
26
$13.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
386New |
$188K - $233K
|
386
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.59K+ 3.93% |
$2.24M - $2.77M
|
122K
$64.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
393New |
$192K - $237K
|
393
$210K
|