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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.39K- 76.46% |
$1.93M - $2.3M
|
1.35K
$720K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
185+ 4.08% |
$81.3K - $97.1K
|
4.72K
$2.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.07% |
$439 - $525
|
1.37K
$732K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.17% |
$6.15K - $7.34K
|
8.31K
$4.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
414New |
$182K - $217K
|
414
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
403New |
$177K - $211K
|
403
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
104+ 2.2% |
$45.7K - $54.6K
|
4.83K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.59% |
$439 - $525
|
170
$90.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.88K- 99.84% |
$824K - $985K
|
3
$1.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-6.62K- 77.93% |
$2.91M - $3.47M
|
1.88K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
13.2KNew |
$5.8M - $6.93M
|
13.2K
$7.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
103KNew |
$45.1M - $53.8M
|
103K
$54.7M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.2KNew |
$527K - $630K
|
1.2K
$640K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
340New |
$149K - $178K
|
340
$181K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.94K- 60.95% |
$2.17M - $2.59M
|
3.17K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-279- 9.39% |
$123K - $146K
|
2.69K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
47+ 5.06% |
$20.6K - $24.7K
|
975
$520K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
98+ 15.78% |
$43K - $51.4K
|
719
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-125- 5.76% |
$54.9K - $65.6K
|
2.04K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-33.7K- 98.68% |
$14.8M - $17.7M
|
450
$240K
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
170+ 39.08% |
$74.7K - $89.2K
|
605
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-523- 25.49% |
$230K - $274K
|
1.53K
$816K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40- 1.51% |
$17.6K - $21K
|
2.61K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
30+ 2.09% |
$13.2K - $15.7K
|
1.47K
$783K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 2.67% |
$878 - $1.05K
|
77
$41.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-15- 3.87% |
$6.59K - $7.87K
|
373
$199K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
318+ 6.33% |
$140K - $167K
|
5.34K
$2.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
7.75K+ 24.16% |
$3.4M - $4.07M
|
39.8K
$21.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.01K- 70.57% |
$442K - $528K
|
420
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-422- 23.26% |
$185K - $221K
|
1.39K
$742K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9.43K+ 27.97% |
$4.14M - $4.95M
|
43.2K
$23M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 9.81% |
$43.9K - $52.5K
|
919
$490K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-33- 0.39% |
$14.5K - $17.3K
|
8.36K
$4.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-110- 10.98% |
$48.3K - $57.7K
|
892
$476K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.01K- 12.39% |
$442K - $528K
|
7.12K
$3.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 3.95% |
$1.32K - $1.57K
|
79
$42.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-50- 8.09% |
$22K - $26.2K
|
568
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 20.0% |
$2.2M - $2.62M
|
30K
$16M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12- 1.93% |
$5.27K - $6.3K
|
610
$325K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-40- 16.67% |
$17.6K - $21K
|
200
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-13- 3.2% |
$5.71K - $6.82K
|
393
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-340- 30.38% |
$149K - $178K
|
779
$415K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
133+ 11.28% |
$58.4K - $69.8K
|
1.31K
$700K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
187+ 4.13% |
$82.1K - $98.1K
|
4.72K
$2.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-274- 2.86% |
$120K - $144K
|
9.31K
$4.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-73- 5.69% |
$32.1K - $38.3K
|
1.21K
$645K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
115+ 9.21% |
$50.5K - $60.3K
|
1.36K
$728K
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10+ 2.23% |
$4.39K - $5.25K
|
459
$245K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.2K - $2.62K
|
1.27K
$675K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-316- 20.31% |
$139K - $166K
|
1.24K
$661K
|