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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-510- 27.57% |
$241K - $278K
|
1.34K
$715K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-117- 23.4% |
$55.3K - $63.8K
|
383
$204K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-6- 0.44% |
$2.84K - $3.27K
|
1.34K
$716K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
367+ 13.77% |
$173K - $200K
|
3.03K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2K- 50.0% |
$945K - $1.09M
|
2K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-8- 1.92% |
$3.78K - $4.36K
|
408
$218K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.6K+ 321.09% |
$5.47M - $6.31M
|
15.2K
$8.09M
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
569New |
$269K - $310K
|
569
$303K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-37- 37.76% |
$17.5K - $20.2K
|
61
$32.5K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
72+ 17.48% |
$34K - $39.3K
|
484
$258K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 2.84% |
$2.84K - $3.27K
|
217
$116K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
671+ 2.41% |
$317K - $366K
|
28.6K
$15.2M
|
|
|
May 07, 2024
Q1 2024
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
100KNew |
$47.3M - $54.5M
|
100K
$53.3M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 11.09% |
$70.9K - $81.8K
|
1.5K
$801K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
185+ 16.91% |
$87.4K - $101K
|
1.28K
$682K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-289- 1.76% |
$137K - $158K
|
16.1K
$8.61M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36New |
$17K - $19.6K
|
36
$19.2K
|
|
|
May 06, 2024
Q1 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.31% |
$1.02M - $1.18M
|
38.5K
$20.5M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.3KNew |
$4.4M - $5.07M
|
9.3K
$4.96M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
524New |
$248K - $286K
|
524
$279K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
29.4KNew |
$13.9M - $16M
|
29.4K
$15.7M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
200New |
$94.5K - $109K
|
200
$107K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
466New |
$220K - $254K
|
466
$249K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.59K- 70.72% |
$753K - $869K
|
660
$352K
|
|
|
May 03, 2024
Q1 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-232- 15.67% |
$110K - $127K
|
1.25K
$666K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5+ 166.67% |
$2.36K - $2.73K
|
8
$4.27K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6+ 0.08% |
$2.84K - $3.27K
|
7.14K
$3.81M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.59K+ 351.21% |
$752K - $868K
|
2.04K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
294+ 2.27% |
$139K - $160K
|
13.2K
$7.05M
|
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1KNew |
$992K - $1.15M
|
2.1K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-161- 19.05% |
$76.1K - $87.8K
|
684
$365K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.04K+ 6.71% |
$491K - $567K
|
16.5K
$8.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 21.64% |
$13.7K - $15.8K
|
163
$86.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2- 0.06% |
$945 - $1.09K
|
3.17K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-4- 0.43% |
$1.89K - $2.18K
|
930
$496K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-160- 42.44% |
$75.6K - $87.3K
|
217
$116K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-79- 16.29% |
$37.3K - $43.1K
|
406
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
90+ 3.48% |
$42.5K - $49.1K
|
2.68K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-460- 50.0% |
$217K - $251K
|
460
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
SELL
|
- |
-12- 1.2% |
$5.67K - $6.55K
|
985
$525K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-55- 11.55% |
$26K - $30K
|
421
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.9K+ 95.84% |
$1.37M - $1.58M
|
5.93K
$3.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
531New |
$251K - $290K
|
531
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-329- 5.33% |
$155K - $179K
|
5.84K
$3.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-192- 2.44% |
$90.7K - $105K
|
7.66K
$4.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-40- 0.2% |
$18.9K - $21.8K
|
19.7K
$10.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
227+ 12.88% |
$107K - $124K
|
1.99K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-24- 1.55% |
$11.3K - $13.1K
|
1.52K
$812K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-48- 33.8% |
$22.7K - $26.2K
|
94
$50.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
39+ 8.28% |
$18.4K - $21.3K
|
510
$272K
|