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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
34+ 2.55% |
$16.1K - $18.5K
|
1.37K
$699K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-354- 41.16% |
$167K - $193K
|
506
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-253- 31.55% |
$120K - $138K
|
549
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-519- 8.66% |
$245K - $283K
|
5.48K
$2.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21+ 2.93% |
$9.92K - $11.5K
|
738
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-60- 7.08% |
$28.4K - $32.7K
|
787
$402K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
314New |
$148K - $171K
|
314
$161K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
25+ 14.29% |
$11.8K - $13.6K
|
200
$102K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1- 0.19% |
$473 - $545
|
525
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.54KNew |
$1.2M - $1.39M
|
2.54K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11+ 0.38% |
$5.2K - $6K
|
2.93K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-411- 7.97% |
$194K - $224K
|
4.75K
$2.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
SELL
|
- |
-6.02K- 30.27% |
$2.84M - $3.28M
|
13.9K
$7.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.15K- 80.26% |
$544K - $628K
|
283
$145K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.1K- 88.57% |
$1.47M - $1.69M
|
400
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.38K- 20.96% |
$651K - $752K
|
5.2K
$2.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$54.3K - $62.7K
|
115
$58.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-250- 35.36% |
$118K - $136K
|
457
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11KNew |
$524K - $604K
|
1.11K
$567K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
PUT |
1New |
$473 - $545
|
1
$511
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
475New |
$224K - $259K
|
475
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
9New |
$4.25K - $4.91K
|
9
$4.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
87+ 0.43% |
$41.1K - $47.5K
|
20.5K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
594+ 1.59% |
$281K - $324K
|
38.1K
$19.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
620+ 8.23% |
$293K - $338K
|
8.15K
$4.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6- 1.43% |
$2.84K - $3.27K
|
413
$211K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-4- 3.03% |
$1.89K - $2.18K
|
128
$65.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-107- 17.23% |
$50.6K - $58.4K
|
514
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.32K- 57.59% |
$626K - $722K
|
975
$499K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
13+ 2.95% |
$6.14K - $7.09K
|
454
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
632+ 8.71% |
$299K - $345K
|
7.89K
$4.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
131K+ 176.91% |
$61.7M - $71.2M
|
204K
$105M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5- 0.48% |
$2.36K - $2.73K
|
1.04K
$534K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-14.1K- 82.09% |
$6.67M - $7.69M
|
3.08K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7+ 1.55% |
$3.31K - $3.82K
|
460
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.76KNew |
$2.72M - $3.14M
|
5.76K
$2.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.32K+ 562.71% |
$1.57M - $1.81M
|
3.91K
$2M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
402+ 7.37% |
$190K - $219K
|
5.86K
$3M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-22- 73.33% |
$10.4K - $12K
|
8
$4.09K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
54+ 10.19% |
$25.5K - $29.5K
|
584
$299K
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-229- 8.37% |
$117K - $127K
|
2.51K
$1.28M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
406New |
$207K - $225K
|
406
$208K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
45New |
$22.9K - $24.9K
|
45
$23K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.48KClosed |
$752K - $816K
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.03KNew |
$2.05M - $2.23M
|
4.03K
$2.06M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
4.23KNew |
$2.15M - $2.34M
|
4.23K
$2.16M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
550New |
$280K - $304K
|
550
$281K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-32- 5.82% |
$16.3K - $17.7K
|
518
$265K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.13K+ 759.06% |
$576K - $625K
|
1.28K
$654K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
520+ 120.93% |
$265K - $288K
|
950
$486K
|
|