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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-26- 2.42% |
$11.9K - $13.7K
|
1.05K
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.79K- 50.78% |
$821K - $942K
|
1.74K
$915K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
449New |
$206K - $236K
|
449
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-3- 2.26% |
$1.38K - $1.58K
|
130
$68.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
802New |
$368K - $422K
|
802
$423K
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
6.07KNew |
$2.78M - $3.19M
|
6.07K
$3.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-227- 26.21% |
$104K - $119K
|
639
$337K
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
13.9KNew |
$6.37M - $7.31M
|
13.9K
$7.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119+ 9.13% |
$54.6K - $62.6K
|
1.42K
$750K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-5- 1.17% |
$2.29K - $2.63K
|
422
$223K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
75+ 13.99% |
$34.4K - $39.5K
|
611
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
31+ 34.44% |
$14.2K - $16.3K
|
121
$63.8K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
76+ 5.45% |
$34.8K - $40K
|
1.47K
$775K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$917 - $1.05K
|
1.21K
$637K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$458 - $526
|
991
$523K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-545- 20.98% |
$250K - $287K
|
2.05K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
788New |
$361K - $415K
|
788
$416K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-113- 10.01% |
$51.8K - $59.5K
|
1.02K
$536K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 2.31% |
$2.29K - $2.63K
|
211
$111K
|
|
|
Jul 06, 2023
Q2 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-26.2K- 15.08% |
$12M - $13.8M
|
148K
$77.8M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$45.8K - $52.6K
|
100
$52.7K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
137+ 19.68% |
$63.1K - $71K
|
833
$439K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-465Closed |
$214K - $241K
|
0
$0
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-442Closed |
$203K - $229K
|
0
$0
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-32- 16.0% |
$14.7K - $16.6K
|
168
$88.6K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
55+ 73.33% |
$25.3K - $28.5K
|
130
$68.6K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-59- 11.43% |
$27.2K - $30.6K
|
457
$241K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
8+ 0.24% |
$3.68K - $4.15K
|
3.28K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-26- 59.09% |
$12K - $13.5K
|
18
$9.49K
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-24K- 47.06% |
$11M - $12.4M
|
27K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
80KNew |
$36.8M - $41.5M
|
80K
$42.2M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.37K- 1.98% |
$1.55M - $1.74M
|
167K
$88M
|
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
194K+ 5528.57% |
$89.1M - $100M
|
197K
$104M
|
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-20.8K- 42.17% |
$9.6M - $10.8M
|
28.6K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
30KNew |
$13.8M - $15.5M
|
30K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1K- 1.71% |
$460K - $518K
|
57.3K
$30.2M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$23M - $25.9M
|
50K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Glenview Capital Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$16.9M - $19M
|
36.7K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
27+ 0.86% |
$12.4K - $14K
|
3.18K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
701New |
$323K - $363K
|
701
$370K
|
|
|
May 15, 2023
Q1 2023
|
Clearline Capital LP
New York, NY |
BUY
|
- |
28KNew |
$12.9M - $14.5M
|
28K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
1.04KNew |
$478K - $539K
|
1.04K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-335K- 50.0% |
$154M - $174M
|
335K
$177M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-2.5KClosed |
$1.15M - $1.3M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
1KNew |
$460K - $518K
|
1K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-3.43K- 56.05% |
$1.58M - $1.78M
|
2.69K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1.2KNew |
$552K - $622K
|
1.2K
$633K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.61K- 10.94% |
$740K - $833K
|
13.1K
$6.91M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
CALL |
15.5KNew |
$7.14M - $8.03M
|
15.5K
$8.17M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
81.9KNew |
$37.7M - $42.4M
|
81.9K
$43.2M
|
|