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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
379New |
$189K - $210K
|
379
$200K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
9+ 2.26% |
$4.49K - $5K
|
408
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
270+ 4.66% |
$135K - $150K
|
6.06K
$3.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
126New |
$62.9K - $69.9K
|
126
$66.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-800- 7.4% |
$399K - $444K
|
10K
$5.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
6.2K+ 6200.0% |
$3.09M - $3.44M
|
6.3K
$3.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.09KNew |
$542K - $603K
|
1.09K
$572K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.37K- 3.28% |
$1.18M - $1.32M
|
70.1K
$36.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
12+ 3.02% |
$5.99K - $6.66K
|
409
$216K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.02K+ 21.0% |
$506K - $563K
|
5.85K
$3.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.03K+ 117.22% |
$513K - $571K
|
1.91K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
410New |
$205K - $228K
|
410
$216K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
466New |
$232K - $259K
|
466
$246K
|
|
|
Jan 31, 2023
Q4 2022
|
Maj Invest Holding A
|
BUY
|
- |
222New |
$111K - $123K
|
222
$117K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.27% |
$998 - $1.11K
|
733
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-905- 2.98% |
$451K - $502K
|
29.5K
$15.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
531+ 9.19% |
$265K - $295K
|
6.31K
$3.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
66+ 14.54% |
$32.9K - $36.6K
|
520
$274K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
627New |
$313K - $348K
|
627
$330K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
946New |
$472K - $525K
|
946
$499K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
500+ 44.44% |
$249K - $278K
|
1.63K
$856K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-144- 33.88% |
$71.8K - $79.9K
|
281
$148K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$1.52M - $1.69M
|
3.05K
$1.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
78+ 2.37% |
$38.9K - $43.3K
|
3.37K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-426- 3.04% |
$213K - $236K
|
13.6K
$7.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
24+ 0.26% |
$12K - $13.3K
|
9.25K
$4.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-2.73K- 35.32% |
$1.36M - $1.52M
|
5K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.42K+ 23.65% |
$706K - $786K
|
7.4K
$3.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
2+ 0.37% |
$998 - $1.11K
|
548
$289K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
BUY
|
- |
115+ 10.45% |
$57.4K - $63.8K
|
1.22K
$640K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.5K - $1.67K
|
2.32K
$1.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-8- 1.94% |
$3.99K - $4.44K
|
404
$213K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
450+ 4.62% |
$224K - $250K
|
10.2K
$5.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-444- 5.8% |
$221K - $246K
|
7.21K
$3.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-293- 1.46% |
$146K - $163K
|
19.8K
$10.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-411- 2.57% |
$205K - $228K
|
15.6K
$8.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-510- 0.48% |
$254K - $283K
|
105K
$55.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
942+ 24.63% |
$470K - $523K
|
4.77K
$2.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
140K+ 75.84% |
$69.6M - $77.5M
|
324K
$170M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
102+ 9.76% |
$50.9K - $56.6K
|
1.15K
$605K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-140- 87.5% |
$69.8K - $77.7K
|
20
$10.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8New |
$3.99K - $4.44K
|
8
$4.22K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.02KNew |
$509K - $566K
|
1.02K
$538K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
391+ 6.49% |
$195K - $217K
|
6.41K
$3.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-59- 6.77% |
$29.4K - $32.8K
|
813
$428K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
100+ 6.25% |
$49.9K - $55.5K
|
1.7K
$896K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-410- 19.48% |
$205K - $228K
|
1.7K
$893K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
3.04KNew |
$1.52M - $1.69M
|
3.04K
$1.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-310- 32.36% |
$155K - $172K
|
648
$342K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-48- 2.57% |
$23.9K - $26.6K
|
1.82K
$960K
|