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 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
466New |
$232K - $259K
|
466
$241K
|
|
|
Jan 31, 2023
Q4 2022
|
Maj Invest Holding A
|
BUY
|
- |
222New |
$111K - $123K
|
222
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.27% |
$998 - $1.11K
|
733
$379K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-905- 2.98% |
$451K - $502K
|
29.5K
$15.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
531+ 9.19% |
$265K - $295K
|
6.31K
$3.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
66+ 14.54% |
$32.9K - $36.6K
|
520
$269K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
627New |
$313K - $348K
|
627
$324K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
946New |
$472K - $525K
|
946
$489K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
500+ 44.44% |
$249K - $278K
|
1.63K
$840K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-144- 33.88% |
$71.8K - $79.9K
|
281
$145K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$1.52M - $1.69M
|
3.05K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
78+ 2.37% |
$38.9K - $43.3K
|
3.37K
$1.74M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-426- 3.04% |
$213K - $236K
|
13.6K
$7.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
24+ 0.26% |
$12K - $13.3K
|
9.25K
$4.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-2.73K- 35.32% |
$1.36M - $1.52M
|
5K
$2.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.42K+ 23.65% |
$706K - $786K
|
7.4K
$3.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
2+ 0.37% |
$998 - $1.11K
|
548
$283K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
BUY
|
- |
115+ 10.45% |
$57.4K - $63.8K
|
1.22K
$628K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.5K - $1.67K
|
2.32K
$1.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-8- 1.94% |
$3.99K - $4.44K
|
404
$209K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
450+ 4.62% |
$224K - $250K
|
10.2K
$5.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-444- 5.8% |
$221K - $246K
|
7.21K
$3.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-293- 1.46% |
$146K - $163K
|
19.8K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-411- 2.57% |
$205K - $228K
|
15.6K
$8.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-510- 0.48% |
$254K - $283K
|
105K
$54.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
942+ 24.63% |
$470K - $523K
|
4.77K
$2.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
140K+ 75.84% |
$69.6M - $77.5M
|
324K
$167M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
102+ 9.76% |
$50.9K - $56.6K
|
1.15K
$593K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-140- 87.5% |
$69.8K - $77.7K
|
20
$10.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8New |
$3.99K - $4.44K
|
8
$4.13K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.02KNew |
$509K - $566K
|
1.02K
$527K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
391+ 6.49% |
$195K - $217K
|
6.41K
$3.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-59- 6.77% |
$29.4K - $32.8K
|
813
$420K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
100+ 6.25% |
$49.9K - $55.5K
|
1.7K
$879K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-410- 19.48% |
$205K - $228K
|
1.7K
$876K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
3.04KNew |
$1.52M - $1.69M
|
3.04K
$1.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-310- 32.36% |
$155K - $172K
|
648
$335K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-48- 2.57% |
$23.9K - $26.6K
|
1.82K
$941K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-225- 35.43% |
$112K - $125K
|
410
$212K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
363+ 11.15% |
$181K - $202K
|
3.62K
$1.87M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
84New |
$41.9K - $46.6K
|
84
$43.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
85New |
$42.4K - $47.2K
|
85
$43.9K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
59.4K+ 235.11% |
$29.8M - $32.7M
|
84.7K
$43.8M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
4K+ 15.09% |
$2M - $2.2M
|
30.5K
$15.8M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
11.1KNew |
$5.55M - $6.09M
|
11.1K
$5.73M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-675- 0.88% |
$338K - $371K
|
75.8K
$39.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
960New |
$481K - $528K
|
960
$496K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.82K+ 18.93% |
$910K - $998K
|
11.4K
$5.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
139+ 1.98% |
$69.7K - $76.4K
|
7.14K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-392- 10.52% |
$196K - $216K
|
3.34K
$1.72M
|
|