Latest Institutional Purchases of Unitedhealth Group Inc (UNH)
This list provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
977+ 15.46% |
$477K - $590K
|
7.3K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
977+ 14.77% |
$477K - $590K
|
7.59K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
975+ 9.52% |
$476K - $589K
|
11.2K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
973+ 7.38% |
$475K - $588K
|
14.2K
$8.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
972+ 135.75% |
$474K - $587K
|
1.69K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
968+ 5.47% |
$472K - $585K
|
18.7K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
966New |
$471K - $584K
|
966
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
964+ 9.22% |
$470K - $582K
|
11.4K
$6.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
963+ 39.55% |
$470K - $582K
|
3.4K
$2.06M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
954New |
$466K - $576K
|
954
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
953+ 209.45% |
$465K - $576K
|
1.41K
$854K
|
|
|
Nov 07, 2024
Q3 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
940+ 0.38% |
$459K - $568K
|
248K
$151M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
930+ 5.16% |
$454K - $562K
|
19K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
922New |
$450K - $557K
|
922
$559K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
920+ 4.36% |
$449K - $556K
|
22K
$13.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
919+ 43.64% |
$448K - $555K
|
3.03K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
915+ 1.81% |
$447K - $553K
|
51.5K
$31.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
913+ 155.27% |
$446K - $552K
|
1.5K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
909+ 7.87% |
$444K - $549K
|
12.5K
$7.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
907+ 4.18% |
$443K - $548K
|
22.6K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
900New |
$439K - $544K
|
900
$546K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
892+ 32.42% |
$435K - $539K
|
3.64K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
883New |
$431K - $533K
|
883
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
880+ 4.08% |
$429K - $532K
|
22.4K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
867+ 22.41% |
$423K - $524K
|
4.74K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
854New |
$417K - $516K
|
854
$518K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
845+ 24.61% |
$412K - $511K
|
4.28K
$2.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
843+ 4.37% |
$411K - $509K
|
20.1K
$12.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
838+ 1197.14% |
$409K - $506K
|
908
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
834+ 5.42% |
$407K - $504K
|
16.2K
$9.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
833+ 3.03% |
$407K - $503K
|
28.3K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
831+ 27.27% |
$406K - $502K
|
3.88K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
823+ 31.73% |
$402K - $497K
|
3.42K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
814+ 3.2% |
$397K - $492K
|
26.2K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
810+ 11.34% |
$395K - $489K
|
7.96K
$4.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
809+ 4.9% |
$395K - $489K
|
17.3K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
807+ 8.82% |
$394K - $488K
|
9.96K
$6.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
804+ 26.21% |
$392K - $486K
|
3.87K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
801New |
$391K - $484K
|
801
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
799+ 14.83% |
$390K - $483K
|
6.19K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
793+ 0.19% |
$387K - $479K
|
412K
$250M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
793+ 1.63% |
$387K - $479K
|
49.3K
$29.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
792+ 26.28% |
$387K - $479K
|
3.81K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
790+ 14.07% |
$386K - $477K
|
6.41K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
780+ 58.38% |
$381K - $471K
|
2.12K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
778+ 4.6% |
$380K - $470K
|
17.7K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
778New |
$380K - $470K
|
778
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
777+ 1.09% |
$379K - $469K
|
72.3K
$43.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
776+ 154.27% |
$379K - $469K
|
1.28K
$776K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
776New |
$379K - $469K
|
776
$471K
|