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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.59K+ 18.46% |
$697K - $833K
|
10.2K
$5.86M
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 2.86% |
$695K - $830K
|
56.9K
$32.7M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.57K+ 13.53% |
$690K - $824K
|
13.2K
$7.58M
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.57K+ 5.91% |
$690K - $824K
|
28.1K
$16.2M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 3.01% |
$688K - $822K
|
53.5K
$30.8M
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.56K+ 12.74% |
$686K - $819K
|
13.8K
$7.94M
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.56K+ 3.62% |
$683K - $816K
|
44.6K
$25.6M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.55KNew |
$679K - $812K
|
1.55K
$890K
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.54K+ 35.32% |
$676K - $808K
|
5.9K
$3.39M
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
BUY
|
- |
1.5K+ 30.0% |
$659K - $787K
|
6.5K
$3.74M
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.5KNew |
$658K - $786K
|
1.5K
$862K
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.5K+ 5.51% |
$657K - $785K
|
28.7K
$16.5M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.49K+ 38.56% |
$656K - $783K
|
5.37K
$3.08M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.49K+ 5.79% |
$655K - $782K
|
27.2K
$15.7M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 7.18% |
$647K - $772K
|
22K
$12.6M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.45K+ 31.93% |
$636K - $759K
|
5.98K
$3.44M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.44K+ 30.98% |
$633K - $756K
|
6.09K
$3.5M
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.43K+ 0.76% |
$628K - $750K
|
190K
$109M
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.41K+ 8.1% |
$621K - $741K
|
18.9K
$10.8M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.41K+ 65.67% |
$620K - $741K
|
3.56K
$2.05M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$615K - $734K
|
1.4K
$805K
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
1.4K+ 69.95% |
$614K - $734K
|
3.4K
$1.95M
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.38K+ 8.92% |
$607K - $726K
|
16.9K
$9.71M
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.37K+ 6.91% |
$600K - $717K
|
21.1K
$12.2M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.36K+ 0.51% |
$599K - $715K
|
268K
$154M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.36K+ 3.24% |
$598K - $714K
|
43.4K
$25M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 12.15% |
$597K - $713K
|
12.6K
$7.22M
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.35K+ 0.92% |
$594K - $710K
|
149K
$85.7M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34K+ 0.33% |
$590K - $705K
|
406K
$233M
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.34KNew |
$589K - $704K
|
1.34K
$772K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.33K+ 8.12% |
$582K - $696K
|
17.7K
$10.2M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 6.4% |
$575K - $687K
|
21.8K
$12.5M
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.5% |
$571K - $682K
|
264K
$152M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.28K+ 14.79% |
$563K - $673K
|
9.96K
$5.73M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.28K+ 3.64% |
$560K - $669K
|
36.3K
$20.8M
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.28K+ 3.56% |
$560K - $669K
|
37.1K
$21.3M
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.27K+ 7.68% |
$559K - $667K
|
17.8K
$10.3M
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.26K+ 4.52% |
$555K - $663K
|
29.2K
$16.8M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.26K+ 7.68% |
$553K - $661K
|
17.6K
$10.1M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.25K+ 1.13% |
$550K - $657K
|
112K
$64.2M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 9.02% |
$547K - $654K
|
15.1K
$8.66M
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.24K+ 4.27% |
$545K - $651K
|
30.3K
$17.4M
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.23K+ 3.07% |
$539K - $644K
|
41.3K
$23.7M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$532K - $636K
|
1.21K
$697K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 3.11% |
$528K - $631K
|
39.8K
$22.9M
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.2KNew |
$527K - $630K
|
1.2K
$690K
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.19K+ 15.42% |
$521K - $623K
|
8.89K
$5.11M
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.19K+ 1.84% |
$521K - $623K
|
65.6K
$37.7M
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 122.26% |
$519K - $620K
|
2.15K
$1.23M
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 12.25% |
$517K - $618K
|
10.8K
$6.21M
|