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 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
771+ 181.84% |
$376K - $466K
|
1.2K
$725K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
771+ 65.95% |
$376K - $466K
|
1.94K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
769+ 0.92% |
$375K - $465K
|
84.4K
$51.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
769+ 125.45% |
$375K - $465K
|
1.38K
$839K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
768+ 50.56% |
$375K - $464K
|
2.29K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
766+ 4.2% |
$374K - $463K
|
19K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
764New |
$373K - $462K
|
764
$464K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
758+ 3.84% |
$370K - $458K
|
20.5K
$12.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
757+ 116.28% |
$369K - $457K
|
1.41K
$854K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
756+ 67.62% |
$369K - $457K
|
1.87K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
754New |
$368K - $456K
|
754
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
754New |
$368K - $456K
|
754
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
754+ 19.46% |
$368K - $456K
|
4.63K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
754+ 62.21% |
$368K - $456K
|
1.97K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
749+ 9.08% |
$366K - $453K
|
9K
$5.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
748+ 11.41% |
$365K - $452K
|
7.3K
$4.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
740+ 12.54% |
$361K - $447K
|
6.64K
$4.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
738+ 2.95% |
$360K - $446K
|
25.7K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
736+ 3.29% |
$359K - $445K
|
23.1K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
735+ 3.39% |
$359K - $444K
|
22.4K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
726+ 15.23% |
$354K - $439K
|
5.49K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
717+ 0.37% |
$350K - $433K
|
195K
$118M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
716+ 30.8% |
$349K - $433K
|
3.04K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
710+ 18.56% |
$346K - $429K
|
4.54K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 3.15% |
$346K - $428K
|
23.2K
$14.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
707+ 2.74% |
$345K - $427K
|
26.6K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
706+ 6.93% |
$345K - $427K
|
10.9K
$6.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
700+ 28.16% |
$342K - $423K
|
3.19K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
700New |
$342K - $423K
|
700
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
699New |
$341K - $422K
|
699
$424K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
698+ 5.35% |
$341K - $422K
|
13.7K
$8.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
697+ 1.97% |
$340K - $421K
|
36K
$21.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
692+ 2.19% |
$338K - $418K
|
32.2K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
691+ 12.52% |
$337K - $417K
|
6.21K
$3.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
690+ 5.55% |
$337K - $417K
|
13.1K
$7.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
688+ 42.21% |
$336K - $416K
|
2.32K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
686+ 47.57% |
$335K - $414K
|
2.13K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
682+ 103.18% |
$333K - $412K
|
1.34K
$815K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
680+ 4.21% |
$332K - $411K
|
16.8K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
671+ 2.95% |
$327K - $405K
|
23.4K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
667+ 8.49% |
$326K - $403K
|
8.53K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
665+ 0.44% |
$325K - $402K
|
152K
$92.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
662+ 121.47% |
$323K - $400K
|
1.21K
$732K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
661+ 18.95% |
$323K - $399K
|
4.15K
$2.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
660+ 53.27% |
$322K - $399K
|
1.9K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
659+ 0.62% |
$322K - $398K
|
107K
$64.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
659New |
$322K - $398K
|
659
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
658+ 28.55% |
$321K - $398K
|
2.96K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
654+ 13.44% |
$319K - $395K
|
5.52K
$3.35M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
652+ 54.11% |
$318K - $394K
|
1.86K
$1.13M
|