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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.18KNew |
$516K - $617K
|
1.18K
$676K
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 15.15% |
$508K - $606K
|
8.79K
$5.05M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.15K+ 19.46% |
$504K - $602K
|
7.05K
$4.05M
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 18.09% |
$496K - $592K
|
7.37K
$4.24M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 0.48% |
$492K - $588K
|
235K
$135M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$488K - $583K
|
1.11K
$639K
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$488K - $582K
|
1.11K
$638K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.11KNew |
$485K - $580K
|
1.11K
$635K
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
1.1KNew |
$483K - $577K
|
1.1K
$633K
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.1K+ 87.03% |
$483K - $577K
|
2.36K
$1.36M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.07KNew |
$471K - $562K
|
1.07K
$616K
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.07K+ 8.54% |
$470K - $561K
|
13.6K
$7.82M
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.06K+ 7.06% |
$467K - $558K
|
16.1K
$9.28M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$466K - $556K
|
1.06K
$610K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.04K+ 34.32% |
$459K - $548K
|
4.09K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.04K+ 5.87% |
$458K - $547K
|
18.8K
$10.8M
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.03KNew |
$451K - $539K
|
1.03K
$591K
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.03KNew |
$451K - $538K
|
1.03K
$590K
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.01K+ 4.59% |
$445K - $531K
|
23.1K
$13.3M
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1K+ 3.04% |
$440K - $525K
|
33.9K
$19.5M
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1KNew |
$439K - $525K
|
1K
$575K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
PUT |
1KNew |
$439K - $525K
|
1K
$575K
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1K+ 62.5% |
$439K - $525K
|
2.6K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
999+ 2.89% |
$439K - $524K
|
35.5K
$20.4M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
994+ 6.57% |
$437K - $521K
|
16.1K
$9.28M
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
989+ 1.12% |
$434K - $519K
|
89K
$51.2M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
985+ 13.01% |
$433K - $517K
|
8.56K
$4.92M
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
978+ 58.32% |
$430K - $513K
|
2.66K
$1.53M
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
975New |
$428K - $512K
|
975
$561K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
960+ 13.8% |
$422K - $504K
|
7.92K
$4.55M
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
BUY
|
- |
957+ 6.15% |
$420K - $502K
|
16.5K
$9.5M
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
951+ 7.4% |
$418K - $499K
|
13.8K
$7.94M
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
949+ 190.95% |
$417K - $498K
|
1.45K
$831K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
948+ 10.23% |
$416K - $497K
|
10.2K
$5.87M
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
945+ 5.56% |
$415K - $496K
|
17.9K
$10.3M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
942+ 2.46% |
$414K - $494K
|
39.2K
$22.6M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
942+ 32.19% |
$414K - $494K
|
3.87K
$2.22M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
940+ 163.76% |
$413K - $493K
|
1.51K
$871K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
939+ 24.83% |
$412K - $493K
|
4.72K
$2.71M
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
938+ 83.45% |
$412K - $492K
|
2.06K
$1.19M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
901+ 25.55% |
$396K - $473K
|
4.43K
$2.55M
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
898+ 1.8% |
$394K - $471K
|
50.8K
$29.2M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
897+ 8.98% |
$394K - $471K
|
10.9K
$6.26M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
892+ 1.02% |
$392K - $468K
|
88.4K
$50.8M
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
890New |
$391K - $467K
|
890
$512K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
889New |
$390K - $466K
|
889
$511K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
889+ 2.3% |
$390K - $466K
|
39.6K
$22.8M
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
886+ 4.23% |
$389K - $465K
|
21.8K
$12.5M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
886+ 79.68% |
$389K - $465K
|
2K
$1.15M
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
884+ 56.67% |
$388K - $464K
|
2.44K
$1.41M
|