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 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
879+ 4.07% |
$386K - $461K
|
22.5K
$12.9M
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
879+ 100.11% |
$386K - $461K
|
1.76K
$1.01M
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
878+ 38.8% |
$386K - $461K
|
3.14K
$1.81M
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
877+ 11.32% |
$385K - $460K
|
8.63K
$4.96M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
877+ 3.96% |
$385K - $460K
|
23K
$13.2M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
874+ 11.38% |
$384K - $459K
|
8.55K
$4.92M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
869+ 9.58% |
$382K - $456K
|
9.94K
$5.72M
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
868New |
$381K - $455K
|
868
$499K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
867+ 7.91% |
$381K - $455K
|
11.8K
$6.8M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
865+ 1.76% |
$380K - $454K
|
49.9K
$28.7M
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
864+ 3.19% |
$379K - $453K
|
28K
$16.1M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
861+ 4.33% |
$378K - $452K
|
20.8K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
857+ 1.36% |
$376K - $450K
|
63.6K
$36.6M
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
856New |
$376K - $449K
|
856
$492K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
853+ 3.82% |
$375K - $448K
|
23.2K
$13.3M
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
851New |
$374K - $446K
|
851
$489K
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
848+ 3.25% |
$372K - $445K
|
27K
$15.5M
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
842+ 1.72% |
$370K - $442K
|
49.8K
$28.6M
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
841+ 16.77% |
$369K - $441K
|
5.86K
$3.37M
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
840New |
$369K - $441K
|
840
$483K
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
839+ 0.84% |
$368K - $440K
|
100K
$57.7M
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
834+ 11.93% |
$366K - $438K
|
7.83K
$4.5M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
831+ 49.17% |
$365K - $436K
|
2.52K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
830New |
$365K - $435K
|
830
$477K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
830+ 13.86% |
$365K - $435K
|
6.82K
$3.92M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
827+ 0.36% |
$363K - $434K
|
229K
$132M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
825+ 10.44% |
$362K - $433K
|
8.73K
$5.02M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
821New |
$361K - $431K
|
821
$472K
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
820+ 15.59% |
$360K - $430K
|
6.08K
$3.5M
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
819New |
$360K - $430K
|
819
$471K
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
817+ 66.15% |
$359K - $429K
|
2.05K
$1.18M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
815+ 5.62% |
$358K - $428K
|
15.3K
$8.81M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
802+ 33.5% |
$352K - $421K
|
3.2K
$1.84M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
798New |
$350K - $419K
|
798
$459K
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
796+ 8.78% |
$350K - $418K
|
9.86K
$5.67M
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
795+ 9.07% |
$349K - $417K
|
9.56K
$5.5M
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
792+ 19.91% |
$348K - $416K
|
4.77K
$2.74M
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
791+ 48.11% |
$347K - $415K
|
2.44K
$1.4M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
789+ 8.52% |
$347K - $414K
|
10K
$5.78M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
787New |
$346K - $413K
|
787
$453K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
785+ 2.39% |
$345K - $412K
|
33.7K
$19.4M
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
785+ 172.91% |
$345K - $412K
|
1.24K
$712K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
784+ 39.54% |
$344K - $411K
|
2.77K
$1.59M
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
782+ 6.74% |
$343K - $410K
|
12.4K
$7.12M
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
780+ 16.91% |
$343K - $409K
|
5.39K
$3.1M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
779+ 0.37% |
$342K - $409K
|
209K
$120M
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
BUY
|
- |
777+ 5.58% |
$341K - $408K
|
14.7K
$8.45M
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
774+ 6.98% |
$340K - $406K
|
11.9K
$6.82M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
769+ 0.55% |
$338K - $403K
|
141K
$81.3M
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
768+ 23.01% |
$337K - $403K
|
4.11K
$2.36M
|