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
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
767New |
$337K - $402K
|
767
$441K
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
761+ 13.28% |
$334K - $399K
|
6.49K
$3.73M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
755+ 35.23% |
$332K - $396K
|
2.9K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
748+ 4.17% |
$329K - $392K
|
18.7K
$10.7M
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
748+ 3.7% |
$329K - $392K
|
21K
$12.1M
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
747+ 8.62% |
$328K - $392K
|
9.41K
$5.41M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
736+ 5.42% |
$323K - $386K
|
14.3K
$8.23M
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
732+ 4.55% |
$321K - $384K
|
16.8K
$9.68M
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
728New |
$320K - $382K
|
728
$419K
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
716New |
$314K - $376K
|
716
$412K
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
714New |
$314K - $375K
|
714
$411K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
713+ 15.11% |
$313K - $374K
|
5.43K
$3.12M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
713+ 25.27% |
$313K - $374K
|
3.53K
$2.03M
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
713+ 2.92% |
$313K - $374K
|
25.1K
$14.4M
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
710+ 8.47% |
$312K - $372K
|
9.1K
$5.23M
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
702+ 20.88% |
$308K - $368K
|
4.06K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
700New |
$307K - $367K
|
700
$403K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
698+ 4.75% |
$307K - $366K
|
15.4K
$8.85M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
696+ 5.22% |
$306K - $365K
|
14K
$8.06M
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
696+ 2.79% |
$306K - $365K
|
25.6K
$14.7M
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
694+ 41.78% |
$305K - $364K
|
2.36K
$1.35M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
688+ 5.57% |
$302K - $361K
|
13K
$7.49M
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
680+ 149.45% |
$299K - $357K
|
1.14K
$653K
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
680+ 2.51% |
$299K - $357K
|
27.7K
$15.9M
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
673New |
$296K - $353K
|
673
$387K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
673+ 0.76% |
$296K - $353K
|
89.5K
$51.4M
|
|
Aug 09, 2024
Q2 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
671+ 4.38% |
$295K - $352K
|
16K
$9.19M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
669+ 72.8% |
$294K - $351K
|
1.59K
$913K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
669New |
$294K - $351K
|
669
$385K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
666+ 21.81% |
$293K - $349K
|
3.72K
$2.14M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
665+ 3.5% |
$292K - $349K
|
19.7K
$11.3M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
664+ 5.05% |
$292K - $348K
|
13.8K
$7.94M
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
656+ 12.95% |
$288K - $344K
|
5.72K
$3.29M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
651+ 5.0% |
$286K - $342K
|
13.7K
$7.87M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
648+ 10.86% |
$285K - $340K
|
6.62K
$3.8M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
646+ 4.47% |
$284K - $339K
|
15.1K
$8.68M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
644+ 10.84% |
$283K - $338K
|
6.58K
$3.79M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
642+ 13.27% |
$282K - $337K
|
5.48K
$3.15M
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
627+ 2.51% |
$275K - $329K
|
25.6K
$14.7M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
625+ 9.36% |
$275K - $328K
|
7.3K
$4.2M
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
624+ 98.11% |
$274K - $327K
|
1.26K
$725K
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
BUY
|
- |
622+ 2.99% |
$273K - $326K
|
21.4K
$12.3M
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
621+ 3.94% |
$273K - $326K
|
16.4K
$9.43M
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
621+ 145.09% |
$273K - $326K
|
1.05K
$603K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
619New |
$272K - $325K
|
619
$356K
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
616+ 15.57% |
$271K - $323K
|
4.57K
$2.63M
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
615New |
$270K - $323K
|
615
$354K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
613+ 6.74% |
$269K - $322K
|
9.71K
$5.58M
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
613+ 169.81% |
$269K - $322K
|
974
$560K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
610+ 7.14% |
$268K - $320K
|
9.15K
$5.26M
|