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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
444New |
$217K - $268K
|
444
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
443+ 2.92% |
$216K - $268K
|
15.6K
$9.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
441New |
$215K - $266K
|
441
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
438+ 23.51% |
$214K - $265K
|
2.3K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
437New |
$213K - $264K
|
437
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
436+ 3.67% |
$213K - $263K
|
12.3K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
433+ 1.61% |
$211K - $262K
|
27.3K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
433+ 22.91% |
$211K - $262K
|
2.32K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
432New |
$211K - $261K
|
432
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
430New |
$210K - $260K
|
430
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
430+ 3.68% |
$210K - $260K
|
12.1K
$7.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
430+ 69.58% |
$210K - $260K
|
1.05K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
429New |
$209K - $259K
|
429
$260K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
429+ 22.69% |
$209K - $259K
|
2.32K
$1.41M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
429New |
$209K - $259K
|
429
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
428+ 3.88% |
$209K - $259K
|
11.5K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
428New |
$209K - $259K
|
428
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
426+ 15.56% |
$208K - $257K
|
3.16K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
426+ 2.41% |
$208K - $257K
|
18.1K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
426New |
$208K - $257K
|
426
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
425New |
$207K - $257K
|
425
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
424+ 942.22% |
$207K - $256K
|
469
$285K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
421New |
$205K - $254K
|
421
$255K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
421New |
$205K - $254K
|
421
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
420+ 6.49% |
$205K - $254K
|
6.89K
$4.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
419New |
$204K - $253K
|
419
$254K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
418+ 20.5% |
$204K - $253K
|
2.46K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
417New |
$204K - $252K
|
417
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
416+ 4.14% |
$203K - $251K
|
10.5K
$6.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
416+ 76.05% |
$203K - $251K
|
963
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
415+ 5.88% |
$203K - $251K
|
7.48K
$4.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
414+ 2.66% |
$202K - $250K
|
16K
$9.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
413New |
$202K - $250K
|
413
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
412+ 4.79% |
$201K - $249K
|
9.02K
$5.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
412New |
$201K - $249K
|
412
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410+ 0.18% |
$200K - $248K
|
227K
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
410+ 6.43% |
$200K - $248K
|
6.79K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
409+ 4.79% |
$200K - $247K
|
8.94K
$5.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
408New |
$199K - $247K
|
408
$248K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
408New |
$199K - $247K
|
408
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
407+ 14.7% |
$199K - $246K
|
3.18K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
406New |
$198K - $245K
|
406
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
403New |
$197K - $243K
|
403
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
401New |
$196K - $242K
|
401
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
400New |
$195K - $242K
|
400
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
400+ 6.32% |
$195K - $242K
|
6.73K
$4.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
399+ 2.15% |
$195K - $241K
|
18.9K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
398New |
$194K - $240K
|
398
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
397New |
$194K - $240K
|
397
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
396+ 54.25% |
$193K - $239K
|
1.13K
$683K
|