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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
492+ 6150.0% |
$216K - $258K
|
500
$288K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
492+ 21.97% |
$216K - $258K
|
2.73K
$1.57M
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
490+ 36.57% |
$215K - $257K
|
1.83K
$1.05M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
489New |
$215K - $257K
|
489
$281K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
488+ 2.83% |
$214K - $256K
|
17.7K
$10.2M
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
488New |
$214K - $256K
|
488
$281K
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
484+ 2.01% |
$213K - $254K
|
24.5K
$14.1M
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
482+ 3.02% |
$212K - $253K
|
16.4K
$9.44M
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
475+ 6.16% |
$209K - $249K
|
8.18K
$4.7M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
472+ 1.88% |
$207K - $248K
|
25.6K
$14.7M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
471+ 1.91% |
$207K - $247K
|
25.1K
$14.4M
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
470+ 12.35% |
$206K - $247K
|
4.28K
$2.46M
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
467+ 3.71% |
$205K - $245K
|
13.1K
$7.5M
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
466+ 2.53% |
$205K - $244K
|
18.9K
$10.9M
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
465+ 3.69% |
$204K - $244K
|
13.1K
$7.52M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
465+ 2.69% |
$204K - $244K
|
17.7K
$10.2M
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
464New |
$204K - $243K
|
464
$267K
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
462+ 5.85% |
$203K - $242K
|
8.35K
$4.8M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
462+ 11.42% |
$203K - $242K
|
4.51K
$2.59M
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
462New |
$203K - $242K
|
462
$266K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
461New |
$202K - $242K
|
461
$265K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
460+ 26.32% |
$202K - $241K
|
2.21K
$1.27M
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
456+ 12.9% |
$200K - $239K
|
3.99K
$2.3M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
454+ 3.54% |
$199K - $238K
|
13.3K
$7.63M
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
453New |
$199K - $238K
|
453
$260K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
452New |
$199K - $237K
|
452
$260K
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
447New |
$196K - $235K
|
447
$257K
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
442New |
$194K - $232K
|
442
$254K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
441+ 1.8% |
$194K - $231K
|
25K
$14.3M
|
|
Aug 07, 2024
Q2 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
440+ 0.49% |
$193K - $231K
|
90.3K
$51.9M
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
437+ 5.15% |
$192K - $229K
|
8.93K
$5.13M
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
436+ 18.83% |
$191K - $229K
|
2.75K
$1.58M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
435+ 37.69% |
$191K - $228K
|
1.59K
$914K
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
434New |
$191K - $228K
|
434
$250K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
432+ 3.01% |
$190K - $227K
|
14.8K
$8.5M
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
428New |
$188K - $225K
|
428
$246K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
427+ 3.0% |
$188K - $224K
|
14.7K
$8.43M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
426+ 19.54% |
$187K - $223K
|
2.61K
$1.5M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
426+ 4.16% |
$187K - $223K
|
10.7K
$6.13M
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
426+ 13.23% |
$187K - $223K
|
3.65K
$2.1M
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
424+ 2.49% |
$186K - $222K
|
17.5K
$10M
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
424+ 8.52% |
$186K - $222K
|
5.4K
$3.11M
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
423New |
$186K - $222K
|
423
$243K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
423+ 0.97% |
$186K - $222K
|
43.9K
$25.2M
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
422New |
$185K - $221K
|
422
$243K
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
421New |
$185K - $221K
|
421
$242K
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
421New |
$185K - $221K
|
421
$242K
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
418+ 32.61% |
$184K - $219K
|
1.7K
$978K
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
417New |
$183K - $219K
|
417
$240K
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
417+ 4.37% |
$183K - $219K
|
9.97K
$5.73M
|