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 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
363+ 4.27% |
$159K - $190K
|
8.87K
$5.1M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
361+ 3.37% |
$159K - $189K
|
11.1K
$6.36M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
360+ 4.81% |
$158K - $189K
|
7.85K
$4.51M
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
359+ 40.52% |
$158K - $188K
|
1.25K
$716K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
358+ 10.59% |
$157K - $188K
|
3.74K
$2.15M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
356+ 1.01% |
$156K - $187K
|
35.7K
$20.5M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
354+ 3.15% |
$155K - $186K
|
11.6K
$6.66M
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
354+ 3.18% |
$155K - $186K
|
11.5K
$6.61M
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
353+ 12.78% |
$155K - $185K
|
3.12K
$1.79M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
353+ 11.66% |
$155K - $185K
|
3.38K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
352+ 2.91% |
$155K - $185K
|
12.4K
$7.15M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
351+ 39.98% |
$154K - $184K
|
1.23K
$707K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
350+ 20.16% |
$154K - $184K
|
2.09K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
350+ 37.23% |
$154K - $184K
|
1.29K
$742K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
349+ 9.6% |
$153K - $183K
|
3.99K
$2.29M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
348+ 4.09% |
$153K - $183K
|
8.85K
$5.09M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
347+ 9.25% |
$152K - $182K
|
4.1K
$2.36M
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
347+ 18.69% |
$152K - $182K
|
2.2K
$1.27M
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
346+ 24.21% |
$152K - $182K
|
1.78K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
346+ 3.33% |
$152K - $182K
|
10.8K
$6.18M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
346+ 67.58% |
$152K - $182K
|
858
$493K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
344+ 1.66% |
$151K - $180K
|
21K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
342+ 12.83% |
$150K - $179K
|
3.01K
$1.73M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
342+ 0.32% |
$150K - $179K
|
108K
$62.4M
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
340New |
$149K - $178K
|
340
$196K
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
339+ 32.53% |
$149K - $178K
|
1.38K
$794K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
338+ 8.09% |
$148K - $177K
|
4.51K
$2.6M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
335+ 6.08% |
$147K - $176K
|
5.85K
$3.36M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
335+ 71.13% |
$147K - $176K
|
806
$463K
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
334+ 4.08% |
$147K - $175K
|
8.52K
$4.9M
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
334+ 46.78% |
$147K - $175K
|
1.05K
$603K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
333+ 2.31% |
$146K - $175K
|
14.8K
$8.49M
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
333+ 1.12% |
$146K - $175K
|
30.2K
$17.3M
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
332+ 5.47% |
$146K - $174K
|
6.41K
$3.68M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
332+ 5.05% |
$146K - $174K
|
6.91K
$3.97M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
332+ 20.11% |
$146K - $174K
|
1.98K
$1.14M
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
330+ 45.83% |
$145K - $173K
|
1.05K
$604K
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
329+ 42.51% |
$144K - $173K
|
1.1K
$634K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
329+ 23.74% |
$144K - $173K
|
1.72K
$986K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
326+ 3.59% |
$143K - $171K
|
9.4K
$5.41M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
323+ 23.54% |
$142K - $169K
|
1.7K
$975K
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
321+ 5.03% |
$141K - $168K
|
6.7K
$3.85M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
320+ 7.81% |
$141K - $168K
|
4.42K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
319+ 76.87% |
$140K - $167K
|
734
$422K
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
319+ 11.1% |
$140K - $167K
|
3.19K
$1.84M
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
319+ 2.16% |
$140K - $167K
|
15.1K
$8.68M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
318+ 4.18% |
$140K - $167K
|
7.93K
$4.56M
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
318+ 6.33% |
$140K - $167K
|
5.34K
$3.07M
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
316+ 76.33% |
$139K - $166K
|
730
$420K
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
316+ 1.4% |
$139K - $166K
|
22.8K
$13.1M
|