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 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
313+ 34.86% |
$137K - $164K
|
1.21K
$696K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
312New |
$137K - $164K
|
312
$179K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
312+ 7.0% |
$137K - $164K
|
4.77K
$2.74M
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
310New |
$136K - $163K
|
310
$178K
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
310+ 23.48% |
$136K - $163K
|
1.63K
$937K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
309+ 2.07% |
$136K - $162K
|
15.2K
$8.77M
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
306+ 3.9% |
$134K - $161K
|
8.16K
$4.69M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
304+ 37.25% |
$134K - $159K
|
1.12K
$644K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
301New |
$132K - $158K
|
301
$173K
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
CALL |
300New |
$132K - $157K
|
300
$173K
|
|
Aug 06, 2024
Q2 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
300+ 16.83% |
$132K - $157K
|
2.08K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
299+ 26.74% |
$131K - $157K
|
1.42K
$815K
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
299+ 4.32% |
$131K - $157K
|
7.23K
$4.16M
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
299+ 31.44% |
$131K - $157K
|
1.25K
$719K
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
299+ 9.53% |
$131K - $157K
|
3.44K
$1.98M
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
295+ 2.2% |
$130K - $155K
|
13.7K
$7.87M
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
294+ 2.92% |
$129K - $154K
|
10.4K
$5.95M
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
294+ 4.13% |
$129K - $154K
|
7.42K
$4.27M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
291+ 58.08% |
$128K - $153K
|
792
$455K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
289+ 4.46% |
$127K - $152K
|
6.77K
$3.89M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
288+ 9.08% |
$126K - $151K
|
3.46K
$1.99M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
288+ 2.71% |
$126K - $151K
|
10.9K
$6.29M
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
288+ 20.98% |
$126K - $151K
|
1.66K
$955K
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
284+ 2.07% |
$125K - $149K
|
14K
$8.06M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
282+ 2.87% |
$124K - $148K
|
10.1K
$5.81M
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
282+ 4.09% |
$124K - $148K
|
7.18K
$4.13M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
282+ 0.58% |
$124K - $148K
|
48.5K
$27.9M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
281+ 11.68% |
$123K - $147K
|
2.69K
$1.54M
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
277+ 22.65% |
$122K - $145K
|
1.5K
$863K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
276+ 3.89% |
$121K - $145K
|
7.37K
$4.24M
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
276+ 8.53% |
$121K - $145K
|
3.51K
$2.02M
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
275+ 17.17% |
$121K - $144K
|
1.88K
$1.08M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
274+ 2.23% |
$120K - $144K
|
12.6K
$7.24M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
272+ 30.12% |
$119K - $143K
|
1.18K
$676K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
272+ 3.01% |
$119K - $143K
|
9.31K
$5.35M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270+ 15.82% |
$119K - $142K
|
1.98K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
270+ 12.18% |
$119K - $142K
|
2.49K
$1.43M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
266+ 9.17% |
$117K - $140K
|
3.17K
$1.82M
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
266+ 0.51% |
$117K - $140K
|
52.3K
$30.1M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
266+ 36.74% |
$117K - $140K
|
990
$569K
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
264+ 2.4% |
$116K - $139K
|
11.3K
$6.48M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
264+ 6.77% |
$116K - $139K
|
4.16K
$2.39M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
263+ 2.58% |
$116K - $138K
|
10.4K
$6.01M
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
263+ 29.29% |
$116K - $138K
|
1.16K
$668K
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
261+ 18.18% |
$115K - $137K
|
1.7K
$976K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
261+ 23.14% |
$115K - $137K
|
1.39K
$799K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
260+ 14.62% |
$114K - $136K
|
2.04K
$1.17M
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
259+ 1.63% |
$114K - $136K
|
16.2K
$9.31M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
257+ 4.98% |
$113K - $135K
|
5.42K
$3.12M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
257+ 1.17% |
$113K - $135K
|
22.3K
$12.8M
|