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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
157+ 23.47% |
$76.6K - $94.9K
|
826
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
157+ 314.0% |
$76.6K - $94.9K
|
207
$126K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
157+ 4.33% |
$76.6K - $94.9K
|
3.78K
$2.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 7.7% |
$76.6K - $94.9K
|
2.2K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
157+ 16.0% |
$76.6K - $94.9K
|
1.14K
$692K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
156+ 14.29% |
$76.1K - $94.3K
|
1.25K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
155+ 31.0% |
$75.6K - $93.6K
|
655
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
155New |
$75.6K - $93.6K
|
155
$94.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
155+ 30.88% |
$75.6K - $93.6K
|
657
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
155+ 50.99% |
$75.6K - $93.6K
|
459
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
154+ 2.56% |
$75.2K - $93K
|
6.16K
$3.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
154+ 25.45% |
$75.2K - $93K
|
759
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
154+ 33.33% |
$75.2K - $93K
|
616
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 17.83% |
$74.7K - $92.4K
|
1.01K
$615K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
151+ 15.75% |
$73.7K - $91.2K
|
1.11K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
151+ 6.6% |
$73.7K - $91.2K
|
2.44K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
151New |
$73.7K - $91.2K
|
151
$91.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
151+ 8.75% |
$73.7K - $91.2K
|
1.88K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
151+ 15.25% |
$73.7K - $91.2K
|
1.14K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
150+ 0.24% |
$73.2K - $90.6K
|
63.8K
$38.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
150New |
$73.2K - $90.6K
|
150
$91.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
150+ 0.29% |
$73.2K - $90.6K
|
51.4K
$31.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
150+ 1.22% |
$73.2K - $90.6K
|
12.5K
$7.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
148+ 10.66% |
$72.2K - $89.4K
|
1.54K
$935K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
148+ 6.87% |
$72.2K - $89.4K
|
2.3K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
147+ 9.71% |
$71.7K - $88.8K
|
1.66K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
146+ 4.23% |
$71.2K - $88.2K
|
3.6K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
145+ 26.61% |
$70.8K - $87.6K
|
690
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
145+ 2.29% |
$70.8K - $87.6K
|
6.49K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
145+ 1.29% |
$70.8K - $87.6K
|
11.4K
$6.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
144+ 0.96% |
$70.3K - $87K
|
15.1K
$9.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
143+ 3.79% |
$69.8K - $86.4K
|
3.92K
$2.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
143+ 5.58% |
$69.8K - $86.4K
|
2.71K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
142+ 4.07% |
$69.3K - $85.8K
|
3.63K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141+ 0.32% |
$68.8K - $85.2K
|
44.4K
$27M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 3.21% |
$67.8K - $84K
|
4.46K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
139+ 21.42% |
$67.8K - $84K
|
788
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
139+ 11.32% |
$67.8K - $84K
|
1.37K
$832K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
139+ 2.51% |
$67.8K - $84K
|
5.68K
$3.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
139+ 18.71% |
$67.8K - $84K
|
882
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
138+ 0.45% |
$67.3K - $83.4K
|
31K
$18.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.89% |
$66.9K - $82.8K
|
1.68K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
137+ 0.43% |
$66.9K - $82.8K
|
31.7K
$19.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
137+ 18.72% |
$66.9K - $82.8K
|
869
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
136+ 11.81% |
$66.4K - $82.2K
|
1.29K
$784K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
136+ 5.56% |
$66.4K - $82.2K
|
2.58K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
136+ 11.18% |
$66.4K - $82.2K
|
1.35K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
135+ 28.66% |
$65.9K - $81.6K
|
606
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
133+ 15.68% |
$64.9K - $80.4K
|
981
$597K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
130+ 26.92% |
$63.4K - $78.5K
|
613
$373K
|