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 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
257+ 2.19% |
$113K - $135K
|
12K
$6.89M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
257+ 3.83% |
$113K - $135K
|
6.97K
$4M
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
256+ 2.28% |
$112K - $134K
|
11.5K
$6.59M
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
256+ 36.89% |
$112K - $134K
|
950
$546K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
256+ 7.9% |
$112K - $134K
|
3.5K
$2.01M
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
254+ 11.72% |
$112K - $133K
|
2.42K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
253+ 12.35% |
$111K - $133K
|
2.3K
$1.32M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
252+ 20.03% |
$111K - $132K
|
1.51K
$868K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
252+ 3.75% |
$111K - $132K
|
6.97K
$4.01M
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
250+ 18.23% |
$110K - $131K
|
1.62K
$932K
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
248+ 1.52% |
$109K - $130K
|
16.6K
$9.52M
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
247New |
$108K - $130K
|
247
$142K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
246+ 7.37% |
$108K - $129K
|
3.58K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
245+ 8.08% |
$108K - $129K
|
3.28K
$1.89M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
242+ 2.79% |
$106K - $127K
|
8.9K
$5.12M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
242+ 27.31% |
$106K - $127K
|
1.13K
$649K
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
239+ 14.48% |
$105K - $125K
|
1.89K
$1.09M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
237+ 3.01% |
$104K - $124K
|
8.11K
$4.66M
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
236+ 4.99% |
$104K - $124K
|
4.97K
$2.86M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
235+ 13.64% |
$103K - $123K
|
1.96K
$1.13M
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
235+ 7.54% |
$103K - $123K
|
3.35K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
234+ 9.92% |
$103K - $123K
|
2.59K
$1.49M
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
234+ 0.77% |
$103K - $123K
|
30.5K
$17.5M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
233+ 5.01% |
$102K - $122K
|
4.89K
$2.81M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
232+ 5.23% |
$102K - $122K
|
4.67K
$2.69M
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
232+ 6.92% |
$102K - $122K
|
3.59K
$2.06M
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
231+ 19.14% |
$101K - $121K
|
1.44K
$827K
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
231+ 2.12% |
$101K - $121K
|
11.1K
$6.39M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
230+ 3.55% |
$101K - $121K
|
6.72K
$3.86M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
230+ 11.86% |
$101K - $121K
|
2.17K
$1.25M
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
228+ 3.71% |
$100K - $120K
|
6.37K
$3.66M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
227+ 54.83% |
$99.7K - $119K
|
641
$369K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
224+ 2.93% |
$98.4K - $118K
|
7.86K
$4.52M
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
223+ 17.67% |
$97.9K - $117K
|
1.49K
$854K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
223+ 29.11% |
$97.9K - $117K
|
989
$569K
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
221+ 2.57% |
$97.1K - $116K
|
8.83K
$5.08M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
220+ 4.59% |
$96.6K - $115K
|
5.01K
$2.88M
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
220+ 0.56% |
$96.6K - $115K
|
39.8K
$22.9M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
219+ 1.31% |
$96.2K - $115K
|
16.9K
$9.74M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
219+ 26.81% |
$96.2K - $115K
|
1.04K
$596K
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
218+ 12.45% |
$95.7K - $114K
|
1.97K
$1.13M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
218+ 42.25% |
$95.7K - $114K
|
734
$422K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
217+ 4.04% |
$95.3K - $114K
|
5.59K
$3.22M
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
217+ 2.82% |
$95.3K - $114K
|
7.9K
$4.54M
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
216+ 21.09% |
$94.9K - $113K
|
1.24K
$713K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
215+ 52.06% |
$94.4K - $113K
|
628
$361K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
214+ 28.72% |
$94K - $112K
|
959
$551K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
213+ 4.5% |
$93.5K - $112K
|
4.95K
$2.85M
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
210+ 3.0% |
$92.2K - $110K
|
7.2K
$4.14M
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
210+ 5.42% |
$92.2K - $110K
|
4.09K
$2.35M
|