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 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
209+ 18.85% |
$91.8K - $110K
|
1.32K
$758K
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
208+ 3.66% |
$91.4K - $109K
|
5.89K
$3.39M
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
208+ 2.56% |
$91.4K - $109K
|
8.35K
$4.8M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
208+ 1.8% |
$91.4K - $109K
|
11.7K
$6.75M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205+ 2.38% |
$90K - $108K
|
8.81K
$5.07M
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
205+ 27.97% |
$90K - $108K
|
938
$539K
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
203+ 3.74% |
$89.2K - $106K
|
5.63K
$3.24M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
202+ 3.35% |
$88.7K - $106K
|
6.24K
$3.59M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
201New |
$88.3K - $105K
|
201
$116K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$87.8K - $105K
|
200
$115K
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
200+ 33.33% |
$87.8K - $105K
|
800
$460K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
200New |
$87.8K - $105K
|
200
$115K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
200+ 40.0% |
$87.8K - $105K
|
700
$403K
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
200+ 4.41% |
$87.8K - $105K
|
4.74K
$2.73M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
200+ 26.32% |
$87.8K - $105K
|
960
$552K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
198+ 9.39% |
$87K - $104K
|
2.31K
$1.33M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
198+ 34.86% |
$87K - $104K
|
766
$440K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
197+ 23.85% |
$86.5K - $103K
|
1.02K
$588K
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
196+ 6.11% |
$86.1K - $103K
|
3.4K
$1.96M
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
196+ 2.23% |
$86.1K - $103K
|
8.99K
$5.17M
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
195+ 16.81% |
$85.6K - $102K
|
1.36K
$779K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
194+ 5.21% |
$85.2K - $102K
|
3.92K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
193+ 7.95% |
$84.8K - $101K
|
2.62K
$1.51M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
193+ 38.6% |
$84.8K - $101K
|
693
$398K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
191+ 10.54% |
$83.9K - $100K
|
2K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
189+ 2.74% |
$83K - $99.2K
|
7.08K
$4.07M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
188+ 6.58% |
$82.6K - $98.6K
|
3.05K
$1.75M
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
188+ 2.94% |
$82.6K - $98.6K
|
6.58K
$3.79M
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
187+ 7.35% |
$82.1K - $98.1K
|
2.73K
$1.57M
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
187+ 4.13% |
$82.1K - $98.1K
|
4.72K
$2.71M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
187+ 1.7% |
$82.1K - $98.1K
|
11.2K
$6.44M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
186+ 0.3% |
$81.7K - $97.6K
|
63K
$36.2M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
186+ 14.51% |
$81.7K - $97.6K
|
1.47K
$844K
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
186+ 4.41% |
$81.7K - $97.6K
|
4.41K
$2.53M
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
185+ 4.08% |
$81.3K - $97.1K
|
4.72K
$2.71M
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
185+ 7.34% |
$81.3K - $97.1K
|
2.71K
$1.56M
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
184+ 3.52% |
$80.8K - $96.5K
|
5.41K
$3.11M
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
184+ 1.72% |
$80.8K - $96.5K
|
10.9K
$6.27M
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
182+ 9.76% |
$79.9K - $95.5K
|
2.05K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
181+ 8.85% |
$79.5K - $95K
|
2.23K
$1.28M
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
181+ 5.71% |
$79.5K - $95K
|
3.35K
$1.93M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
180+ 25.71% |
$79.1K - $94.4K
|
880
$506K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
180+ 18.44% |
$79.1K - $94.4K
|
1.16K
$665K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
179+ 2.16% |
$78.6K - $93.9K
|
8.47K
$4.87M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
178+ 8.29% |
$78.2K - $93.4K
|
2.33K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
175+ 33.4% |
$76.9K - $91.8K
|
699
$402K
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
175+ 2.24% |
$76.9K - $91.8K
|
7.98K
$4.59M
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
175+ 31.42% |
$76.9K - $91.8K
|
732
$421K
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
175+ 4.82% |
$76.9K - $91.8K
|
3.81K
$2.19M
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
175+ 1.92% |
$76.9K - $91.8K
|
9.27K
$5.33M
|