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 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
128+ 28.44% |
$62.5K - $77.3K
|
578
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
128+ 7.35% |
$62.5K - $77.3K
|
1.87K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
128+ 7.61% |
$62.5K - $77.3K
|
1.81K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
128+ 2.8% |
$62.5K - $77.3K
|
4.7K
$2.85M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
127+ 2.99% |
$62K - $76.7K
|
4.37K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
127+ 1.46% |
$62K - $76.7K
|
8.85K
$5.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
126+ 4.69% |
$61.5K - $76.1K
|
2.81K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
124+ 1.14% |
$60.5K - $74.9K
|
11K
$6.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
124+ 3.97% |
$60.5K - $74.9K
|
3.25K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.04% |
$60.5K - $74.9K
|
4.2K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
123+ 0.74% |
$60K - $74.3K
|
16.6K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
123+ 10.84% |
$60K - $74.3K
|
1.26K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
122+ 0.56% |
$59.5K - $73.7K
|
21.8K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
121+ 16.6% |
$59K - $73.1K
|
850
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
121+ 24.69% |
$59K - $73.1K
|
611
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
121+ 4.3% |
$59K - $73.1K
|
2.93K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
120+ 3.63% |
$58.6K - $72.5K
|
3.43K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
120+ 0.33% |
$58.6K - $72.5K
|
36.7K
$22.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
120+ 4.6% |
$58.6K - $72.5K
|
2.73K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
120+ 4.74% |
$58.6K - $72.5K
|
2.65K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
120+ 3.05% |
$58.6K - $72.5K
|
4.06K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
118+ 10.16% |
$57.6K - $71.3K
|
1.28K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
118+ 33.62% |
$57.6K - $71.3K
|
469
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
117+ 27.66% |
$57.1K - $70.7K
|
540
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
117+ 15.16% |
$57.1K - $70.7K
|
889
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
117+ 9.69% |
$57.1K - $70.7K
|
1.32K
$803K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
116+ 2.21% |
$56.6K - $70.1K
|
5.36K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
116+ 4.94% |
$56.6K - $70.1K
|
2.47K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
115+ 13.67% |
$56.1K - $69.5K
|
956
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
115+ 3.63% |
$56.1K - $69.5K
|
3.29K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
115+ 14.59% |
$56.1K - $69.5K
|
903
$548K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
114+ 7.97% |
$55.6K - $68.9K
|
1.54K
$937K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
114+ 23.31% |
$55.6K - $68.9K
|
603
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
114+ 0.67% |
$55.6K - $68.9K
|
17K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
112+ 14.32% |
$54.7K - $67.7K
|
894
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
111+ 1.25% |
$54.2K - $67.1K
|
9K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
110+ 1.72% |
$53.7K - $66.5K
|
6.5K
$3.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
110+ 5.36% |
$53.7K - $66.5K
|
2.16K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
110+ 24.89% |
$53.7K - $66.5K
|
552
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
109+ 6.38% |
$53.2K - $65.9K
|
1.82K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
108+ 5.51% |
$52.7K - $65.3K
|
2.07K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
108+ 1.74% |
$52.7K - $65.3K
|
6.32K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
108+ 10.6% |
$52.7K - $65.3K
|
1.13K
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
108+ 80.6% |
$52.7K - $65.3K
|
242
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
107+ 12.04% |
$52.2K - $64.6K
|
996
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
107+ 8.01% |
$52.2K - $64.6K
|
1.44K
$876K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 5.18% |
$52.2K - $64.6K
|
2.17K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
107+ 7.05% |
$52.2K - $64.6K
|
1.62K
$985K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
107+ 2.24% |
$52.2K - $64.6K
|
4.88K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
106+ 1.32% |
$51.7K - $64K
|
8.15K
$4.95M
|