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 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
174+ 0.5% |
$76.4K - $91.3K
|
35.1K
$20.2M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
171+ 0.53% |
$75.1K - $89.7K
|
32.5K
$18.7M
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
170+ 39.08% |
$74.7K - $89.2K
|
605
$348K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
170+ 30.3% |
$74.7K - $89.2K
|
731
$420K
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
169+ 7.23% |
$74.2K - $88.7K
|
2.51K
$1.44M
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
168+ 0.66% |
$73.8K - $88.1K
|
25.5K
$14.6M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
166+ 0.41% |
$72.9K - $87.1K
|
40.5K
$23.3M
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
165+ 2.39% |
$72.5K - $86.6K
|
7.06K
$4.06M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
165+ 4.93% |
$72.5K - $86.6K
|
3.51K
$2.02M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
165+ 2.14% |
$72.5K - $86.6K
|
7.87K
$4.52M
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
165+ 5.01% |
$72.5K - $86.6K
|
3.46K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
163+ 1.61% |
$71.6K - $85.5K
|
10.3K
$5.91M
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
163+ 17.58% |
$71.6K - $85.5K
|
1.09K
$627K
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
163+ 4.52% |
$71.6K - $85.5K
|
3.77K
$2.17M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
163+ 2.64% |
$71.6K - $85.5K
|
6.34K
$3.65M
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
162+ 17.4% |
$71.2K - $85K
|
1.09K
$628K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
161New |
$70.7K - $84.5K
|
161
$92.6K
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
BUY
|
- |
161+ 4.32% |
$70.7K - $84.5K
|
3.89K
$2.24M
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
160+ 26.53% |
$70.3K - $83.9K
|
763
$439K
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
159+ 1.38% |
$69.8K - $83.4K
|
11.6K
$6.7M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
158+ 6.05% |
$69.4K - $82.9K
|
2.77K
$1.59M
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
158+ 12.56% |
$69.4K - $82.9K
|
1.42K
$814K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
157+ 4.74% |
$69K - $82.4K
|
3.47K
$1.99M
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
156+ 1.32% |
$68.5K - $81.8K
|
11.9K
$6.87M
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
156+ 2.64% |
$68.5K - $81.8K
|
6.07K
$3.49M
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
BUY
|
- |
155+ 0.41% |
$68.1K - $81.3K
|
37.9K
$21.8M
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
154+ 14.75% |
$67.6K - $80.8K
|
1.2K
$689K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
154+ 0.93% |
$67.6K - $80.8K
|
16.8K
$9.65M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
153+ 0.37% |
$67.2K - $80.3K
|
41.9K
$24.1M
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
153+ 2.26% |
$67.2K - $80.3K
|
6.93K
$3.99M
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
152+ 3.41% |
$66.8K - $79.7K
|
4.62K
$2.65M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
150+ 14.22% |
$65.9K - $78.7K
|
1.21K
$693K
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
150+ 14.19% |
$65.9K - $78.7K
|
1.21K
$694K
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
150+ 8.62% |
$65.9K - $78.7K
|
1.89K
$1.09M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
150+ 5.85% |
$65.9K - $78.7K
|
2.71K
$1.56M
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
150+ 3.9% |
$65.9K - $78.7K
|
4K
$2.3M
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
150+ 10.03% |
$65.9K - $78.7K
|
1.65K
$946K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149+ 0.21% |
$65.4K - $78.2K
|
72.3K
$41.6M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
149+ 3.78% |
$65.4K - $78.2K
|
4.1K
$2.36M
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
149+ 16.46% |
$65.4K - $78.2K
|
1.05K
$606K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
146+ 2.34% |
$64.1K - $76.6K
|
6.39K
$3.67M
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
146+ 13.93% |
$64.1K - $76.6K
|
1.19K
$687K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
146+ 4.0% |
$64.1K - $76.6K
|
3.8K
$2.18M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
146+ 3.4% |
$64.1K - $76.6K
|
4.45K
$2.56M
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
144+ 11.09% |
$63.2K - $75.5K
|
1.44K
$829K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
143+ 0.55% |
$62.8K - $75K
|
26.1K
$15M
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
143+ 0.28% |
$62.8K - $75K
|
51.3K
$29.5M
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
143+ 2.25% |
$62.8K - $75K
|
6.5K
$3.74M
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
143+ 1.82% |
$62.8K - $75K
|
7.99K
$4.59M
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
142+ 3.43% |
$62.4K - $74.5K
|
4.28K
$2.46M
|