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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
106+ 1.25% |
$51.7K - $64K
|
8.58K
$5.21M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
106+ 9.16% |
$51.7K - $64K
|
1.26K
$766K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
106+ 0.7% |
$51.7K - $64K
|
15.3K
$9.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
105+ 4.03% |
$51.2K - $63.4K
|
2.71K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
103+ 0.83% |
$50.3K - $62.2K
|
12.5K
$7.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
103+ 4.01% |
$50.3K - $62.2K
|
2.67K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
102+ 1.64% |
$49.8K - $61.6K
|
6.34K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
102+ 6.08% |
$49.8K - $61.6K
|
1.78K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
102+ 9.72% |
$49.8K - $61.6K
|
1.15K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.0% |
$49.8K - $61.6K
|
10.4K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
102+ 0.41% |
$49.8K - $61.6K
|
25.3K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
102+ 18.05% |
$49.8K - $61.6K
|
667
$405K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
102+ 2.54% |
$49.8K - $61.6K
|
4.11K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
101+ 4.03% |
$49.3K - $61K
|
2.61K
$1.58M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
101+ 10.21% |
$49.3K - $61K
|
1.09K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 4.78% |
$48.8K - $60.4K
|
2.19K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
100+ 0.47% |
$48.8K - $60.4K
|
21.5K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
100+ 2.77% |
$48.8K - $60.4K
|
3.72K
$2.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
100+ 20.0% |
$48.8K - $60.4K
|
600
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
99+ 4.28% |
$48.3K - $59.8K
|
2.41K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
99+ 8.82% |
$48.3K - $59.8K
|
1.22K
$741K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
99+ 1.71% |
$48.3K - $59.8K
|
5.88K
$3.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 4.45% |
$48.3K - $59.8K
|
2.32K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
99+ 2.0% |
$48.3K - $59.8K
|
5.06K
$3.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
98+ 10.08% |
$47.8K - $59.2K
|
1.07K
$649K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
98+ 4.45% |
$47.8K - $59.2K
|
2.3K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
98+ 14.1% |
$47.8K - $59.2K
|
793
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
98+ 12.22% |
$47.8K - $59.2K
|
900
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
97+ 0.31% |
$47.3K - $58.6K
|
31.5K
$19.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
96+ 8.78% |
$46.8K - $58K
|
1.19K
$721K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
96+ 4.82% |
$46.8K - $58K
|
2.09K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
95+ 2.04% |
$46.4K - $57.4K
|
4.76K
$2.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
94New |
$45.9K - $56.8K
|
94
$57K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
94New |
$45.9K - $56.8K
|
94
$57K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
94+ 14.42% |
$45.9K - $56.8K
|
746
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
94+ 3.16% |
$45.9K - $56.8K
|
3.07K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
93+ 20.17% |
$45.4K - $56.2K
|
554
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
93+ 1.59% |
$45.4K - $56.2K
|
5.95K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
91+ 18.92% |
$44.4K - $55K
|
572
$347K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
91+ 12.15% |
$44.4K - $55K
|
840
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
90New |
$43.9K - $54.4K
|
90
$54.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
90+ 2.11% |
$43.9K - $54.4K
|
4.37K
$2.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
90+ 1.35% |
$43.9K - $54.4K
|
6.76K
$4.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 1.51% |
$43.4K - $53.8K
|
5.98K
$3.63M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
89+ 9.85% |
$43.4K - $53.8K
|
993
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
89+ 6.04% |
$43.4K - $53.8K
|
1.56K
$948K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
89+ 0.8% |
$43.4K - $53.8K
|
11.2K
$6.8M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
89+ 0.39% |
$43.4K - $53.8K
|
23.2K
$14.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88+ 0.65% |
$42.9K - $53.2K
|
13.6K
$8.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
87+ 0.69% |
$42.5K - $52.6K
|
12.7K
$7.73M
|