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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
142+ 21.45% |
$62.4K - $74.5K
|
804
$462K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
142+ 3.41% |
$62.4K - $74.5K
|
4.3K
$2.47M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
141+ 0.14% |
$61.9K - $74K
|
101K
$58.3M
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
141+ 3.57% |
$61.9K - $74K
|
4.09K
$2.35M
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
141+ 6.37% |
$61.9K - $74K
|
2.36K
$1.35M
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
140+ 16.71% |
$61.5K - $73.4K
|
978
$562K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
140+ 1.01% |
$61.5K - $73.4K
|
14.1K
$8.09M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
140+ 14.26% |
$61.5K - $73.4K
|
1.12K
$645K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
140+ 4.9% |
$61.5K - $73.4K
|
3K
$1.72M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
139+ 0.54% |
$61K - $72.9K
|
26K
$15M
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
138+ 4.17% |
$60.6K - $72.4K
|
3.45K
$1.98M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
138+ 17.51% |
$60.6K - $72.4K
|
926
$532K
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
136+ 11.07% |
$59.7K - $71.3K
|
1.37K
$785K
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
136+ 3.36% |
$59.7K - $71.3K
|
4.18K
$2.4M
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
136+ 11.18% |
$59.7K - $71.3K
|
1.35K
$777K
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
135+ 1.08% |
$59.3K - $70.8K
|
12.6K
$7.27M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$59.3K - $70.8K
|
135
$77.6K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
134+ 0.81% |
$58.9K - $70.3K
|
16.7K
$9.61M
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
133+ 18.95% |
$58.4K - $69.8K
|
835
$480K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
133+ 11.28% |
$58.4K - $69.8K
|
1.31K
$754K
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
132+ 0.24% |
$58K - $69.3K
|
54K
$31.1M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
132+ 20.25% |
$58K - $69.3K
|
784
$451K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
132+ 4.55% |
$58K - $69.3K
|
3.03K
$1.74M
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
132+ 0.6% |
$58K - $69.3K
|
22.1K
$12.7M
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
131+ 1.6% |
$57.5K - $68.7K
|
8.33K
$4.79M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
131+ 2.0% |
$57.5K - $68.7K
|
6.67K
$3.84M
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
130+ 2.8% |
$57.1K - $68.2K
|
4.78K
$2.75M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
130+ 2.64% |
$57.1K - $68.2K
|
5.06K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
128+ 1.15% |
$56.2K - $67.2K
|
11.2K
$6.46M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.63% |
$56.2K - $67.2K
|
20.4K
$11.7M
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
128+ 27.83% |
$56.2K - $67.2K
|
588
$338K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
127+ 1.81% |
$55.8K - $66.6K
|
7.15K
$4.11M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
127+ 4.67% |
$55.8K - $66.6K
|
2.85K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 11.79% |
$55.3K - $66.1K
|
1.2K
$687K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
125+ 13.53% |
$54.9K - $65.6K
|
1.05K
$603K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
125+ 3.67% |
$54.9K - $65.6K
|
3.53K
$2.03M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
125New |
$54.9K - $65.6K
|
125
$71.9K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
124+ 1.16% |
$54.5K - $65.1K
|
10.8K
$6.22M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
124+ 7.7% |
$54.5K - $65.1K
|
1.73K
$997K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
123+ 6.53% |
$54K - $64.5K
|
2.01K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
122+ 3.83% |
$53.6K - $64K
|
3.31K
$1.9M
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
121+ 12.19% |
$53.1K - $63.5K
|
1.11K
$641K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
121+ 7.13% |
$53.1K - $63.5K
|
1.82K
$1.05M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
121+ 7.36% |
$53.1K - $63.5K
|
1.76K
$1.01M
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
121+ 2.59% |
$53.1K - $63.5K
|
4.78K
$2.75M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
120+ 130.43% |
$52.7K - $63K
|
212
$122K
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
120+ 3.53% |
$52.7K - $63K
|
3.52K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
119+ 10.49% |
$52.3K - $62.4K
|
1.25K
$720K
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
119+ 1.38% |
$52.3K - $62.4K
|
8.74K
$5.02M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
119New |
$52.3K - $62.4K
|
119
$68.4K
|