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
|
Ellsworth Advisors, LLC
|
BUY
|
- |
119+ 10.73% |
$52.3K - $62.4K
|
1.23K
$706K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
116+ 65.91% |
$50.9K - $60.9K
|
292
$168K
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
116+ 3.21% |
$50.9K - $60.9K
|
3.73K
$2.15M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
116+ 1.2% |
$50.9K - $60.9K
|
9.8K
$5.63M
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
115+ 2.4% |
$50.5K - $60.3K
|
4.9K
$2.82M
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
115+ 9.21% |
$50.5K - $60.3K
|
1.36K
$784K
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
114+ 5.53% |
$50.1K - $59.8K
|
2.17K
$1.25M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
114New |
$50.1K - $59.8K
|
114
$65.6K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
113+ 20.66% |
$49.6K - $59.3K
|
660
$380K
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
112+ 9.82% |
$49.2K - $58.8K
|
1.25K
$720K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
112+ 6.36% |
$49.2K - $58.8K
|
1.87K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
110+ 16.57% |
$48.3K - $57.7K
|
774
$445K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
110+ 0.83% |
$48.3K - $57.7K
|
13.4K
$7.72M
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
109+ 0.78% |
$47.9K - $57.2K
|
14K
$8.05M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
107+ 2.09% |
$47K - $56.1K
|
5.23K
$3.01M
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
106+ 1.07% |
$46.6K - $55.6K
|
10K
$5.78M
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
106+ 24.09% |
$46.6K - $55.6K
|
546
$314K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
106+ 8.21% |
$46.6K - $55.6K
|
1.4K
$803K
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
106+ 11.74% |
$46.6K - $55.6K
|
1.01K
$580K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
105+ 11.06% |
$46.1K - $55.1K
|
1.05K
$606K
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
105+ 5.7% |
$46.1K - $55.1K
|
1.95K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
104+ 1.55% |
$45.7K - $54.6K
|
6.82K
$3.92M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
104+ 2.2% |
$45.7K - $54.6K
|
4.83K
$2.78M
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
104+ 8.74% |
$45.7K - $54.6K
|
1.29K
$744K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
104+ 10.2% |
$45.7K - $54.6K
|
1.12K
$646K
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
103+ 14.27% |
$45.2K - $54K
|
825
$474K
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
102+ 0.35% |
$44.8K - $53.5K
|
29.2K
$16.8M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
102+ 20.28% |
$44.8K - $53.5K
|
605
$348K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
102+ 10.65% |
$44.8K - $53.5K
|
1.06K
$610K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 5.14% |
$44.4K - $53K
|
2.07K
$1.19M
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
101+ 17.6% |
$44.4K - $53K
|
675
$388K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
101+ 39.76% |
$44.4K - $53K
|
355
$204K
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
100New |
$43.9K - $52.5K
|
100
$57.5K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$43.9K - $52.5K
|
100
$57.5K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
100+ 4.76% |
$43.9K - $52.5K
|
2.2K
$1.27M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100New |
$43.9K - $52.5K
|
100
$57.5K
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
100+ 4.06% |
$43.9K - $52.5K
|
2.56K
$1.47M
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
98+ 1.06% |
$43K - $51.4K
|
9.32K
$5.36M
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
98+ 3.73% |
$43K - $51.4K
|
2.72K
$1.57M
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
98+ 15.78% |
$43K - $51.4K
|
719
$413K
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
98+ 6.4% |
$43K - $51.4K
|
1.63K
$937K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
98+ 3.68% |
$43K - $51.4K
|
2.76K
$1.59M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
98+ 5.25% |
$43K - $51.4K
|
1.96K
$1.13M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
97+ 18.8% |
$42.6K - $50.9K
|
613
$352K
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
96+ 11.82% |
$42.2K - $50.4K
|
908
$522K
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
94+ 12.69% |
$41.3K - $49.3K
|
835
$480K
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
93+ 2.27% |
$40.8K - $48.8K
|
4.19K
$2.41M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
93+ 2.91% |
$40.8K - $48.8K
|
3.29K
$1.89M
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
93+ 4.72% |
$40.8K - $48.8K
|
2.06K
$1.19M
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
93+ 4.9% |
$40.8K - $48.8K
|
1.99K
$1.14M
|