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 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
93+ 3.46% |
$40.8K - $48.8K
|
2.78K
$1.6M
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
93+ 3.73% |
$40.8K - $48.8K
|
2.58K
$1.49M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
92+ 5.7% |
$40.4K - $48.3K
|
1.71K
$982K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
92+ 9.06% |
$40.4K - $48.3K
|
1.11K
$637K
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
92+ 17.16% |
$40.4K - $48.3K
|
628
$361K
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
92+ 2.71% |
$40.4K - $48.3K
|
3.49K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
91+ 2.25% |
$40K - $47.7K
|
4.14K
$2.38M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
91+ 12.91% |
$40K - $47.7K
|
796
$458K
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
90+ 1.25% |
$39.5K - $47.2K
|
7.27K
$4.18M
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
90+ 5.5% |
$39.5K - $47.2K
|
1.73K
$992K
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
89+ 0.58% |
$39.1K - $46.7K
|
15.4K
$8.88M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
89+ 1.42% |
$39.1K - $46.7K
|
6.34K
$3.64M
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
89+ 13.48% |
$39.1K - $46.7K
|
749
$431K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
88+ 3.97% |
$38.6K - $46.2K
|
2.31K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
88+ 13.73% |
$38.6K - $46.2K
|
729
$419K
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
87+ 1.48% |
$38.2K - $45.6K
|
5.97K
$3.43M
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
87+ 12.02% |
$38.2K - $45.6K
|
811
$466K
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
87+ 12.52% |
$38.2K - $45.6K
|
782
$450K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
86+ 1.82% |
$37.8K - $45.1K
|
4.82K
$2.77M
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
86+ 2.02% |
$37.8K - $45.1K
|
4.35K
$2.5M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
85New |
$37.3K - $44.6K
|
85
$48.9K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
85+ 2.06% |
$37.3K - $44.6K
|
4.21K
$2.42M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
85+ 38.81% |
$37.3K - $44.6K
|
304
$175K
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
85+ 1.37% |
$37.3K - $44.6K
|
6.3K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
84+ 1.67% |
$36.9K - $44.1K
|
5.11K
$2.94M
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
84+ 3.96% |
$36.9K - $44.1K
|
2.2K
$1.27M
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
84+ 9.49% |
$36.9K - $44.1K
|
969
$557K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
84+ 262.5% |
$36.9K - $44.1K
|
116
$66.7K
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
83+ 2.54% |
$36.5K - $43.5K
|
3.35K
$1.93M
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
83+ 16.18% |
$36.5K - $43.5K
|
596
$343K
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
83+ 3.28% |
$36.5K - $43.5K
|
2.61K
$1.5M
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
83+ 5.31% |
$36.5K - $43.5K
|
1.65K
$946K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
83+ 6.47% |
$36.5K - $43.5K
|
1.37K
$785K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
82+ 3.28% |
$36K - $43K
|
2.58K
$1.48M
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
81+ 17.69% |
$35.6K - $42.5K
|
539
$310K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
81+ 77.88% |
$35.6K - $42.5K
|
185
$106K
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
81+ 1.69% |
$35.6K - $42.5K
|
4.87K
$2.8M
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
80+ 0.26% |
$35.1K - $42K
|
30.8K
$17.7M
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
80+ 15.12% |
$35.1K - $42K
|
609
$350K
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
80+ 1.28% |
$35.1K - $42K
|
6.32K
$3.63M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
79+ 15.37% |
$34.7K - $41.4K
|
593
$341K
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
77+ 1.47% |
$33.8K - $40.4K
|
5.31K
$3.05M
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
77+ 13.85% |
$33.8K - $40.4K
|
633
$364K
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
77+ 1.85% |
$33.8K - $40.4K
|
4.24K
$2.44M
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
77+ 0.41% |
$33.8K - $40.4K
|
19K
$10.9M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
77+ 4.25% |
$33.8K - $40.4K
|
1.89K
$1.09M
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
75+ 6.0% |
$32.9K - $39.3K
|
1.32K
$761K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
75+ 3.37% |
$32.9K - $39.3K
|
2.3K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
75+ 7.37% |
$32.9K - $39.3K
|
1.09K
$628K
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
75+ 0.65% |
$32.9K - $39.3K
|
11.6K
$6.67M
|