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 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
74+ 12.37% |
$32.5K - $38.8K
|
672
$386K
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
74+ 14.48% |
$32.5K - $38.8K
|
585
$336K
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
74+ 1.56% |
$32.5K - $38.8K
|
4.81K
$2.76M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74+ 1.77% |
$32.5K - $38.8K
|
4.25K
$2.44M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
73+ 1.33% |
$32.1K - $38.3K
|
5.55K
$3.19M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
73+ 1.66% |
$32.1K - $38.3K
|
4.47K
$2.57M
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
73+ 2.67% |
$32.1K - $38.3K
|
2.81K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
71+ 4.4% |
$31.2K - $37.2K
|
1.68K
$968K
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
71+ 0.66% |
$31.2K - $37.2K
|
10.9K
$6.27M
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
70+ 18.52% |
$30.7K - $36.7K
|
448
$258K
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 2.18% |
$30.7K - $36.7K
|
3.29K
$1.89M
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
70+ 1.93% |
$30.7K - $36.7K
|
3.7K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
69+ 9.68% |
$30.3K - $36.2K
|
782
$450K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
69+ 0.93% |
$30.3K - $36.2K
|
7.51K
$4.32M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
69+ 18.96% |
$30.3K - $36.2K
|
433
$249K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 8.43% |
$29.9K - $35.7K
|
875
$503K
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
68+ 3.17% |
$29.9K - $35.7K
|
2.21K
$1.27M
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
68+ 4.2% |
$29.9K - $35.7K
|
1.69K
$970K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
68+ 21.25% |
$29.9K - $35.7K
|
388
$223K
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
67+ 1.27% |
$29.4K - $35.2K
|
5.36K
$3.08M
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
67+ 1.63% |
$29.4K - $35.2K
|
4.18K
$2.4M
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
67+ 7.73% |
$29.4K - $35.2K
|
934
$537K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 1.41% |
$29.4K - $35.2K
|
4.83K
$2.78M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
67+ 1.35% |
$29.4K - $35.2K
|
5.05K
$2.9M
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
67+ 2.05% |
$29.4K - $35.2K
|
3.33K
$1.92M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
66New |
$29K - $34.6K
|
66
$38K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 66.0% |
$29K - $34.6K
|
166
$95.5K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
66+ 16.1% |
$29K - $34.6K
|
476
$274K
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
66+ 2.68% |
$29K - $34.6K
|
2.53K
$1.45M
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
66+ 7.38% |
$29K - $34.6K
|
960
$552K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
66+ 2.2% |
$29K - $34.6K
|
3.07K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65+ 3.0% |
$28.5K - $34.1K
|
2.23K
$1.28M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 2.68% |
$28.5K - $34.1K
|
2.49K
$1.43M
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
65+ 0.65% |
$28.5K - $34.1K
|
10K
$5.75M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
65+ 0.15% |
$28.5K - $34.1K
|
43.3K
$24.9M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
65+ 3.29% |
$28.5K - $34.1K
|
2.04K
$1.17M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
65+ 3.65% |
$28.5K - $34.1K
|
1.85K
$1.06M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
64+ 9.03% |
$28.1K - $33.6K
|
773
$444K
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
64+ 0.43% |
$28.1K - $33.6K
|
15K
$8.6M
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
63+ 1.05% |
$27.7K - $33.1K
|
6.07K
$3.49M
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
63+ 6.91% |
$27.7K - $33.1K
|
975
$561K
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
63+ 3.01% |
$27.7K - $33.1K
|
2.16K
$1.24M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
63+ 4.26% |
$27.7K - $33.1K
|
1.54K
$886K
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
63+ 1.74% |
$27.7K - $33.1K
|
3.69K
$2.12M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
63+ 10.7% |
$27.7K - $33.1K
|
652
$375K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
62+ 17.08% |
$27.2K - $32.5K
|
425
$244K
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
62+ 2.97% |
$27.2K - $32.5K
|
2.15K
$1.24M
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
61+ 1.61% |
$26.8K - $32K
|
3.84K
$2.21M
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
61+ 7.58% |
$26.8K - $32K
|
866
$498K
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
61+ 0.42% |
$26.8K - $32K
|
14.5K
$8.33M
|