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
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
60+ 5.11% |
$26.4K - $31.5K
|
1.23K
$710K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
60+ 9.01% |
$26.4K - $31.5K
|
726
$417K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
60+ 600.0% |
$26.4K - $31.5K
|
70
$40.3K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
60+ 2.62% |
$26.4K - $31.5K
|
2.35K
$1.35M
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$26.4K - $31.5K
|
60
$34.5K
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
60+ 30.93% |
$26.4K - $31.5K
|
254
$146K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 2.78% |
$25.9K - $31K
|
2.19K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
58+ 6.89% |
$25.5K - $30.4K
|
900
$518K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 5.23% |
$25.5K - $30.4K
|
1.17K
$672K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
57+ 3.25% |
$25K - $29.9K
|
1.81K
$1.04M
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
57+ 1.31% |
$25K - $29.9K
|
4.41K
$2.54M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
57+ 6.08% |
$25K - $29.9K
|
995
$572K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
56+ 1.55% |
$24.6K - $29.4K
|
3.67K
$2.11M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
55+ 5.8% |
$24.2K - $28.9K
|
1K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
54+ 12.92% |
$23.7K - $28.3K
|
472
$271K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
54+ 10.42% |
$23.7K - $28.3K
|
572
$329K
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
54+ 1.35% |
$23.7K - $28.3K
|
4.05K
$2.33M
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
54+ 5.08% |
$23.7K - $28.3K
|
1.12K
$643K
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
54+ 0.4% |
$23.7K - $28.3K
|
13.7K
$7.86M
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
53+ 6.43% |
$23.3K - $27.8K
|
877
$504K
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
53+ 5.13% |
$23.3K - $27.8K
|
1.09K
$625K
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
52+ 6.93% |
$22.8K - $27.3K
|
802
$461K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
51+ 12.14% |
$22.4K - $26.8K
|
471
$271K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.66% |
$22K - $26.2K
|
7.6K
$4.37M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 0.2% |
$22K - $26.2K
|
25.1K
$14.4M
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
50+ 0.65% |
$22K - $26.2K
|
7.78K
$4.47M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 16.5% |
$22K - $26.2K
|
353
$203K
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 5.24% |
$22K - $26.2K
|
1.01K
$578K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
50+ 1.12% |
$22K - $26.2K
|
4.51K
$2.59M
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
50+ 0.1% |
$22K - $26.2K
|
50.2K
$28.8M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
50+ 0.29% |
$22K - $26.2K
|
17.4K
$10M
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
50+ 1.03% |
$22K - $26.2K
|
4.89K
$2.81M
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 4.95% |
$22K - $26.2K
|
1.06K
$610K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
49+ 1.74% |
$21.5K - $25.7K
|
2.86K
$1.65M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
49+ 4.26% |
$21.5K - $25.7K
|
1.2K
$689K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
49+ 3.01% |
$21.5K - $25.7K
|
1.68K
$964K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
49+ 0.57% |
$21.5K - $25.7K
|
8.63K
$4.96M
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
49+ 0.79% |
$21.5K - $25.7K
|
6.22K
$3.57M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
49+ 0.27% |
$21.5K - $25.7K
|
18.4K
$10.6M
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
49+ 0.49% |
$21.5K - $25.7K
|
9.99K
$5.74M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
49+ 1.04% |
$21.5K - $25.7K
|
4.77K
$2.74M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49+ 8.06% |
$21.5K - $25.7K
|
657
$378K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
48+ 7.2% |
$21.1K - $25.2K
|
715
$411K
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
48+ 2.45% |
$21.1K - $25.2K
|
2.01K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
47+ 1.58% |
$20.6K - $24.7K
|
3.01K
$1.73M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 2.3% |
$20.6K - $24.7K
|
2.09K
$1.2M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
47+ 5.06% |
$20.6K - $24.7K
|
975
$561K
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
47+ 2.65% |
$20.6K - $24.7K
|
1.82K
$1.05M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
47+ 671.43% |
$20.6K - $24.7K
|
54
$31.1K
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
46New |
$20.2K - $24.1K
|
46
$26.5K
|