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 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 52.87% |
$20.2K - $24.1K
|
133
$76.5K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
46+ 1.81% |
$20.2K - $24.1K
|
2.59K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
45+ 9.24% |
$19.8K - $23.6K
|
532
$306K
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
45+ 0.8% |
$19.8K - $23.6K
|
5.69K
$3.27M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
45+ 10.87% |
$19.8K - $23.6K
|
459
$264K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
45+ 0.4% |
$19.8K - $23.6K
|
11.4K
$6.55M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45+ 23.44% |
$19.8K - $23.6K
|
237
$136K
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
45+ 3.5% |
$19.8K - $23.6K
|
1.33K
$765K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
45+ 2.72% |
$19.8K - $23.6K
|
1.7K
$978K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44+ 1.83% |
$19.3K - $23.1K
|
2.44K
$1.4M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 2.8% |
$19.3K - $23.1K
|
1.62K
$929K
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
44+ 1.57% |
$19.3K - $23.1K
|
2.84K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
43+ 9.13% |
$18.9K - $22.6K
|
514
$296K
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
43+ 0.82% |
$18.9K - $22.6K
|
5.26K
$3.03M
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
43+ 0.85% |
$18.9K - $22.6K
|
5.1K
$2.93M
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
42+ 0.63% |
$18.4K - $22K
|
6.73K
$3.87M
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
42+ 3.29% |
$18.4K - $22K
|
1.32K
$758K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
42+ 2.05% |
$18.4K - $22K
|
2.09K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
41+ 2.06% |
$18K - $21.5K
|
2.03K
$1.17M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
41+ 4.55% |
$18K - $21.5K
|
943
$542K
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
41+ 8.47% |
$18K - $21.5K
|
525
$302K
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
40+ 8.2% |
$17.6K - $21K
|
528
$304K
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
40+ 0.15% |
$17.6K - $21K
|
26.9K
$15.5M
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 0.47% |
$17.6K - $21K
|
8.51K
$4.89M
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
40+ 2.28% |
$17.6K - $21K
|
1.79K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
39+ 2.09% |
$17.1K - $20.5K
|
1.91K
$1.1M
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
39+ 1.71% |
$17.1K - $20.5K
|
2.31K
$1.33M
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
39+ 3.53% |
$17.1K - $20.5K
|
1.14K
$658K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38+ 2.78% |
$16.7K - $19.9K
|
1.4K
$807K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
38New |
$16.7K - $19.9K
|
38
$21.9K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
38+ 6.46% |
$16.7K - $19.9K
|
626
$360K
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
38+ 4.24% |
$16.7K - $19.9K
|
934
$537K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
38+ 1.76% |
$16.7K - $19.9K
|
2.2K
$1.26M
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
38+ 0.6% |
$16.7K - $19.9K
|
6.4K
$3.68M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
38+ 2.1% |
$16.7K - $19.9K
|
1.85K
$1.06M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38+ 9.2% |
$16.7K - $19.9K
|
451
$259K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
37+ 132.14% |
$16.3K - $19.4K
|
65
$37.4K
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
37+ 4.2% |
$16.3K - $19.4K
|
919
$528K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37+ 1.36% |
$16.3K - $19.4K
|
2.75K
$1.58M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
37+ 2.95% |
$16.3K - $19.4K
|
1.29K
$743K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 1.06% |
$16.3K - $19.4K
|
3.53K
$2.03M
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
37+ 2.53% |
$16.3K - $19.4K
|
1.5K
$862K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
37+ 1.98% |
$16.3K - $19.4K
|
1.91K
$1.1M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
37+ 10.6% |
$16.3K - $19.4K
|
386
$222K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
37+ 0.68% |
$16.3K - $19.4K
|
5.46K
$3.14M
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
36+ 1.37% |
$15.8K - $18.9K
|
2.66K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
36+ 0.73% |
$15.8K - $18.9K
|
4.97K
$2.86M
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
36+ 0.37% |
$15.8K - $18.9K
|
9.64K
$5.54M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
35+ 583.33% |
$15.4K - $18.4K
|
41
$23.6K
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
34+ 2.76% |
$14.9K - $17.8K
|
1.27K
$729K
|