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
|
Kingfisher Capital LLC
|
BUY
|
- |
34+ 1.19% |
$14.9K - $17.8K
|
2.89K
$1.66M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
34+ 7.52% |
$14.9K - $17.8K
|
486
$279K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34+ 4.54% |
$14.9K - $17.8K
|
783
$450K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 5.96% |
$14.5K - $17.3K
|
587
$338K
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
33+ 0.22% |
$14.5K - $17.3K
|
15.3K
$8.82M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33+ 1.93% |
$14.5K - $17.3K
|
1.74K
$1M
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33+ 1.38% |
$14.5K - $17.3K
|
2.42K
$1.39M
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
32+ 5.27% |
$14.1K - $16.8K
|
639
$367K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32+ 0.77% |
$14.1K - $16.8K
|
4.18K
$2.4M
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
32+ 1.2% |
$14.1K - $16.8K
|
2.69K
$1.55M
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
32+ 0.45% |
$14.1K - $16.8K
|
7.16K
$4.12M
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
31+ 1.43% |
$13.6K - $16.3K
|
2.2K
$1.27M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.26% |
$13.6K - $16.3K
|
12.2K
$7M
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
30+ 2.71% |
$13.2K - $15.7K
|
1.14K
$655K
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
30+ 2.09% |
$13.2K - $15.7K
|
1.47K
$844K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
30+ 6.51% |
$13.2K - $15.7K
|
491
$282K
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
30+ 1.24% |
$13.2K - $15.7K
|
2.45K
$1.41M
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
30+ 0.33% |
$13.2K - $15.7K
|
9.09K
$5.23M
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
29+ 1.05% |
$12.7K - $15.2K
|
2.79K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 2.62% |
$12.7K - $15.2K
|
1.14K
$653K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
29+ 12.95% |
$12.7K - $15.2K
|
253
$145K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
29+ 0.85% |
$12.7K - $15.2K
|
3.45K
$1.99M
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
29+ 2.76% |
$12.7K - $15.2K
|
1.08K
$622K
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
28+ 0.78% |
$12.3K - $14.7K
|
3.63K
$2.08M
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
28+ 2.11% |
$12.3K - $14.7K
|
1.35K
$778K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$11.9K - $14.2K
|
27
$15.5K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
27+ 3.41% |
$11.9K - $14.2K
|
819
$471K
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
26+ 0.19% |
$11.4K - $13.6K
|
13.8K
$7.94M
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
26+ 1.69% |
$11.4K - $13.6K
|
1.57K
$900K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
26+ 3.71% |
$11.4K - $13.6K
|
727
$418K
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
26+ 1.75% |
$11.4K - $13.6K
|
1.51K
$869K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
25+ 3.54% |
$11K - $13.1K
|
732
$421K
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
25+ 3.3% |
$11K - $13.1K
|
782
$450K
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 3.1% |
$11K - $13.1K
|
831
$478K
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.91% |
$11K - $13.1K
|
534
$307K
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
25+ 0.87% |
$11K - $13.1K
|
2.88K
$1.66M
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
25+ 3.31% |
$11K - $13.1K
|
781
$449K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25New |
$11K - $13.1K
|
25
$14.4K
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$11K - $13.1K
|
4.88K
$2.81M
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25+ 4.44% |
$11K - $13.1K
|
588
$338K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 1.58% |
$11K - $13.1K
|
1.61K
$923K
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24+ 2.06% |
$10.5K - $12.6K
|
1.19K
$685K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 3.81% |
$10.5K - $12.6K
|
654
$376K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
24+ 0.38% |
$10.5K - $12.6K
|
6.38K
$3.67M
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
23+ 1.45% |
$10.1K - $12.1K
|
1.61K
$927K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
23+ 0.2% |
$10.1K - $12.1K
|
11.5K
$6.6M
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
23+ 4.36% |
$10.1K - $12.1K
|
551
$317K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
23+ 5.41% |
$10.1K - $12.1K
|
448
$258K
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
23+ 4.69% |
$10.1K - $12.1K
|
513
$295K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23+ 17.56% |
$10.1K - $12.1K
|
154
$88.6K
|