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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15+ 1.81% |
$7.32K - $9.06K
|
845
$499K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 3.59% |
$7.32K - $9.06K
|
433
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
15+ 3.77% |
$7.32K - $9.06K
|
413
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
15+ 1.62% |
$7.32K - $9.06K
|
941
$556K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
15+ 0.72% |
$7.32K - $9.06K
|
2.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 1.95% |
$6.83K - $8.46K
|
731
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 1.37% |
$6.83K - $8.46K
|
1.04K
$613K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14+ 0.57% |
$6.83K - $8.46K
|
2.46K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
14+ 0.27% |
$6.83K - $8.46K
|
5.28K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 2.3% |
$6.83K - $8.46K
|
624
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
14+ 1.54% |
$6.83K - $8.46K
|
926
$547K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
14+ 1.06% |
$6.83K - $8.46K
|
1.33K
$787K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
14+ 2.29% |
$6.83K - $8.46K
|
625
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
13+ 0.55% |
$6.34K - $7.85K
|
2.37K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13+ 2.36% |
$6.34K - $7.85K
|
564
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 1.31% |
$6.34K - $7.85K
|
1.01K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13+ 0.37% |
$6.34K - $7.85K
|
3.5K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 4.28% |
$6.34K - $7.85K
|
317
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13+ 21.67% |
$6.34K - $7.85K
|
73
$43.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.35% |
$6.34K - $7.85K
|
3.71K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
12+ 1.45% |
$5.86K - $7.25K
|
838
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.18% |
$5.86K - $7.25K
|
6.83K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
12+ 1.74% |
$5.86K - $7.25K
|
701
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
12+ 0.77% |
$5.86K - $7.25K
|
1.58K
$931K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12+ 2.05% |
$5.86K - $7.25K
|
597
$353K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12+ 4.86% |
$5.86K - $7.25K
|
259
$153K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 5.06% |
$5.86K - $7.25K
|
249
$147K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.58% |
$5.86K - $7.25K
|
2.08K
$1.23M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
12+ 2.23% |
$5.86K - $7.25K
|
549
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
11+ 42.31% |
$5.37K - $6.65K
|
37
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.14% |
$5.37K - $6.65K
|
7.86K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11+ 1.41% |
$5.37K - $6.65K
|
793
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
11+ 0.2% |
$5.37K - $6.65K
|
5.64K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
11+ 0.29% |
$5.37K - $6.65K
|
3.81K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11+ 0.61% |
$5.37K - $6.65K
|
1.82K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
11+ 0.9% |
$5.37K - $6.65K
|
1.23K
$729K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11+ 1.49% |
$5.37K - $6.65K
|
751
$444K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
11+ 3.01% |
$5.37K - $6.65K
|
376
$222K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10+ 2.42% |
$4.88K - $6.04K
|
423
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 2.03% |
$4.88K - $6.04K
|
503
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10+ 0.44% |
$4.88K - $6.04K
|
2.26K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 1.11% |
$4.88K - $6.04K
|
910
$538K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10+ 0.35% |
$4.88K - $6.04K
|
2.87K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 2.1% |
$4.88K - $6.04K
|
486
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10+ 0.31% |
$4.88K - $6.04K
|
3.23K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 15.63% |
$4.88K - $6.04K
|
74
$43.7K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
10+ 1.89% |
$4.88K - $6.04K
|
540
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 1.45% |
$4.88K - $6.04K
|
702
$415K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.33% |
$4.88K - $6.04K
|
3.07K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10+ 0.87% |
$4.88K - $6.04K
|
1.16K
$684K
|