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 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10+ 2.11% |
$4.88K - $6.04K
|
485
$287K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10+ 1.62% |
$4.88K - $6.04K
|
627
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9+ 1.9% |
$4.39K - $5.44K
|
482
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
9+ 1.16% |
$4.39K - $5.44K
|
783
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9+ 0.23% |
$4.39K - $5.44K
|
3.85K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
9+ 0.21% |
$4.39K - $5.44K
|
4.23K
$2.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 112.5% |
$4.39K - $5.44K
|
17
$10K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.08% |
$4.39K - $5.44K
|
11.6K
$6.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$4.39K - $5.44K
|
9
$5.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.05% |
$3.9K - $4.83K
|
16.6K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8+ 1.2% |
$3.9K - $4.83K
|
674
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.51% |
$3.9K - $4.83K
|
1.58K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8+ 50.0% |
$3.9K - $4.83K
|
24
$14.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
8+ 0.67% |
$3.9K - $4.83K
|
1.21K
$712K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 53.33% |
$3.9K - $4.83K
|
23
$13.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$3.9K - $4.83K
|
13.1K
$7.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.89% |
$3.9K - $4.83K
|
908
$537K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 1.11% |
$3.9K - $4.83K
|
726
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8+ 1.33% |
$3.9K - $4.83K
|
608
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.04% |
$3.9K - $4.83K
|
19.9K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8+ 1.92% |
$3.9K - $4.83K
|
424
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8+ 6.67% |
$3.9K - $4.83K
|
128
$75.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7+ 0.29% |
$3.42K - $4.23K
|
2.39K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7+ 0.7% |
$3.42K - $4.23K
|
1.01K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 1.21% |
$3.42K - $4.23K
|
584
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
7+ 0.82% |
$3.42K - $4.23K
|
863
$510K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.17% |
$3.42K - $4.23K
|
607
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.02% |
$2.93K - $3.63K
|
24.1K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.59% |
$2.93K - $3.63K
|
1.03K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6+ 0.16% |
$2.93K - $3.63K
|
3.7K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.63K
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$2.93K - $3.63K
|
7.24K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.62K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6+ 0.32% |
$2.93K - $3.63K
|
1.85K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.0% |
$2.93K - $3.63K
|
185K
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.94% |
$2.93K - $3.63K
|
644
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
6+ 0.07% |
$2.93K - $3.63K
|
8.02K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$2.93K - $3.63K
|
14K
$8.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.2% |
$2.93K - $3.63K
|
2.97K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.11% |
$2.93K - $3.63K
|
5.69K
$3.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.62K
$958K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6+ 0.04% |
$2.93K - $3.63K
|
14K
$8.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6+ 0.38% |
$2.93K - $3.63K
|
1.57K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 1.29% |
$2.93K - $3.63K
|
472
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
6+ 0.49% |
$2.93K - $3.63K
|
1.23K
$724K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6+ 6.0% |
$2.93K - $3.63K
|
106
$62.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
5+ 0.05% |
$2.44K - $3.02K
|
10.3K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5+ 0.21% |
$2.44K - $3.02K
|
2.43K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5+ 0.71% |
$2.44K - $3.02K
|
710
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 1.01% |
$2.44K - $3.02K
|
499
$295K
|