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
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22+ 3.55% |
$9.66K - $11.5K
|
642
$369K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
22+ 1.21% |
$9.66K - $11.5K
|
1.84K
$1.06M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22+ 28.95% |
$9.66K - $11.5K
|
98
$56.4K
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
22+ 3.94% |
$9.66K - $11.5K
|
581
$334K
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
22New |
$9.66K - $11.5K
|
22
$12.7K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
21+ 2.26% |
$9.22K - $11K
|
951
$547K
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
21+ 3.99% |
$9.22K - $11K
|
547
$315K
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
21New |
$9.22K - $11K
|
21
$12.1K
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21+ 1.47% |
$9.22K - $11K
|
1.45K
$836K
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
21+ 5.19% |
$9.22K - $11K
|
426
$245K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21+ 1.36% |
$9.22K - $11K
|
1.57K
$900K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
21+ 4.02% |
$9.22K - $11K
|
544
$313K
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21+ 1.3% |
$9.22K - $11K
|
1.63K
$939K
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20+ 4.72% |
$8.78K - $10.5K
|
444
$255K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
20+ 0.34% |
$8.78K - $10.5K
|
5.82K
$3.35M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 12.42% |
$8.78K - $10.5K
|
181
$104K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 1.03% |
$8.78K - $10.5K
|
1.96K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 0.88% |
$8.78K - $10.5K
|
2.28K
$1.31M
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
20+ 0.7% |
$8.78K - $10.5K
|
2.87K
$1.65M
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
20+ 0.72% |
$8.78K - $10.5K
|
2.81K
$1.62M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
20+ 1.9% |
$8.78K - $10.5K
|
1.08K
$618K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 1.06% |
$8.78K - $10.5K
|
1.91K
$1.1M
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20+ 3.86% |
$8.78K - $10.5K
|
538
$309K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20+ 16.0% |
$8.78K - $10.5K
|
145
$83.4K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
20+ 2.09% |
$8.78K - $10.5K
|
975
$561K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
19+ 3.63% |
$8.34K - $9.97K
|
542
$312K
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19+ 2.73% |
$8.34K - $9.97K
|
714
$411K
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19+ 0.88% |
$8.34K - $9.97K
|
2.17K
$1.25M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.56% |
$8.34K - $9.97K
|
3.41K
$1.96M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
18+ 0.49% |
$7.91K - $9.44K
|
3.7K
$2.12M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 0.58% |
$7.91K - $9.44K
|
3.12K
$1.8M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
18+ 3.52% |
$7.91K - $9.44K
|
530
$305K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 40.0% |
$7.91K - $9.44K
|
63
$36.2K
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
17+ 2.66% |
$7.47K - $8.92K
|
657
$378K
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
17+ 2.1% |
$7.47K - $8.92K
|
827
$476K
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
17+ 0.91% |
$7.47K - $8.92K
|
1.89K
$1.09M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17+ 2.09% |
$7.47K - $8.92K
|
830
$477K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17+ 0.09% |
$7.47K - $8.92K
|
19.5K
$11.2M
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
17+ 0.34% |
$7.47K - $8.92K
|
4.96K
$2.85M
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
17+ 2.67% |
$7.47K - $8.92K
|
654
$376K
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16+ 3.44% |
$7.03K - $8.39K
|
481
$277K
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
16+ 1.97% |
$7.03K - $8.39K
|
830
$477K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 5.73% |
$7.03K - $8.39K
|
295
$170K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 1.21% |
$7.03K - $8.39K
|
1.34K
$768K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
16+ 1.1% |
$7.03K - $8.39K
|
1.47K
$847K
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
16+ 3.54% |
$7.03K - $8.39K
|
468
$269K
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
15+ 0.07% |
$6.59K - $7.87K
|
20.3K
$11.7M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.45% |
$6.59K - $7.87K
|
3.33K
$1.92M
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
15+ 0.49% |
$6.59K - $7.87K
|
3.06K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14+ 0.14% |
$6.15K - $7.34K
|
10K
$5.76M
|