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
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
14+ 0.36% |
$6.15K - $7.34K
|
3.95K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
14+ 0.95% |
$6.15K - $7.34K
|
1.48K
$852K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.17% |
$6.15K - $7.34K
|
8.31K
$4.78M
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.85% |
$6.15K - $7.34K
|
1.67K
$957K
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 2.22% |
$6.15K - $7.34K
|
646
$371K
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.34% |
$6.15K - $7.34K
|
4.15K
$2.39M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14+ 1.34% |
$6.15K - $7.34K
|
1.06K
$610K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14+ 2.01% |
$6.15K - $7.34K
|
709
$408K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 2.66% |
$5.71K - $6.82K
|
501
$288K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.64% |
$5.71K - $6.82K
|
2.05K
$1.18M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
13+ 0.11% |
$5.71K - $6.82K
|
11.4K
$6.55M
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13+ 3.12% |
$5.71K - $6.82K
|
430
$247K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
13+ 0.35% |
$5.71K - $6.82K
|
3.78K
$2.17M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 1.06% |
$5.71K - $6.82K
|
1.25K
$716K
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13+ 2.81% |
$5.71K - $6.82K
|
475
$273K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
13+ 0.57% |
$5.71K - $6.82K
|
2.3K
$1.32M
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
13+ 0.09% |
$5.71K - $6.82K
|
14.8K
$8.49M
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
12+ 1.58% |
$5.27K - $6.3K
|
772
$444K
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.57% |
$5.27K - $6.3K
|
2.13K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
12+ 2.19% |
$5.27K - $6.3K
|
561
$323K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 1.92% |
$5.27K - $6.3K
|
637
$366K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12+ 0.08% |
$5.27K - $6.3K
|
15.1K
$8.71M
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12+ 0.12% |
$5.27K - $6.3K
|
9.79K
$5.63M
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11+ 0.51% |
$4.83K - $5.77K
|
2.17K
$1.25M
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
11+ 0.88% |
$4.83K - $5.77K
|
1.26K
$723K
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11+ 0.62% |
$4.83K - $5.77K
|
1.78K
$1.02M
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 1.84% |
$4.83K - $5.77K
|
610
$351K
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
11+ 0.87% |
$4.83K - $5.77K
|
1.28K
$736K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
11+ 0.47% |
$4.83K - $5.77K
|
2.34K
$1.34M
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
11+ 0.04% |
$4.83K - $5.77K
|
25.2K
$14.5M
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11+ 0.73% |
$4.83K - $5.77K
|
1.52K
$873K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.64% |
$4.39K - $5.25K
|
1.57K
$903K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10+ 1.17% |
$4.39K - $5.25K
|
868
$499K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.37% |
$4.39K - $5.25K
|
2.75K
$1.58M
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
10+ 0.13% |
$4.39K - $5.25K
|
7.48K
$4.3M
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
10+ 0.82% |
$4.39K - $5.25K
|
1.22K
$703K
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 1.47% |
$4.39K - $5.25K
|
692
$398K
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
10+ 1.72% |
$4.39K - $5.25K
|
591
$340K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
10+ 1.11% |
$4.39K - $5.25K
|
912
$524K
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
10+ 0.14% |
$4.39K - $5.25K
|
7.11K
$4.09M
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10+ 2.23% |
$4.39K - $5.25K
|
459
$264K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.8% |
$4.39K - $5.25K
|
1.26K
$725K
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
10+ 0.12% |
$4.39K - $5.25K
|
8.22K
$4.73M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.04% |
$3.95K - $4.72K
|
21.6K
$12.4M
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9+ 1.54% |
$3.95K - $4.72K
|
592
$340K
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9New |
$3.95K - $4.72K
|
9
$5.18K
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
9+ 1.01% |
$3.95K - $4.72K
|
897
$516K
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
9+ 0.23% |
$3.95K - $4.72K
|
3.94K
$2.26M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9+ 4.19% |
$3.95K - $4.72K
|
224
$129K
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9+ 1.52% |
$3.95K - $4.72K
|
600
$345K
|