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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9+ 0.13% |
$3.95K - $4.72K
|
7.09K
$4.08M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
9+ 0.91% |
$3.95K - $4.72K
|
994
$572K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.48% |
$3.51K - $4.2K
|
1.67K
$961K
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
8+ 0.29% |
$3.51K - $4.2K
|
2.76K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.44% |
$3.51K - $4.2K
|
1.85K
$1.06M
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8+ 1.2% |
$3.51K - $4.2K
|
673
$387K
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$3.51K - $4.2K
|
5.12K
$2.95M
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.72% |
$3.51K - $4.2K
|
1.12K
$642K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
8+ 1.46% |
$3.51K - $4.2K
|
555
$319K
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.74% |
$3.51K - $4.2K
|
1.09K
$625K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 0.7% |
$3.51K - $4.2K
|
1.14K
$657K
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
8+ 88.89% |
$3.51K - $4.2K
|
17
$9.78K
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
7+ 1.65% |
$3.07K - $3.67K
|
431
$248K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7+ 0.68% |
$3.07K - $3.67K
|
1.04K
$597K
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7+ 0.6% |
$3.07K - $3.67K
|
1.17K
$672K
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7+ 0.23% |
$3.07K - $3.67K
|
3.07K
$1.76M
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 1.12% |
$3.07K - $3.67K
|
632
$363K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 5.51% |
$3.07K - $3.67K
|
134
$77.1K
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 1.23% |
$3.07K - $3.67K
|
577
$332K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
7+ 0.88% |
$3.07K - $3.67K
|
804
$462K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 1.91% |
$3.07K - $3.67K
|
374
$215K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.95% |
$2.64K - $3.15K
|
638
$367K
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6+ 0.38% |
$2.64K - $3.15K
|
1.58K
$908K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 0.57% |
$2.64K - $3.15K
|
1.06K
$608K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.14% |
$2.64K - $3.15K
|
4.41K
$2.53M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6+ 0.97% |
$2.64K - $3.15K
|
623
$358K
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5+ 0.68% |
$2.2K - $2.62K
|
742
$427K
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.16% |
$2.2K - $2.62K
|
3.07K
$1.77M
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.22% |
$2.2K - $2.62K
|
2.24K
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5+ 83.33% |
$2.2K - $2.62K
|
11
$6.33K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 0.17% |
$2.2K - $2.62K
|
2.96K
$1.7M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.43% |
$2.2K - $2.62K
|
1.16K
$664K
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5+ 0.41% |
$2.2K - $2.62K
|
1.21K
$696K
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
5+ 0.61% |
$2.2K - $2.62K
|
819
$471K
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.2K - $2.62K
|
1.27K
$728K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5+ 0.47% |
$2.2K - $2.62K
|
1.07K
$618K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$2.2K - $2.62K
|
6.24K
$3.59M
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
5+ 0.26% |
$2.2K - $2.62K
|
1.95K
$1.12M
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.35% |
$2.2K - $2.62K
|
1.45K
$831K
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
4+ 0.45% |
$1.76K - $2.1K
|
886
$509K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 1.47% |
$1.76K - $2.1K
|
276
$159K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.27% |
$1.76K - $2.1K
|
1.51K
$865K
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.32% |
$1.76K - $2.1K
|
1.25K
$717K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4+ 0.35% |
$1.76K - $2.1K
|
1.16K
$665K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
4+ 1.4% |
$1.76K - $2.1K
|
290
$167K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3+ 1.79% |
$1.32K - $1.57K
|
171
$98.3K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.13% |
$1.32K - $1.57K
|
2.35K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.61% |
$1.32K - $1.57K
|
493
$283K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3New |
$1.32K - $1.57K
|
3
$1.73K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.06% |
$1.32K - $1.57K
|
4.71K
$2.71M
|