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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
471New |
$223K - $257K
|
471
$271K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
466New |
$220K - $254K
|
466
$268K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
465New |
$220K - $254K
|
465
$267K
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
452New |
$214K - $247K
|
452
$260K
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
444New |
$210K - $242K
|
444
$255K
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
439New |
$207K - $239K
|
439
$252K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
434New |
$205K - $237K
|
434
$250K
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
432New |
$204K - $236K
|
432
$248K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
428New |
$202K - $233K
|
428
$246K
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
424New |
$200K - $231K
|
424
$244K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
423New |
$200K - $231K
|
423
$243K
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
409New |
$193K - $223K
|
409
$235K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
408New |
$193K - $223K
|
408
$235K
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
407New |
$192K - $222K
|
407
$234K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
402+ 7.37% |
$190K - $219K
|
5.86K
$3.37M
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
400+ 28.57% |
$189K - $218K
|
1.8K
$1.04M
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
400+ 3.64% |
$189K - $218K
|
11.4K
$6.56M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
378New |
$179K - $206K
|
378
$217K
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
372+ 39.32% |
$176K - $203K
|
1.32K
$758K
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
371+ 44.75% |
$175K - $202K
|
1.2K
$690K
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
367+ 13.77% |
$173K - $200K
|
3.03K
$1.74M
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
343+ 9.26% |
$162K - $187K
|
4.05K
$2.33M
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
319+ 9.85% |
$151K - $174K
|
3.56K
$2.05M
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
314New |
$148K - $171K
|
314
$181K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
301+ 49.43% |
$142K - $164K
|
910
$523K
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
300+ 31.58% |
$142K - $164K
|
1.25K
$719K
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
294+ 2.27% |
$139K - $160K
|
13.2K
$7.6M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
247+ 6.79% |
$117K - $135K
|
3.88K
$2.23M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
245+ 14.61% |
$116K - $134K
|
1.92K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
239+ 38.49% |
$113K - $130K
|
860
$495K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
227+ 12.88% |
$107K - $124K
|
1.99K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
209+ 39.66% |
$98.8K - $114K
|
736
$423K
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
208+ 12.02% |
$98.3K - $113K
|
1.94K
$1.11M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
200New |
$94.5K - $109K
|
200
$115K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
200+ 66.67% |
$94.5K - $109K
|
500
$288K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
200+ 17.2% |
$94.5K - $109K
|
1.36K
$784K
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
185+ 16.91% |
$87.4K - $101K
|
1.28K
$735K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
175+ 87.5% |
$82.7K - $95.4K
|
375
$216K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
151New |
$71.4K - $82.4K
|
151
$86.8K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 11.09% |
$70.9K - $81.8K
|
1.5K
$864K
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
145+ 0.74% |
$68.5K - $79.1K
|
19.8K
$11.4M
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
131+ 2.55% |
$61.9K - $71.5K
|
5.28K
$3.03M
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
129+ 4.49% |
$61K - $70.4K
|
3K
$1.73M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
118+ 40.27% |
$55.8K - $64.4K
|
411
$236K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
118+ 1.76% |
$55.8K - $64.4K
|
6.82K
$3.92M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$54.3K - $62.7K
|
115
$66.1K
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
114+ 1.14% |
$53.9K - $62.2K
|
10.1K
$5.82M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107+ 8.04% |
$50.6K - $58.4K
|
1.44K
$827K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$57.5K
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
96+ 4.67% |
$45.4K - $52.4K
|
2.15K
$1.24M
|