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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
92+ 3.39% |
$43.5K - $50.2K
|
2.81K
$1.61M
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
90+ 3.48% |
$42.5K - $49.1K
|
2.68K
$1.54M
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
87+ 0.43% |
$41.1K - $47.5K
|
20.5K
$11.8M
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
83+ 5.4% |
$39.2K - $45.3K
|
1.62K
$932K
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
83New |
$39.2K - $45.3K
|
83
$47.7K
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
81+ 2.84% |
$38.3K - $44.2K
|
2.93K
$1.69M
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
78+ 20.42% |
$36.9K - $42.5K
|
460
$265K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
73+ 1.35% |
$34.5K - $39.8K
|
5.48K
$3.15M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
72+ 17.48% |
$34K - $39.3K
|
484
$278K
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
57+ 4.71% |
$26.9K - $31.1K
|
1.27K
$729K
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
54+ 10.19% |
$25.5K - $29.5K
|
584
$336K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 757.14% |
$25K - $28.9K
|
60
$34.5K
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
53+ 1.06% |
$25K - $28.9K
|
5.04K
$2.9M
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
47+ 11.08% |
$22.2K - $25.6K
|
471
$271K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
47+ 12.02% |
$22.2K - $25.6K
|
438
$252K
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
47+ 1.62% |
$22.2K - $25.6K
|
2.95K
$1.7M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
44+ 57.89% |
$20.8K - $24K
|
120
$69K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
39+ 8.28% |
$18.4K - $21.3K
|
510
$293K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36New |
$17K - $19.6K
|
36
$20.7K
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
34+ 2.55% |
$16.1K - $18.5K
|
1.37K
$786K
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
33+ 5.85% |
$15.6K - $18K
|
597
$343K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 21.64% |
$13.7K - $15.8K
|
163
$93.7K
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.23% |
$12.3K - $14.2K
|
2.13K
$1.23M
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
25+ 14.29% |
$11.8K - $13.6K
|
200
$115K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
22+ 4.92% |
$10.4K - $12K
|
469
$270K
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21+ 2.93% |
$9.92K - $11.5K
|
738
$424K
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
19+ 0.41% |
$8.98K - $10.4K
|
4.61K
$2.65M
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
18+ 1.27% |
$8.51K - $9.82K
|
1.43K
$823K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17New |
$8.03K - $9.27K
|
17
$9.78K
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16+ 2.54% |
$7.56K - $8.73K
|
646
$371K
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
14+ 1.64% |
$6.62K - $7.64K
|
869
$500K
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
13+ 2.95% |
$6.14K - $7.09K
|
454
$261K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 2.33% |
$5.67K - $6.55K
|
527
$303K
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$5.2K - $6K
|
11
$6.33K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 2.26% |
$5.2K - $6K
|
498
$286K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11+ 0.38% |
$5.2K - $6K
|
2.93K
$1.68M
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10+ 0.43% |
$4.73K - $5.45K
|
2.34K
$1.34M
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.91% |
$4.73K - $5.45K
|
1.11K
$638K
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
9+ 2.08% |
$4.25K - $4.91K
|
441
$254K
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
9New |
$4.25K - $4.91K
|
9
$5.18K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8+ 1.37% |
$3.78K - $4.36K
|
592
$340K
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
8+ 0.6% |
$3.78K - $4.36K
|
1.35K
$777K
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
7+ 0.38% |
$3.31K - $3.82K
|
1.87K
$1.07M
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7+ 1.55% |
$3.31K - $3.82K
|
460
$265K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 2.84% |
$2.84K - $3.27K
|
217
$125K
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6+ 0.08% |
$2.84K - $3.27K
|
7.14K
$4.1M
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6+ 1.24% |
$2.84K - $3.27K
|
489
$281K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5+ 166.67% |
$2.36K - $2.73K
|
8
$4.6K
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4+ 0.53% |
$1.89K - $2.18K
|
761
$438K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$1.42K - $1.64K
|
3
$1.73K
|