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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
387New |
$189K - $234K
|
387
$116K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
387New |
$189K - $234K
|
387
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
386New |
$188K - $233K
|
386
$116K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
386New |
$188K - $233K
|
386
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
383New |
$187K - $231K
|
383
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
383New |
$187K - $231K
|
383
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
381New |
$186K - $230K
|
381
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
380New |
$185K - $230K
|
380
$114K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
380New |
$185K - $230K
|
380
$114K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
378New |
$184K - $228K
|
378
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
378New |
$184K - $228K
|
378
$114K
|
|
|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
BUY
|
- |
377New |
$184K - $228K
|
377
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
375New |
$183K - $227K
|
375
$113K
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
375New |
$183K - $227K
|
375
$113K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
375New |
$183K - $227K
|
375
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
375New |
$183K - $227K
|
375
$113K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
372New |
$182K - $225K
|
372
$112K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
371New |
$181K - $224K
|
371
$112K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
371New |
$181K - $224K
|
371
$112K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
367New |
$179K - $222K
|
367
$110K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
367New |
$179K - $222K
|
367
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
366New |
$179K - $221K
|
366
$110K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
365New |
$178K - $221K
|
365
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
362+ 26.21% |
$177K - $219K
|
1.74K
$524K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
359New |
$175K - $217K
|
359
$108K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
357+ 5.02% |
$174K - $216K
|
7.46K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
357New |
$174K - $216K
|
357
$107K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
356New |
$174K - $215K
|
356
$107K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
356New |
$174K - $215K
|
356
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
355New |
$173K - $214K
|
355
$107K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
352New |
$172K - $213K
|
352
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
351New |
$171K - $212K
|
351
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
349New |
$170K - $211K
|
349
$105K
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
348New |
$170K - $210K
|
348
$105K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
344New |
$168K - $208K
|
344
$103K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
343New |
$167K - $207K
|
343
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
338+ 11.46% |
$165K - $204K
|
3.29K
$988K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
319+ 27.29% |
$156K - $193K
|
1.49K
$447K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
276+ 29.65% |
$135K - $167K
|
1.21K
$363K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
247+ 41.37% |
$121K - $149K
|
844
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
203New |
$99.1K - $123K
|
203
$61K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
194+ 6.0% |
$94.7K - $117K
|
3.43K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
159+ 39.07% |
$77.6K - $96.1K
|
566
$170K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
150New |
$73.2K - $90.6K
|
150
$45.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
139+ 11.32% |
$67.8K - $84K
|
1.37K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
115+ 13.67% |
$56.1K - $69.5K
|
956
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
93+ 20.17% |
$45.4K - $56.2K
|
554
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
90New |
$43.9K - $54.4K
|
90
$27.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
87New |
$42.5K - $52.6K
|
87
$26.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
78+ 1.53% |
$38.1K - $47.1K
|
5.18K
$1.56M
|