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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
312New |
$159K - $173K
|
312
$179K
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 25.06% |
$153K - $166K
|
1.5K
$861K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$153K - $166K
|
300
$173K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
291New |
$148K - $161K
|
291
$167K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
274New |
$140K - $152K
|
274
$158K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
254New |
$129K - $140K
|
254
$146K
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
250+ 4.58% |
$127K - $138K
|
5.71K
$3.28M
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
200New |
$102K - $111K
|
200
$115K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200+ 50.0% |
$102K - $111K
|
600
$345K
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
184+ 10.28% |
$93.7K - $102K
|
1.97K
$1.14M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
180+ 1.72% |
$91.7K - $99.5K
|
10.7K
$6.13M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
179New |
$91.2K - $99K
|
179
$103K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
160New |
$81.5K - $88.5K
|
160
$92K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
152New |
$77.4K - $84.1K
|
152
$87.4K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
140New |
$71.3K - $77.4K
|
140
$80.5K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
124+ 7.96% |
$63.2K - $68.6K
|
1.68K
$967K
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
110+ 11.96% |
$56K - $60.8K
|
1.03K
$592K
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 5.68% |
$50.9K - $55.3K
|
1.86K
$1.07M
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 3.06% |
$50.9K - $55.3K
|
3.37K
$1.94M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
93+ 3.6% |
$47.4K - $51.4K
|
2.68K
$1.54M
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
88+ 12.41% |
$44.8K - $48.7K
|
797
$458K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
80New |
$40.8K - $44.2K
|
80
$46K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
75New |
$38.2K - $41.5K
|
75
$43.1K
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
54+ 0.62% |
$27.5K - $29.9K
|
8.79K
$5.05M
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 9.38% |
$25.5K - $27.6K
|
583
$335K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 1000.0% |
$25.5K - $27.6K
|
55
$31.6K
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
49New |
$25K - $27.1K
|
49
$28.2K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
46New |
$23.4K - $25.4K
|
46
$26.5K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 2.08% |
$22.9K - $24.9K
|
2.21K
$1.27M
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 3.86% |
$20.9K - $22.7K
|
1.1K
$634K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 3.03% |
$20.4K - $22.1K
|
1.36K
$782K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
40+ 148.15% |
$20.4K - $22.1K
|
67
$38.5K
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
35+ 1.75% |
$17.8K - $19.4K
|
2.03K
$1.17M
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
35+ 4.06% |
$17.8K - $19.4K
|
897
$516K
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
31+ 7.01% |
$15.8K - $17.1K
|
473
$272K
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
30+ 4.47% |
$15.3K - $16.6K
|
701
$403K
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
27+ 4.27% |
$13.8K - $14.9K
|
660
$380K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25New |
$12.7K - $13.8K
|
25
$14.4K
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
23+ 9.16% |
$11.7K - $12.7K
|
274
$158K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
23New |
$11.7K - $12.7K
|
23
$13.2K
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
20New |
$10.2K - $11.1K
|
20
$11.5K
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
19+ 1.1% |
$9.68K - $10.5K
|
1.74K
$1M
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
16+ 6.67% |
$8.15K - $8.85K
|
256
$147K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$7.64K - $8.29K
|
15
$8.63K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.97% |
$6.62K - $7.19K
|
1.36K
$781K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 14.1% |
$5.6K - $6.08K
|
89
$51.2K
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
9+ 0.76% |
$4.59K - $4.98K
|
1.2K
$688K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 2.18% |
$2.55K - $2.76K
|
234
$135K
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 3.21% |
$2.55K - $2.76K
|
161
$92.6K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$1.73K
|