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 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.14KNew |
$1.09M - $1.18M
|
2.14K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
2.1KNew |
$1.07M - $1.16M
|
2.1K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2KNew |
$1.02M - $1.11M
|
2K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.97K+ 10.19% |
$1M - $1.09M
|
21.3K
$12.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.84KNew |
$939K - $1.02M
|
1.84K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
1.64KNew |
$838K - $909K
|
1.64K
$971K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.46KNew |
$745K - $809K
|
1.46K
$864K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.41K+ 12.56% |
$720K - $781K
|
12.7K
$7.48M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.27KNew |
$645K - $701K
|
1.27K
$749K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.13K+ 759.06% |
$576K - $625K
|
1.28K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.01KNew |
$514K - $558K
|
1.01K
$596K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
989New |
$504K - $547K
|
989
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
950New |
$484K - $525K
|
950
$561K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
876New |
$446K - $484K
|
876
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
865New |
$441K - $478K
|
865
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
824New |
$420K - $456K
|
824
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
791New |
$403K - $437K
|
791
$467K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
779+ 0.47% |
$397K - $431K
|
165K
$97.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
750New |
$382K - $415K
|
750
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
728New |
$371K - $403K
|
728
$430K
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
630New |
$321K - $348K
|
630
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
614+ 33.12% |
$313K - $340K
|
2.47K
$1.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
604+ 12.99% |
$308K - $334K
|
5.25K
$3.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
594New |
$303K - $328K
|
594
$351K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
573+ 16.47% |
$292K - $317K
|
4.05K
$2.39M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
550New |
$280K - $304K
|
550
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
550New |
$280K - $304K
|
550
$325K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
536New |
$273K - $296K
|
536
$317K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
520+ 120.93% |
$265K - $288K
|
950
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
518New |
$264K - $286K
|
518
$306K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
505New |
$257K - $279K
|
505
$298K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
488New |
$249K - $270K
|
488
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
466New |
$237K - $258K
|
466
$275K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
450New |
$229K - $249K
|
450
$266K
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
406New |
$207K - $225K
|
406
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
405New |
$206K - $224K
|
405
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
395New |
$201K - $218K
|
395
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
391New |
$199K - $216K
|
391
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
389New |
$198K - $215K
|
389
$230K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
387New |
$197K - $214K
|
387
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
386New |
$197K - $213K
|
386
$228K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
386New |
$197K - $213K
|
386
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
350+ 23.66% |
$178K - $194K
|
1.83K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
319New |
$163K - $176K
|
319
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 25.06% |
$153K - $166K
|
1.5K
$885K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$153K - $166K
|
300
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
291New |
$148K - $161K
|
291
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
274New |
$140K - $152K
|
274
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
254New |
$129K - $140K
|
254
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
250+ 4.58% |
$127K - $138K
|
5.71K
$3.37M
|