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 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
200New |
$102K - $111K
|
200
$118K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
184+ 10.28% |
$93.7K - $102K
|
1.97K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
180+ 1.72% |
$91.7K - $99.5K
|
10.7K
$6.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
179New |
$91.2K - $99K
|
179
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
160New |
$81.5K - $88.5K
|
160
$94.5K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
152New |
$77.4K - $84.1K
|
152
$89.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
140New |
$71.3K - $77.4K
|
140
$82.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
124+ 7.96% |
$63.2K - $68.6K
|
1.68K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
110+ 11.96% |
$56K - $60.8K
|
1.03K
$609K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 3.06% |
$50.9K - $55.3K
|
3.37K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
93+ 3.6% |
$47.4K - $51.4K
|
2.68K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
75New |
$38.2K - $41.5K
|
75
$44.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
54+ 0.62% |
$27.5K - $29.9K
|
8.79K
$5.19M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 9.38% |
$25.5K - $27.6K
|
583
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 1000.0% |
$25.5K - $27.6K
|
55
$32.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
49New |
$25K - $27.1K
|
49
$29K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
46New |
$23.4K - $25.4K
|
46
$27.2K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
45New |
$22.9K - $24.9K
|
45
$26.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 2.08% |
$22.9K - $24.9K
|
2.21K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
35+ 4.06% |
$17.8K - $19.4K
|
897
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25New |
$12.7K - $13.8K
|
25
$14.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
23+ 9.16% |
$11.7K - $12.7K
|
274
$162K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
23New |
$11.7K - $12.7K
|
23
$13.6K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
20New |
$10.2K - $11.1K
|
20
$11.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
19+ 1.1% |
$9.68K - $10.5K
|
1.74K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$7.64K - $8.29K
|
15
$8.86K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.97% |
$6.62K - $7.19K
|
1.36K
$802K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 14.1% |
$5.6K - $6.08K
|
89
$52.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$1.77K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3+ 0.44% |
$1.53K - $1.66K
|
688
$407K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.22% |
$1.02K - $1.11K
|
893
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.43% |
$509 - $553
|
71
$42K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.25% |
$509 - $553
|
399
$236K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10.5MNew |
$4.69B - $5.36B
|
10.5M
$6.19B
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
54.2KNew |
$24.3M - $27.7M
|
54.2K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Sessa Capital Im, L.P.
New York, NY |
BUY
|
PUT |
25KNew |
$11.2M - $12.8M
|
25K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
24.9K+ 5.23% |
$11.1M - $12.7M
|
501K
$296M
|
|
|
Nov 13, 2023
Q3 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$10.7M - $12.2M
|
23.9K
$14.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
16.9KNew |
$7.58M - $8.65M
|
16.9K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
14.8K+ 168.18% |
$6.63M - $7.56M
|
23.6K
$13.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
12.4KNew |
$5.55M - $6.34M
|
12.4K
$7.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
CALL |
10.8KNew |
$4.84M - $5.52M
|
10.8K
$6.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
8.5KNew |
$3.81M - $4.34M
|
8.5K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
8.5K+ 13.15% |
$3.8M - $4.34M
|
73.1K
$43.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
5.78KNew |
$2.59M - $2.95M
|
5.78K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
5.67KNew |
$2.54M - $2.89M
|
5.67K
$3.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.79K+ 8.84% |
$2.15M - $2.45M
|
59K
$34.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
4KNew |
$1.79M - $2.04M
|
4K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
2.47K+ 7.64% |
$1.11M - $1.26M
|
34.8K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.8K+ 61.23% |
$805K - $918K
|
4.73K
$2.8M
|
|