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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.9K+ 95.84% |
$1.37M - $1.58M
|
5.93K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.32K+ 234.55% |
$1.09M - $1.26M
|
3.3K
$993K
|
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1KNew |
$992K - $1.15M
|
2.1K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.06KNew |
$975K - $1.13M
|
2.06K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.94KNew |
$915K - $1.06M
|
1.94K
$582K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.59K+ 351.21% |
$752K - $868K
|
2.04K
$614K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.58K+ 19.97% |
$746K - $861K
|
9.48K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.46KNew |
$689K - $795K
|
1.46K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
PUT |
1.4K+ 155.56% |
$662K - $764K
|
2.3K
$691K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11KNew |
$524K - $604K
|
1.11K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.04K+ 6.71% |
$491K - $567K
|
16.5K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
835New |
$395K - $455K
|
835
$251K
|
|
|
May 10, 2024
Q1 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
823+ 2.68% |
$389K - $449K
|
31.5K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
806New |
$381K - $440K
|
806
$242K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
731+ 92.77% |
$345K - $399K
|
1.52K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
711New |
$336K - $388K
|
711
$214K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
675New |
$319K - $368K
|
675
$203K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
671+ 2.41% |
$317K - $366K
|
28.6K
$8.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
632+ 8.71% |
$299K - $345K
|
7.89K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
620+ 8.23% |
$293K - $338K
|
8.15K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
594+ 1.59% |
$281K - $324K
|
38.1K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
571New |
$270K - $311K
|
571
$172K
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
569New |
$269K - $310K
|
569
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
531New |
$251K - $290K
|
531
$160K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
524New |
$248K - $286K
|
524
$158K
|
|
|
May 13, 2024
Q1 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
500New |
$236K - $273K
|
500
$150K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500New |
$236K - $273K
|
500
$150K
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
490New |
$232K - $267K
|
490
$147K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
475New |
$224K - $259K
|
475
$143K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
466New |
$220K - $254K
|
466
$140K
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
444New |
$210K - $242K
|
444
$133K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
402+ 7.37% |
$190K - $219K
|
5.86K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
372+ 39.32% |
$176K - $203K
|
1.32K
$396K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
367+ 13.77% |
$173K - $200K
|
3.03K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
319+ 9.85% |
$151K - $174K
|
3.56K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
314New |
$148K - $171K
|
314
$94.4K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
301+ 49.43% |
$142K - $164K
|
910
$274K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
294+ 2.27% |
$139K - $160K
|
13.2K
$3.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
247+ 6.79% |
$117K - $135K
|
3.88K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
239+ 38.49% |
$113K - $130K
|
860
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
227+ 12.88% |
$107K - $124K
|
1.99K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
209+ 39.66% |
$98.8K - $114K
|
736
$221K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
200New |
$94.5K - $109K
|
200
$60.1K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
185+ 16.91% |
$87.4K - $101K
|
1.28K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
151New |
$71.4K - $82.4K
|
151
$45.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
131+ 2.55% |
$61.9K - $71.5K
|
5.28K
$1.59M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
118+ 40.27% |
$55.8K - $64.4K
|
411
$124K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
117New |
$55.3K - $63.8K
|
117
$35.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$54.3K - $62.7K
|
115
$34.6K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$30.1K
|