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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
788New |
$361K - $415K
|
788
$485K
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
719New |
$330K - $378K
|
719
$443K
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
523New |
$240K - $275K
|
523
$322K
|
|
Aug 11, 2023
Q2 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
521New |
$239K - $274K
|
521
$321K
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
466New |
$214K - $245K
|
466
$287K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
449New |
$206K - $236K
|
449
$276K
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
420New |
$193K - $221K
|
420
$259K
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
365+ 173.81% |
$167K - $192K
|
575
$354K
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
347+ 6.82% |
$159K - $183K
|
5.44K
$3.35M
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
302+ 48.09% |
$138K - $159K
|
930
$573K
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 1.17% |
$138K - $158K
|
25.8K
$15.9M
|
|
Aug 11, 2023
Q2 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
300+ 19.87% |
$138K - $158K
|
1.81K
$1.11M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
299+ 71.7% |
$137K - $157K
|
716
$441K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
CALL |
200New |
$91.7K - $105K
|
200
$123K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
174+ 3.16% |
$79.8K - $91.6K
|
5.67K
$3.49M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
173+ 30.14% |
$79.3K - $91K
|
747
$460K
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
120+ 17.14% |
$55K - $63.1K
|
820
$505K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119+ 9.13% |
$54.6K - $62.6K
|
1.42K
$876K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
100New |
$45.8K - $52.6K
|
100
$61.6K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
81+ 8.43% |
$37.1K - $42.6K
|
1.04K
$642K
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
81+ 12.0% |
$37.1K - $42.6K
|
756
$466K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
76+ 5.45% |
$34.8K - $40K
|
1.47K
$905K
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
75+ 13.99% |
$34.4K - $39.5K
|
611
$376K
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$32.1K - $36.8K
|
70
$43.1K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
41+ 2.38% |
$18.8K - $21.6K
|
1.77K
$1.09M
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
31+ 34.44% |
$14.2K - $16.3K
|
121
$74.5K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$11.5K - $13.2K
|
25
$15.4K
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
23+ 2.72% |
$10.5K - $12.1K
|
870
$536K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22+ 0.65% |
$10.1K - $11.6K
|
3.42K
$2.11M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
20New |
$9.17K - $10.5K
|
20
$12.3K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 0.54% |
$8.71K - $10K
|
3.57K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
17+ 3.69% |
$7.79K - $8.95K
|
478
$294K
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16+ 1.81% |
$7.34K - $8.42K
|
901
$555K
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
12+ 1.6% |
$5.5K - $6.31K
|
761
$469K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
8New |
$3.67K - $4.21K
|
8
$4.93K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
6+ 6.12% |
$2.75K - $3.16K
|
104
$64K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.41% |
$2.29K - $2.63K
|
1.24K
$762K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.02% |
$917 - $1.05K
|
198
$122K
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$917 - $1.05K
|
1.21K
$743K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.24% |
$458 - $526
|
418
$257K
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$458 - $526
|
991
$610K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
374KNew |
$172M - $194M
|
374K
$230M
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
194K+ 5528.57% |
$89.1M - $100M
|
197K
$121M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
81.9KNew |
$37.7M - $42.4M
|
81.9K
$50.4M
|
|
May 15, 2023
Q1 2023
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
80KNew |
$36.8M - $41.5M
|
80K
$49.3M
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$23M - $25.9M
|
50K
$30.8M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
43.3K+ 10.77% |
$20M - $22.5M
|
446K
$274M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40.6KNew |
$18.7M - $21M
|
40.6K
$25M
|
|
May 15, 2023
Q1 2023
|
Glenview Capital Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$16.9M - $19M
|
36.7K
$22.6M
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
30KNew |
$13.8M - $15.5M
|
30K
$18.5M
|