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
Dec 04, 2023 Q3 2023	Wt Wealth Management	BUY	-	154 + 6.31%	$69K - $78.7K	2.59K $786K
Oct 31, 2023 Q3 2023	Selway Asset Management Boise, ID	BUY	-	150 New	$67.2K - $76.6K	150 $45.4K
Nov 02, 2023 Q3 2023	Triad Financial Advisors, Inc. Greensboro, NC	BUY	-	136 + 8.24%	$60.9K - $69.5K	1.79K $541K
Oct 12, 2023 Q3 2023	Rvw Wealth, LLC	BUY	-	87 New	$39K - $44.5K	87 $26.4K
Nov 02, 2023 Q3 2023	Millington Financial Advisors, LLC Naperville, IL	BUY	-	82 + 2.67%	$36.7K - $41.9K	3.16K $956K
Oct 31, 2023 Q3 2023	Golden Green, Inc.	BUY	-	81 + 8.08%	$36.3K - $41.4K	1.08K $328K
Nov 13, 2023 Q3 2023	Mint Tower Capital Management B.V.	BUY	-	65 New	$29.1K - $33.2K	65 $19.7K
Nov 07, 2023 Q3 2023	Madison Wealth Management Cincinnati, OH	BUY	-	61 + 0.44%	$27.3K - $31.2K	13.9K $4.22M
Oct 10, 2023 Q3 2023	Ccg Wealth Management, LLC	BUY	-	58 + 9.03%	$26K - $29.6K	700 $212K
Nov 13, 2023 Q3 2023	Knott David M Jr Syosset, NY	BUY	-	57 New	$25.5K - $29.1K	57 $17.3K
Nov 06, 2023 Q3 2023	Authentikos Wealth Advisory, LLC Morgan Hill, CA	BUY	-	36 New	$16.1K - $18.4K	36 $10.9K
Nov 08, 2023 Q3 2023	Sutton Wealth Advisors Inc. Tampa, FL	BUY	-	35 + 2.91%	$15.7K - $17.9K	1.24K $375K
Oct 24, 2023 Q3 2023	Legacy Financial Group LLC	BUY	-	34 New	$15.2K - $17.4K	34 $10.3K
Oct 20, 2023 Q3 2023	Steward Financial Group LLC	BUY	-	23 + 1.38%	$10.3K - $11.8K	1.7K $513K
Nov 13, 2023 Q3 2023	Syntax Advisors, LLC New York, NY	BUY	-	21 + 4.0%	$9.4K - $10.7K	546 $165K
Oct 27, 2023 Q3 2023	Alterity Financial Group, LLC Bangor, ME	BUY	-	15 + 1.26%	$6.72K - $7.66K	1.21K $366K
Nov 13, 2023 Q3 2023	Merlin Capital LLC	BUY	-	8 + 1.08%	$3.58K - $4.09K	748 $227K
Oct 26, 2023 Q3 2023	Bradley & Co. Private Wealth Management, LLC	BUY	-	4 + 66.67%	$1.79K - $2.04K	10 $3.03K
Oct 24, 2023 Q3 2023	Windsor Group LTD	BUY	-	4 + 0.35%	$1.79K - $2.04K	1.15K $349K
Nov 14, 2023 Q3 2023	Leo H. Evart, Inc.	BUY	-	3 + 0.37%	$1.34K - $1.53K	821 $249K
Nov 02, 2023 Q3 2023	Ddfg, Inc Thousand Oaks, CA	BUY	-	1 + 0.08%	$448 - $511	1.27K $384K
Oct 27, 2023 Q3 2023	Blodgett Wealth Advisors, LLC	BUY	-	1 + 0.05%	$448 - $511	1.89K $573K
Q2 2023
Sep 25, 2023 Q2 2023	Brookfield Asset Management Inc. Toronto, A6	BUY	-	30.7K + 530.4%	$14.1M - $16.2M	36.5K $11.1M
Aug 10, 2023 Q2 2023	Pictet Asset Management Sa Geneva 73, V8	BUY	-	28.4K + 2.96%	$13M - $15M	989K $299M
Aug 02, 2023 Q2 2023	Efg Capital International Corp. Miami, FL	BUY	-	24.3K New	$11.2M - $12.8M	24.3K $7.37M
Aug 09, 2023 Q2 2023	Cna Financial Corp Chicago, IL	BUY	-	21.5K New	$9.86M - $11.3M	21.5K $6.51M
Aug 09, 2023 Q2 2023	Loews Corp New York, NY	BUY	-	21.5K New	$9.86M - $11.3M	21.5K $6.51M
Jul 27, 2023 Q2 2023	Ea Series Trust Havertown, PA	BUY	-	16.7K New	$7.64M - $8.77M	16.7K $5.05M
Jul 19, 2023 Q2 2023	Sander Capital Advisors Inc Seattle, WA	BUY	-	13.9K New	$6.37M - $7.31M	13.9K $4.21M
Aug 11, 2023 Q2 2023	Vident Investment Advisory, LLC Alpharetta, GA	BUY	-	12.9K + 27.55%	$5.93M - $6.8M	59.9K $18.1M
Jul 26, 2023 Q2 2023	Clio Asset Management LLC Charlottesville, VA	BUY	-	12K New	$5.52M - $6.33M	12K $3.65M
Aug 11, 2023 Q2 2023	Maxi Investments Cy LTD Limassol, G4	BUY	-	10K New	$4.58M - $5.26M	10K $3.03M
Jul 19, 2023 Q2 2023	Campbell Capital Management Inc	BUY	-	6.07K New	$2.78M - $3.19M	6.07K $1.84M
Aug 14, 2023 Q2 2023	Ergoteles LLC New York, NY	BUY	-	5.5K New	$2.52M - $2.89M	5.5K $1.67M
Aug 08, 2023 Q2 2023	Vigilant Capital Management, LLC	BUY	-	4.7K + 5.68%	$2.15M - $2.47M	87.3K $26.4M
Aug 14, 2023 Q2 2023	Prosight Management, LP Dallas, TX	BUY	-	4.07K + 37.17%	$1.86M - $2.14M	15K $4.54M
Jul 25, 2023 Q2 2023	Privium Fund Management B.V.	BUY	-	3.5K New	$1.6M - $1.84M	3.5K $1.06M
Jul 26, 2023 Q2 2023	Center Star Asset Management, LLC	BUY	-	3.31K New	$1.52M - $1.74M	3.31K $1M
Aug 11, 2023 Q2 2023	Pfs Investments Inc. Duluth, GA	BUY	-	3.23K + 5.68%	$1.48M - $1.7M	60.1K $18.2M
Oct 30, 2023 Q2 2023	Iams Wealth Management, LLC Omaha, NE	BUY	PUT	2.25K New	$1.03M - $1.18M	2.25K $681K
Jul 26, 2023 Q2 2023	Westwood Management Corp	BUY	-	1.1K New	$504K - $579K	1.1K $333K
Aug 04, 2023 Q2 2023	Harvey Capital Management Inc	BUY	-	1.07K New	$489K - $561K	1.07K $323K
Aug 14, 2023 Q2 2023	Waratah Capital Advisors Ltd. Toronto, A6	BUY	-	923 + 21.98%	$423K - $486K	5.12K $1.55M
Aug 01, 2023 Q2 2023	Bdo Wealth Advisors, LLC Jacksonville, FL	BUY	-	922 + 23.64%	$423K - $485K	4.82K $1.46M
Aug 14, 2023 Q2 2023	Clear Street Markets LLC	BUY	-	893 + 146.15%	$409K - $470K	1.5K $456K
Aug 14, 2023 Q2 2023	Caerus Investment Advisors, LLC	BUY	-	808 New	$370K - $425K	808 $245K
Jul 11, 2023 Q2 2023	Maltin Wealth Management, Inc.	BUY	-	788 New	$361K - $415K	788 $239K
Aug 14, 2023 Q2 2023	Power Corp Of Canada Montreal, Quebec, Z4	BUY	-	719 New	$330K - $378K	719 $218K
Aug 03, 2023 Q2 2023	Advanced Research Investment Solutions, LLC	BUY	-	523 New	$240K - $275K	523 $158K
Aug 11, 2023 Q2 2023	Optimas Capital LTD Central, K3	BUY	-	521 New	$239K - $274K	521 $158K

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Latest Institutional Purchases of Unitedhealth Group Inc (UNH)

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