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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
500New |
$224K - $255K
|
500
$262K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
470New |
$210K - $240K
|
470
$246K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
464New |
$208K - $237K
|
464
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
460New |
$206K - $235K
|
460
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
428New |
$192K - $219K
|
428
$224K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
415New |
$186K - $212K
|
415
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
405New |
$181K - $207K
|
405
$212K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
401New |
$180K - $205K
|
401
$210K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
400New |
$179K - $204K
|
400
$209K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
397New |
$178K - $203K
|
397
$208K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
342+ 8.73% |
$153K - $175K
|
4.26K
$2.23M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
336+ 172.31% |
$150K - $172K
|
531
$278K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
308+ 185.54% |
$138K - $157K
|
474
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
273+ 30.47% |
$122K - $139K
|
1.17K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
204+ 6.77% |
$91.3K - $104K
|
3.22K
$1.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
194+ 8.0% |
$86.9K - $99.1K
|
2.62K
$1.37M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
154+ 6.31% |
$69K - $78.7K
|
2.59K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150New |
$67.2K - $76.6K
|
150
$78.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
136+ 8.24% |
$60.9K - $69.5K
|
1.79K
$935K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
87New |
$39K - $44.5K
|
87
$45.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
82+ 2.67% |
$36.7K - $41.9K
|
3.16K
$1.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
81+ 8.08% |
$36.3K - $41.4K
|
1.08K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
65New |
$29.1K - $33.2K
|
65
$34K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
61+ 0.44% |
$27.3K - $31.2K
|
13.9K
$7.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
58+ 9.03% |
$26K - $29.6K
|
700
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
57New |
$25.5K - $29.1K
|
57
$29.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36New |
$16.1K - $18.4K
|
36
$18.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 2.91% |
$15.7K - $17.9K
|
1.24K
$648K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34New |
$15.2K - $17.4K
|
34
$17.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 1.38% |
$10.3K - $11.8K
|
1.7K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
21+ 4.0% |
$9.4K - $10.7K
|
546
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16+ 4.32% |
$7.16K - $8.17K
|
386
$202K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
15+ 1.26% |
$6.72K - $7.66K
|
1.21K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
BUY
|
- |
8+ 1.08% |
$3.58K - $4.09K
|
748
$392K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4+ 66.67% |
$1.79K - $2.04K
|
10
$5.24K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
4+ 0.35% |
$1.79K - $2.04K
|
1.15K
$604K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.34K - $1.53K
|
821
$430K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.08% |
$448 - $511
|
1.27K
$664K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$448 - $511
|
1.89K
$991K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
73.4K+ 12479.59% |
$33.6M - $38.6M
|
74K
$38.7M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.7K+ 530.4% |
$14.1M - $16.2M
|
36.5K
$19.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
28.4K+ 2.96% |
$13M - $15M
|
989K
$518M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
24.3KNew |
$11.2M - $12.8M
|
24.3K
$12.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
21.5KNew |
$9.86M - $11.3M
|
21.5K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Loews Corp
New York, NY |
BUY
|
- |
21.5KNew |
$9.86M - $11.3M
|
21.5K
$11.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
16.7KNew |
$7.64M - $8.77M
|
16.7K
$8.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
13.9KNew |
$6.37M - $7.31M
|
13.9K
$7.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.9K+ 27.55% |
$5.93M - $6.8M
|
59.9K
$31.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
12KNew |
$5.52M - $6.33M
|
12K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
10KNew |
$4.58M - $5.26M
|
10K
$5.24M
|
|