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 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
584+ 0.25% |
$285K - $353K
|
232K
$143M
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
584New |
$285K - $353K
|
584
$360K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
579+ 0.17% |
$283K - $350K
|
340K
$209M
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
578+ 12.02% |
$282K - $349K
|
5.39K
$3.32M
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
577+ 28.4% |
$282K - $349K
|
2.61K
$1.61M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
576+ 42.17% |
$281K - $348K
|
1.94K
$1.2M
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
564+ 6.86% |
$275K - $341K
|
8.79K
$5.41M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
561+ 23.67% |
$274K - $339K
|
2.93K
$1.8M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
557New |
$272K - $337K
|
557
$343K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
554+ 4.65% |
$270K - $335K
|
12.5K
$7.68M
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
550New |
$268K - $332K
|
550
$339K
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
544+ 12.5% |
$265K - $329K
|
4.9K
$3.02M
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
542New |
$265K - $327K
|
542
$334K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
539+ 2.4% |
$263K - $326K
|
23K
$14.2M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
534+ 7.44% |
$261K - $323K
|
7.71K
$4.75M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
528+ 25.81% |
$258K - $319K
|
2.57K
$1.59M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
527New |
$257K - $318K
|
527
$325K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
525+ 1.25% |
$256K - $317K
|
42.4K
$26.1M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
519+ 50.58% |
$253K - $314K
|
1.55K
$951K
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
515New |
$251K - $311K
|
515
$317K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
515+ 0.58% |
$251K - $311K
|
90K
$55.4M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
515+ 1.91% |
$251K - $311K
|
27.5K
$16.9M
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
514+ 15.74% |
$251K - $311K
|
3.78K
$2.33M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
512+ 10.32% |
$250K - $309K
|
5.47K
$3.37M
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
507+ 1.49% |
$247K - $306K
|
34.5K
$21.2M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
504+ 0.51% |
$246K - $305K
|
99.3K
$61.1M
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
503New |
$245K - $304K
|
503
$310K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
503+ 10.66% |
$245K - $304K
|
5.22K
$3.22M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
503+ 4.0% |
$245K - $304K
|
13.1K
$8.06M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
500+ 100.0% |
$244K - $302K
|
1K
$616K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
498+ 20.23% |
$243K - $301K
|
2.96K
$1.82M
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
497+ 11.25% |
$243K - $300K
|
4.91K
$3.03M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
497New |
$243K - $300K
|
497
$306K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
497+ 24.39% |
$243K - $300K
|
2.54K
$1.56M
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
495New |
$242K - $299K
|
495
$305K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
491+ 4.24% |
$240K - $297K
|
12.1K
$7.43M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
490+ 2.61% |
$239K - $296K
|
19.3K
$11.9M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
488+ 22.19% |
$238K - $295K
|
2.69K
$1.65M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
488New |
$238K - $295K
|
488
$301K
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
486New |
$237K - $294K
|
486
$299K
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
486+ 3.05% |
$237K - $294K
|
16.4K
$10.1M
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
481+ 119.35% |
$235K - $291K
|
884
$544K
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
478+ 37.2% |
$233K - $289K
|
1.76K
$1.09M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
478+ 22.68% |
$233K - $289K
|
2.59K
$1.59M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
476+ 7.23% |
$232K - $288K
|
7.06K
$4.35M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
472+ 11.84% |
$230K - $285K
|
4.46K
$2.75M
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
470New |
$229K - $284K
|
470
$289K
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
467+ 32.07% |
$228K - $282K
|
1.92K
$1.18M
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
464+ 11.71% |
$226K - $280K
|
4.43K
$2.73M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
459New |
$224K - $277K
|
459
$283K
|