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 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
321+ 5.79% |
$157K - $194K
|
5.86K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
319+ 27.29% |
$156K - $193K
|
1.49K
$901K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
316+ 44.26% |
$154K - $191K
|
1.03K
$624K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
316+ 3.29% |
$154K - $191K
|
9.91K
$6M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
310+ 0.84% |
$151K - $187K
|
37.4K
$22.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
309+ 5.2% |
$151K - $187K
|
6.25K
$3.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
308+ 28.33% |
$150K - $186K
|
1.4K
$845K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
303+ 0.45% |
$148K - $183K
|
68.2K
$41.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
300+ 13.97% |
$146K - $181K
|
2.45K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
294+ 35.9% |
$143K - $178K
|
1.11K
$674K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
287+ 3.89% |
$140K - $173K
|
7.66K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
287+ 1.17% |
$140K - $173K
|
24.8K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
287+ 3.93% |
$140K - $173K
|
7.59K
$4.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
285+ 3.05% |
$139K - $172K
|
9.63K
$5.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
284+ 30.41% |
$139K - $172K
|
1.22K
$737K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
279+ 1.24% |
$136K - $169K
|
22.8K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
278+ 0.53% |
$136K - $168K
|
52.3K
$31.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
278+ 8.56% |
$136K - $168K
|
3.52K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
276+ 29.65% |
$135K - $167K
|
1.21K
$731K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
274+ 7.75% |
$134K - $166K
|
3.81K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 0.75% |
$131K - $163K
|
36K
$21.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
269+ 2.32% |
$131K - $163K
|
11.9K
$7.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
267+ 2.4% |
$130K - $161K
|
11.4K
$6.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
266+ 21.25% |
$130K - $161K
|
1.52K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
263+ 4.15% |
$128K - $159K
|
6.6K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
259+ 22.58% |
$126K - $156K
|
1.41K
$851K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
258+ 13.72% |
$126K - $156K
|
2.14K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
258+ 5.11% |
$126K - $156K
|
5.31K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
257+ 0.71% |
$125K - $155K
|
36.5K
$22.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
255+ 21.41% |
$124K - $154K
|
1.45K
$875K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
255+ 7.38% |
$124K - $154K
|
3.71K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
253+ 25.45% |
$123K - $153K
|
1.25K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
252+ 2.95% |
$123K - $152K
|
8.81K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
248+ 0.18% |
$121K - $150K
|
136K
$82.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
248+ 3.4% |
$121K - $150K
|
7.55K
$4.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
247+ 41.37% |
$121K - $149K
|
844
$511K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
247+ 19.76% |
$121K - $149K
|
1.5K
$906K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
247+ 29.09% |
$121K - $149K
|
1.1K
$664K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
245+ 13.8% |
$120K - $148K
|
2.02K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
243+ 4.65% |
$119K - $147K
|
5.47K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
242+ 6.12% |
$118K - $146K
|
4.2K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
241+ 32.92% |
$118K - $146K
|
973
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
240+ 14.81% |
$117K - $145K
|
1.86K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
239+ 1.43% |
$117K - $144K
|
17K
$10.3M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
238+ 11.18% |
$116K - $144K
|
2.37K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
236+ 4.6% |
$115K - $143K
|
5.36K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
235+ 6.69% |
$115K - $142K
|
3.75K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
235+ 2.22% |
$115K - $142K
|
10.8K
$6.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
234+ 1.24% |
$114K - $141K
|
19.1K
$11.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 34.62% |
$114K - $141K
|
906
$549K
|