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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
231+ 2.71% |
$113K - $140K
|
8.77K
$5.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
230+ 32.35% |
$112K - $139K
|
941
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
230+ 26.78% |
$112K - $139K
|
1.09K
$659K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
229+ 42.88% |
$112K - $138K
|
763
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
229+ 1.66% |
$112K - $138K
|
14K
$8.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
227+ 36.44% |
$111K - $137K
|
850
$515K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
225+ 1.85% |
$110K - $136K
|
12.4K
$7.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
225+ 49.78% |
$110K - $136K
|
677
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
224+ 6.46% |
$109K - $135K
|
3.69K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
220+ 3.44% |
$107K - $133K
|
6.62K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
218+ 4.52% |
$106K - $132K
|
5.04K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
214+ 0.83% |
$104K - $129K
|
26K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
213+ 1.54% |
$104K - $129K
|
14K
$8.49M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
213+ 22.03% |
$104K - $129K
|
1.18K
$714K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
209+ 1.77% |
$102K - $126K
|
12K
$7.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
208+ 0.38% |
$102K - $126K
|
54.9K
$33.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
207+ 6.53% |
$101K - $125K
|
3.38K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
206+ 50.99% |
$101K - $124K
|
610
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
204+ 2.59% |
$99.6K - $123K
|
8.07K
$4.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
203+ 4.13% |
$99.1K - $123K
|
5.12K
$3.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
203New |
$99.1K - $123K
|
203
$123K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
203+ 0.66% |
$99.1K - $123K
|
30.8K
$18.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
201+ 2.46% |
$98.1K - $121K
|
8.36K
$5.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
200+ 11.76% |
$97.6K - $121K
|
1.9K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
199+ 1.23% |
$97.1K - $120K
|
16.4K
$9.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
199+ 50.64% |
$97.1K - $120K
|
592
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
199+ 6.49% |
$97.1K - $120K
|
3.26K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
198+ 2.97% |
$96.6K - $120K
|
6.87K
$4.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
196+ 28.2% |
$95.6K - $118K
|
891
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
195+ 1.93% |
$95.2K - $118K
|
10.3K
$6.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
195+ 4.45% |
$95.2K - $118K
|
4.57K
$2.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
195+ 2.81% |
$95.2K - $118K
|
7.13K
$4.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
194+ 4.6% |
$94.7K - $117K
|
4.41K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
194+ 5.61% |
$94.7K - $117K
|
3.65K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
194+ 2.46% |
$94.7K - $117K
|
8.09K
$4.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
194+ 6.0% |
$94.7K - $117K
|
3.43K
$2.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
193+ 2.08% |
$94.2K - $117K
|
9.47K
$5.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
191+ 9.72% |
$93.2K - $115K
|
2.16K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
190+ 10.22% |
$92.7K - $115K
|
2.05K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
189+ 9.65% |
$92.2K - $114K
|
2.15K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
186+ 8.43% |
$90.8K - $112K
|
2.39K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
180+ 3.72% |
$87.8K - $109K
|
5.01K
$3.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
179+ 18.36% |
$87.4K - $108K
|
1.15K
$699K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
178+ 2.56% |
$86.9K - $108K
|
7.14K
$4.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
177+ 19.22% |
$86.4K - $107K
|
1.1K
$665K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 10.21% |
$86.4K - $107K
|
1.91K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
177+ 4.16% |
$86.4K - $107K
|
4.43K
$2.68M
|