Latest Institutional Purchases of Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 11, 2024 Q3 2024
Muirfield Wealth Advisors LLC

Charlotte, NC
BUY
 -
437
New
$213K - $264K
437 $258K
Oct 21, 2024 Q3 2024
Community Financial Services Group, LLC

Newport, VT
BUY
 -
436
+ 3.67%
$213K - $263K
12.3K $7.27M
Nov 05, 2024 Q3 2024
Torray LLC

BUY
 -
433
+ 1.61%
$211K - $262K
27.3K $16.1M
Oct 30, 2024 Q3 2024
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
433
+ 22.91%
$211K - $262K
2.32K $1.37M
Nov 08, 2024 Q3 2024
Quartz Partners, LLC

Saratoga Springs, NY
BUY
 -
432
New
$211K - $261K
432 $255K
Oct 18, 2024 Q3 2024
Kfa Private Wealth Group, LLC

BUY
 -
430
New
$210K - $260K
430 $254K
Oct 17, 2024 Q3 2024
Rockline Wealth Management, LLC

Plainview, NY
BUY
 -
430
+ 3.68%
$210K - $260K
12.1K $7.16M
Oct 10, 2024 Q3 2024
Avity Investment Management Inc.

BUY
 -
430
+ 69.58%
$210K - $260K
1.05K $619K
Nov 14, 2024 Q3 2024
Harvest Investment Services, LLC

BUY
 -
429
New
$209K - $259K
429 $253K
Oct 09, 2024 Q3 2024
Tobam

BUY
 -
429
+ 22.69%
$209K - $259K
2.32K $1.37M
Nov 12, 2024 Q3 2024
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
428
+ 3.88%
$209K - $259K
11.5K $6.78M
Nov 12, 2024 Q3 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
428
New
$209K - $259K
428 $253K
Nov 14, 2024 Q3 2024
Lee Financial CO

Dallas, TX
BUY
 -
426
+ 15.56%
$208K - $257K
3.16K $1.87M
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
426
+ 2.41%
$208K - $257K
18.1K $10.7M
Oct 21, 2024 Q3 2024
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
426
New
$208K - $257K
426 $252K
Nov 14, 2024 Q3 2024
Betterment LLC

New York, NY
BUY
 -
425
New
$207K - $257K
425 $251K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
424
+ 942.22%
$207K - $256K
469 $277K
Nov 15, 2024 Q3 2024
Synergy Financial Group, LTD

BUY
 -
421
New
$205K - $254K
421 $249K
Oct 03, 2024 Q3 2024
Wiser Wealth Management, Inc

BUY
 -
421
New
$205K - $254K
421 $249K
Nov 14, 2024 Q3 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
420
+ 6.49%
$205K - $254K
6.89K $4.07M
Nov 04, 2024 Q3 2024
Kaizen Financial Strategies

BUY
 -
419
New
$204K - $253K
419 $248K
Oct 29, 2024 Q3 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
418
+ 20.5%
$204K - $253K
2.46K $1.45M
Oct 22, 2024 Q3 2024
Tanager Wealth Management LLP

BUY
 -
417
New
$204K - $252K
417 $246K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
416
+ 4.14%
$203K - $251K
10.5K $6.18M
Oct 23, 2024 Q3 2024
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
416
+ 76.05%
$203K - $251K
963 $569K
Nov 13, 2024 Q3 2024
Fairbanks Capital Management, Inc.

Rancho Santa Fe, CA
BUY
 -
415
+ 5.88%
$203K - $251K
7.48K $4.42M
Nov 08, 2024 Q3 2024
Hilton Capital Management, LLC

BUY
 -
414
+ 2.66%
$202K - $250K
16K $9.46M
Nov 06, 2024 Q3 2024
Evolution Wealth Advisors, LLC

BUY
 -
413
New
$202K - $250K
413 $244K
Oct 21, 2024 Q3 2024
De Dora Capital, Inc.

BUY
 -
412
+ 4.79%
$201K - $249K
9.02K $5.33M
Oct 16, 2024 Q3 2024
Capital Planning LLC

BUY
 -
412
New
$201K - $249K
412 $243K
Nov 12, 2024 Q3 2024
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
410
+ 0.18%
$200K - $248K
227K $134M
Nov 12, 2024 Q3 2024
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
410
+ 6.43%
$200K - $248K
6.79K $4.01M
Nov 13, 2024 Q3 2024
Thematics Asset Management

Paris, I0
BUY
 -
409
+ 4.79%
$200K - $247K
8.94K $5.28M
Nov 01, 2024 Q3 2024
Rovin Capital

BUY
 -
408
New
$199K - $247K
408 $241K
Oct 09, 2024 Q3 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
408
New
$199K - $247K
408 $241K
Nov 13, 2024 Q3 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
407
+ 14.7%
$199K - $246K
3.18K $1.88M
Oct 15, 2024 Q3 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
406
New
$198K - $245K
406 $240K
Nov 13, 2024 Q3 2024
Mirabella Financial Services LLP

London, X0
BUY
 -
403
New
$197K - $243K
403 $238K
Oct 24, 2024 Q3 2024
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
401
New
$196K - $242K
401 $237K
Oct 31, 2024 Q3 2024
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
400
New
$195K - $242K
400 $236K
Oct 18, 2024 Q3 2024
Berkshire Bank

BUY
 -
400
+ 6.32%
$195K - $242K
6.73K $3.97M
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
399
+ 2.15%
$195K - $241K
18.9K $11.2M
Oct 15, 2024 Q3 2024
Safeguard Financial, LLC

BUY
 -
398
New
$194K - $240K
398 $235K
Oct 30, 2024 Q3 2024
Leslie Global Wealth, LLC

Itasca, IL
BUY
 -
397
New
$194K - $240K
397 $235K
Oct 30, 2024 Q3 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
396
+ 54.25%
$193K - $239K
1.13K $665K
Oct 07, 2024 Q3 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
396
New
$193K - $239K
396 $234K
Oct 17, 2024 Q3 2024
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
394
+ 10.04%
$192K - $238K
4.32K $2.55M
Oct 28, 2024 Q3 2024
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
393
New
$192K - $237K
393 $232K
Oct 28, 2024 Q3 2024
Campbell Wealth Management

BUY
 -
393
New
$192K - $237K
393 $232K

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