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 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.97% |
$36.6K - $45.3K
|
7.83K
$4.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
74+ 13.94% |
$36.1K - $44.7K
|
605
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.57% |
$35.6K - $44.1K
|
2.12K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
72+ 4.08% |
$35.1K - $43.5K
|
1.84K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
71+ 13.37% |
$34.6K - $42.9K
|
602
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
71+ 2.12% |
$34.6K - $42.9K
|
3.42K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
69+ 9.5% |
$33.7K - $41.7K
|
795
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
68+ 8.8% |
$33.2K - $41.1K
|
841
$509K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
68+ 3.98% |
$33.2K - $41.1K
|
1.78K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
67+ 6.56% |
$32.7K - $40.5K
|
1.09K
$659K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
67+ 9.17% |
$32.7K - $40.5K
|
798
$483K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 5.98% |
$32.7K - $40.5K
|
1.19K
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
66+ 1.92% |
$32.2K - $39.9K
|
3.5K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
66+ 4.9% |
$32.2K - $39.9K
|
1.41K
$855K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
65+ 1.25% |
$31.7K - $39.3K
|
5.25K
$3.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
65+ 0.65% |
$31.7K - $39.3K
|
10K
$6.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
65+ 12.6% |
$31.7K - $39.3K
|
581
$352K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
65+ 1.67% |
$31.7K - $39.3K
|
3.95K
$2.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
65+ 3.99% |
$31.7K - $39.3K
|
1.7K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
64New |
$31.2K - $38.7K
|
64
$38.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
64+ 1.52% |
$31.2K - $38.7K
|
4.27K
$2.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
64+ 1.35% |
$31.2K - $38.7K
|
4.8K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
64+ 5.76% |
$31.2K - $38.7K
|
1.18K
$712K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
64+ 1.05% |
$31.2K - $38.7K
|
6.14K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
63+ 0.33% |
$30.7K - $38.1K
|
19.4K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
63+ 1.96% |
$30.7K - $38.1K
|
3.28K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
63+ 5.69% |
$30.7K - $38.1K
|
1.17K
$708K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 16.32% |
$30.7K - $38.1K
|
449
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
62+ 3.65% |
$30.3K - $37.5K
|
1.76K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
61+ 16.31% |
$29.8K - $36.9K
|
435
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
61+ 2.77% |
$29.8K - $36.9K
|
2.27K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
60+ 0.52% |
$29.3K - $36.3K
|
11.5K
$6.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
60+ 4.64% |
$29.3K - $36.3K
|
1.35K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
60+ 14.12% |
$29.3K - $36.3K
|
485
$294K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
60+ 14.89% |
$29.3K - $36.3K
|
463
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
60+ 14.67% |
$29.3K - $36.3K
|
469
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
60+ 5.95% |
$29.3K - $36.3K
|
1.07K
$647K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
60+ 1.8% |
$29.3K - $36.3K
|
3.39K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
59+ 7.19% |
$28.8K - $35.6K
|
880
$533K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
59+ 7.06% |
$28.8K - $35.6K
|
895
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
59+ 2.43% |
$28.8K - $35.6K
|
2.49K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
59+ 0.88% |
$28.8K - $35.6K
|
6.79K
$4.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
58+ 1.39% |
$28.3K - $35K
|
4.24K
$2.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
58+ 4.01% |
$28.3K - $35K
|
1.5K
$911K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$34.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
57+ 1.7% |
$27.8K - $34.4K
|
3.41K
$2.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
57+ 9.47% |
$27.8K - $34.4K
|
659
$399K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
57+ 12.58% |
$27.8K - $34.4K
|
510
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
55+ 12.94% |
$26.8K - $33.2K
|
480
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
55+ 0.78% |
$26.8K - $33.2K
|
7.13K
$4.32M
|