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
|
Baldwin Brothers LLC
|
BUY
|
- |
361+ 22.83% |
$176K - $218K
|
1.94K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
359+ 15.24% |
$175K - $217K
|
2.71K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
359New |
$175K - $217K
|
359
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
359+ 3.82% |
$175K - $217K
|
9.77K
$5.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
358+ 4.48% |
$175K - $216K
|
8.35K
$4.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
357+ 4.17% |
$174K - $216K
|
8.92K
$5.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
357+ 5.02% |
$174K - $216K
|
7.46K
$4.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
357New |
$174K - $216K
|
357
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
356New |
$174K - $215K
|
356
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
356New |
$174K - $215K
|
356
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
356New |
$174K - $215K
|
356
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
356+ 30.8% |
$174K - $215K
|
1.51K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
355New |
$173K - $214K
|
355
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
355New |
$173K - $214K
|
355
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
354New |
$173K - $214K
|
354
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
353+ 3.24% |
$172K - $213K
|
11.3K
$6.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
352New |
$172K - $213K
|
352
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
351New |
$171K - $212K
|
351
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
350+ 12.08% |
$171K - $211K
|
3.25K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
350New |
$171K - $211K
|
350
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
349New |
$170K - $211K
|
349
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
349+ 0.63% |
$170K - $211K
|
56.2K
$33.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
349+ 28.03% |
$170K - $211K
|
1.59K
$952K
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
348New |
$170K - $210K
|
348
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
345+ 0.86% |
$168K - $208K
|
40.6K
$24.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
344New |
$168K - $208K
|
344
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
343New |
$167K - $207K
|
343
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
341+ 8.39% |
$166K - $206K
|
4.4K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
338+ 11.46% |
$165K - $204K
|
3.29K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
338+ 26.87% |
$165K - $204K
|
1.6K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
337+ 0.66% |
$164K - $204K
|
51.5K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
337+ 45.23% |
$164K - $204K
|
1.08K
$646K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
336+ 2.91% |
$164K - $203K
|
11.9K
$7.09M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
333+ 5.47% |
$163K - $201K
|
6.43K
$3.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
332+ 2.72% |
$162K - $201K
|
12.5K
$7.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
328+ 2.05% |
$160K - $198K
|
16.3K
$9.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
328+ 4.92% |
$160K - $198K
|
7K
$4.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
327+ 4.44% |
$160K - $198K
|
7.7K
$4.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
326+ 9.51% |
$159K - $197K
|
3.75K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
325+ 0.95% |
$159K - $196K
|
34.5K
$20.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
322+ 6.01% |
$157K - $195K
|
5.68K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
321+ 5.79% |
$157K - $194K
|
5.86K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
319+ 5.2% |
$156K - $193K
|
6.46K
$3.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
319+ 27.29% |
$156K - $193K
|
1.49K
$889K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
316+ 23.92% |
$154K - $191K
|
1.64K
$978K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
316+ 44.26% |
$154K - $191K
|
1.03K
$615K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
316+ 3.29% |
$154K - $191K
|
9.91K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
315+ 0.76% |
$154K - $190K
|
41.6K
$24.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
310+ 0.84% |
$151K - $187K
|
37.4K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
309+ 12.82% |
$151K - $187K
|
2.72K
$1.62M
|