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 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
195+ 2.81% |
$95.2K - $118K
|
7.13K
$4.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
194+ 4.6% |
$94.7K - $117K
|
4.41K
$2.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
194+ 5.61% |
$94.7K - $117K
|
3.65K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
194+ 2.46% |
$94.7K - $117K
|
8.09K
$4.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
194+ 6.0% |
$94.7K - $117K
|
3.43K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
193+ 3.64% |
$94.2K - $117K
|
5.5K
$3.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
193+ 2.08% |
$94.2K - $117K
|
9.47K
$5.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
191+ 9.72% |
$93.2K - $115K
|
2.16K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
190+ 10.22% |
$92.7K - $115K
|
2.05K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
189+ 9.65% |
$92.2K - $114K
|
2.15K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
187+ 5.25% |
$91.3K - $113K
|
3.75K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
186+ 8.43% |
$90.8K - $112K
|
2.39K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 11.44% |
$89.3K - $111K
|
1.78K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
181+ 21.27% |
$88.3K - $109K
|
1.03K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
180+ 3.72% |
$87.8K - $109K
|
5.01K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
179+ 1.0% |
$87.4K - $108K
|
18.1K
$10.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
179+ 18.36% |
$87.4K - $108K
|
1.15K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
178+ 3.55% |
$86.9K - $108K
|
5.19K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
178+ 15.21% |
$86.9K - $108K
|
1.35K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
178+ 31.96% |
$86.9K - $108K
|
735
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
178+ 2.56% |
$86.9K - $108K
|
7.14K
$4.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
177+ 19.22% |
$86.4K - $107K
|
1.1K
$656K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 10.21% |
$86.4K - $107K
|
1.91K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
177+ 4.16% |
$86.4K - $107K
|
4.43K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
175+ 63.18% |
$85.4K - $106K
|
452
$270K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
174+ 4.04% |
$84.9K - $105K
|
4.48K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
173+ 0.18% |
$84.4K - $105K
|
95.2K
$56.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
173+ 4.41% |
$84.4K - $105K
|
4.09K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
173+ 19.68% |
$84.4K - $105K
|
1.05K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
171+ 16.22% |
$83.4K - $103K
|
1.23K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
169+ 7.55% |
$82.5K - $102K
|
2.41K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
169+ 24.07% |
$82.5K - $102K
|
871
$520K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
169+ 1.46% |
$82.5K - $102K
|
11.8K
$7.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
168+ 5.46% |
$82K - $102K
|
3.25K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
168+ 1.82% |
$82K - $102K
|
9.4K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
165+ 20.83% |
$80.5K - $99.7K
|
957
$572K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
164+ 6.01% |
$80K - $99.1K
|
2.9K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
163+ 20.69% |
$79.5K - $98.5K
|
951
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
163+ 1.63% |
$79.5K - $98.5K
|
10.2K
$6.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
163+ 38.44% |
$79.5K - $98.5K
|
587
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 3.28% |
$79.5K - $98.5K
|
5.13K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 1.45% |
$78.6K - $97.3K
|
11.3K
$6.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
161+ 20.33% |
$78.6K - $97.3K
|
953
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
160+ 1.82% |
$78.1K - $96.7K
|
8.95K
$5.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
160+ 18.18% |
$78.1K - $96.7K
|
1.04K
$621K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
160+ 0.32% |
$78.1K - $96.7K
|
50.3K
$30.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
159+ 39.07% |
$77.6K - $96.1K
|
566
$338K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158+ 15.48% |
$77.1K - $95.5K
|
1.18K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
157+ 23.47% |
$76.6K - $94.9K
|
826
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
157+ 314.0% |
$76.6K - $94.9K
|
207
$124K
|