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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
57+ 0.36% |
$27.8K - $34.4K
|
16K
$9.72M
|
|
|
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
$2.07M
|
|
|
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 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 3.78% |
$27.3K - $33.8K
|
1.54K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
56+ 9.98% |
$27.3K - $33.8K
|
617
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
55+ 1.0% |
$26.8K - $33.2K
|
5.53K
$3.35M
|
|
|
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
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
55+ 9.52% |
$26.8K - $33.2K
|
633
$383K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$26.8K - $33.2K
|
55
$33.3K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
54+ 0.18% |
$26.4K - $32.6K
|
29.3K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
54+ 1.9% |
$26.4K - $32.6K
|
2.9K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
54+ 3.16% |
$26.4K - $32.6K
|
1.77K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
54+ 1.0% |
$26.4K - $32.6K
|
5.46K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
53+ 6.79% |
$25.9K - $32K
|
834
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 4.73% |
$25.9K - $32K
|
1.17K
$711K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 1.42% |
$25.9K - $32K
|
3.79K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
53+ 0.11% |
$25.9K - $32K
|
49.8K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
52+ 6.84% |
$25.4K - $31.4K
|
812
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
52+ 16.67% |
$25.4K - $31.4K
|
364
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
51+ 6.51% |
$24.9K - $30.8K
|
834
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51+ 8.12% |
$24.9K - $30.8K
|
679
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
51+ 11.75% |
$24.9K - $30.8K
|
485
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
51+ 6.33% |
$24.9K - $30.8K
|
857
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.19% |
$24.4K - $30.2K
|
2.33K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50+ 0.71% |
$24.4K - $30.2K
|
7.12K
$4.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
50+ 9.49% |
$24.4K - $30.2K
|
577
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 7.3% |
$24.4K - $30.2K
|
735
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
50+ 5.62% |
$24.4K - $30.2K
|
939
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
50+ 7.31% |
$24.4K - $30.2K
|
734
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$24.4K - $30.2K
|
16K
$9.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
50+ 5.16% |
$24.4K - $30.2K
|
1.02K
$617K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
50+ 5.13% |
$24.4K - $30.2K
|
1.03K
$621K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
50+ 0.79% |
$24.4K - $30.2K
|
6.39K
$3.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
49+ 2.92% |
$23.9K - $29.6K
|
1.73K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$23.9K - $29.6K
|
6.87K
$4.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49+ 2.04% |
$23.9K - $29.6K
|
2.46K
$1.49M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 8.18% |
$23.4K - $29K
|
635
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
48+ 8.22% |
$23.4K - $29K
|
632
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
47+ 3.71% |
$22.9K - $28.4K
|
1.32K
$797K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47New |
$22.9K - $28.4K
|
47
$28.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
47+ 1.36% |
$22.9K - $28.4K
|
3.51K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
46+ 6.17% |
$22.4K - $27.8K
|
792
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
46+ 1.69% |
$22.4K - $27.8K
|
2.78K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
46+ 1.67% |
$22.4K - $27.8K
|
2.79K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
46+ 0.46% |
$22.4K - $27.8K
|
10K
$6.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$22.4K - $27.8K
|
17.5K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 3.74% |
$22.4K - $27.8K
|
1.28K
$772K
|