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 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
46+ 9.0% |
$22.4K - $27.8K
|
557
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 1.64% |
$22K - $27.2K
|
2.79K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
45+ 6.44% |
$22K - $27.2K
|
744
$451K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45+ 6.4% |
$22K - $27.2K
|
748
$453K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 1.64% |
$22K - $27.2K
|
2.79K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
44+ 4.54% |
$21.5K - $26.6K
|
1.01K
$614K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 2.87% |
$21.5K - $26.6K
|
1.58K
$954K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
44+ 1.19% |
$21.5K - $26.6K
|
3.73K
$2.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
43+ 2.06% |
$21K - $26K
|
2.13K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43+ 0.06% |
$21K - $26K
|
70.9K
$42.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 3.68% |
$21K - $26K
|
1.21K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
42+ 1.01% |
$20.5K - $25.4K
|
4.22K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
42+ 1.21% |
$20.5K - $25.4K
|
3.5K
$2.12M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
42+ 3.74% |
$20.5K - $25.4K
|
1.17K
$706K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
42+ 7.14% |
$20.5K - $25.4K
|
630
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
42+ 4.0% |
$20.5K - $25.4K
|
1.09K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
41+ 1.99% |
$20K - $24.8K
|
2.1K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
41+ 7.74% |
$20K - $24.8K
|
571
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
41+ 1.66% |
$20K - $24.8K
|
2.51K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.34K
$5.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.38K
$5.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
40+ 0.29% |
$19.5K - $24.2K
|
13.6K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
39+ 0.44% |
$19K - $23.6K
|
8.87K
$5.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
39+ 0.13% |
$19K - $23.6K
|
30.2K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38+ 4.19% |
$18.5K - $23K
|
945
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
38+ 6.11% |
$18.5K - $23K
|
660
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
38+ 2.65% |
$18.5K - $23K
|
1.47K
$893K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
38+ 0.35% |
$18.5K - $23K
|
11K
$6.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 4.86% |
$18.5K - $23K
|
820
$497K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
37+ 0.89% |
$18.1K - $22.4K
|
4.22K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37+ 2.86% |
$18.1K - $22.4K
|
1.33K
$805K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
37+ 0.42% |
$18.1K - $22.4K
|
8.91K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
37+ 3.31% |
$18.1K - $22.4K
|
1.15K
$699K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
37+ 0.56% |
$18.1K - $22.4K
|
6.69K
$4.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
37+ 6.21% |
$18.1K - $22.4K
|
633
$383K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
37+ 0.93% |
$18.1K - $22.4K
|
4.03K
$2.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
37+ 1.9% |
$18.1K - $22.4K
|
1.98K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 1.1% |
$18.1K - $22.4K
|
3.39K
$2.05M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
37+ 2.31% |
$18.1K - $22.4K
|
1.64K
$994K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
37+ 1.39% |
$18.1K - $22.4K
|
2.69K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
37+ 1.07% |
$18.1K - $22.4K
|
3.48K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
36+ 1.25% |
$17.6K - $21.8K
|
2.92K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
36+ 4.69% |
$17.6K - $21.8K
|
803
$486K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36+ 1.01% |
$17.6K - $21.8K
|
3.58K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
36+ 0.8% |
$17.6K - $21.8K
|
4.55K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
36+ 1.79% |
$17.6K - $21.8K
|
2.04K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35+ 7.53% |
$17.1K - $21.1K
|
500
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
35+ 2.93% |
$17.1K - $21.1K
|
1.23K
$745K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
35+ 2.78% |
$17.1K - $21.1K
|
1.3K
$785K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
35+ 3.65% |
$17.1K - $21.1K
|
995
$603K
|