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 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
35+ 3.73% |
$17.1K - $21.1K
|
973
$589K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
35+ 5.94% |
$17.1K - $21.1K
|
624
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
34+ 2.76% |
$16.6K - $20.5K
|
1.27K
$768K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
34+ 0.26% |
$16.6K - $20.5K
|
13K
$7.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
34+ 3.58% |
$16.6K - $20.5K
|
985
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
33+ 0.96% |
$16.1K - $19.9K
|
3.48K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
BUY
|
- |
33+ 0.22% |
$16.1K - $19.9K
|
14.7K
$8.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33+ 2.96% |
$16.1K - $19.9K
|
1.15K
$696K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
33+ 3.5% |
$16.1K - $19.9K
|
976
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32+ 4.26% |
$15.6K - $19.3K
|
783
$474K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
32+ 5.62% |
$15.6K - $19.3K
|
601
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32+ 0.33% |
$15.6K - $19.3K
|
9.69K
$5.87M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
32+ 152.38% |
$15.6K - $19.3K
|
53
$32.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
31+ 7.19% |
$15.1K - $18.7K
|
462
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 0.72% |
$15.1K - $18.7K
|
4.31K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31+ 5.35% |
$15.1K - $18.7K
|
610
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
31+ 2.79% |
$15.1K - $18.7K
|
1.14K
$691K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 3.66% |
$15.1K - $18.7K
|
878
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.27% |
$15.1K - $18.7K
|
978
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 4.06% |
$15.1K - $18.7K
|
794
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
30+ 7.41% |
$14.6K - $18.1K
|
435
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
30+ 4.75% |
$14.6K - $18.1K
|
662
$401K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
30+ 2.72% |
$14.6K - $18.1K
|
1.13K
$685K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
30+ 28.3% |
$14.6K - $18.1K
|
136
$82.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
30+ 1.62% |
$14.6K - $18.1K
|
1.88K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 0.42% |
$14.6K - $18.1K
|
7.19K
$4.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 5.34% |
$14.2K - $17.5K
|
572
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
29+ 0.54% |
$14.2K - $17.5K
|
5.44K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
29+ 0.25% |
$14.2K - $17.5K
|
11.4K
$6.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29+ 16.38% |
$14.2K - $17.5K
|
206
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
29+ 6.0% |
$14.2K - $17.5K
|
512
$310K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 1.52% |
$14.2K - $17.5K
|
1.94K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 6.13% |
$13.7K - $16.9K
|
485
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
28+ 0.92% |
$13.7K - $16.9K
|
3.06K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28+ 6.45% |
$13.7K - $16.9K
|
462
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 9.79% |
$13.7K - $16.9K
|
314
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
28+ 1.7% |
$13.7K - $16.9K
|
1.67K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
27+ 2.42% |
$13.2K - $16.3K
|
1.14K
$691K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
27+ 0.96% |
$13.2K - $16.3K
|
2.83K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 2.77% |
$13.2K - $16.3K
|
1K
$607K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
27+ 1.24% |
$13.2K - $16.3K
|
2.21K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
27+ 0.55% |
$13.2K - $16.3K
|
4.92K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
26+ 0.26% |
$12.7K - $15.7K
|
10K
$6.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
26+ 4.95% |
$12.7K - $15.7K
|
551
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$12.7K - $15.7K
|
26
$15.8K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26+ 2.35% |
$12.7K - $15.7K
|
1.13K
$687K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.83% |
$12.7K - $15.7K
|
3.14K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
26+ 4.48% |
$12.7K - $15.7K
|
607
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25+ 3.5% |
$12.2K - $15.1K
|
739
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.27% |
$12.2K - $15.1K
|
9.24K
$5.6M
|