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 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.63K+ 5.04% |
$795K - $984K
|
34K
$19.3M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.6K+ 15.03% |
$779K - $965K
|
12.2K
$6.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.59K+ 56.44% |
$774K - $958K
|
4.4K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.58K+ 4.6% |
$773K - $956K
|
36K
$20.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 6.72% |
$746K - $924K
|
24.3K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.44K+ 9.74% |
$702K - $869K
|
16.2K
$9.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.42K+ 38.05% |
$691K - $855K
|
5.13K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.4K+ 6.86% |
$683K - $846K
|
21.8K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 2.8% |
$677K - $838K
|
51K
$28.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.38K+ 15.46% |
$672K - $831K
|
10.3K
$5.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.38K+ 148.49% |
$671K - $831K
|
2.3K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.36K+ 9.19% |
$661K - $819K
|
16.1K
$9.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 6.91% |
$657K - $813K
|
20.8K
$11.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 12.24% |
$653K - $809K
|
12.3K
$6.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.31K+ 18.07% |
$641K - $793K
|
8.58K
$4.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.31K+ 91.68% |
$640K - $793K
|
2.74K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.31KNew |
$640K - $792K
|
1.31K
$744K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.3K+ 0.7% |
$634K - $785K
|
188K
$107M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 6.34% |
$631K - $781K
|
21.7K
$12.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.28KNew |
$624K - $773K
|
1.28K
$726K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.26K+ 30.97% |
$617K - $764K
|
5.35K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.19K+ 21.28% |
$581K - $719K
|
6.78K
$3.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.18K+ 96.18% |
$578K - $715K
|
2.42K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.18K+ 53.22% |
$573K - $710K
|
3.38K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.17K+ 2.76% |
$572K - $708K
|
43.6K
$24.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.16K+ 11.61% |
$564K - $698K
|
11.1K
$6.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.13K+ 22.78% |
$550K - $682K
|
6.08K
$3.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.11K+ 2.72% |
$542K - $671K
|
42K
$23.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.1K+ 8.11% |
$538K - $666K
|
14.7K
$8.34M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.07KNew |
$521K - $645K
|
1.07K
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.05K+ 233.63% |
$512K - $634K
|
1.5K
$850K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.04KNew |
$509K - $631K
|
1.04K
$593K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1K+ 130.56% |
$490K - $607K
|
1.77K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1K+ 8.1% |
$489K - $605K
|
13.4K
$7.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
984+ 154.96% |
$480K - $595K
|
1.62K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
977+ 14.77% |
$477K - $590K
|
7.59K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
966New |
$471K - $584K
|
966
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
964+ 9.22% |
$470K - $582K
|
11.4K
$6.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
963+ 39.55% |
$470K - $582K
|
3.4K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
922New |
$450K - $557K
|
922
$523K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
920+ 4.36% |
$449K - $556K
|
22K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
913+ 155.27% |
$446K - $552K
|
1.5K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
907+ 4.18% |
$443K - $548K
|
22.6K
$12.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
892+ 32.42% |
$435K - $539K
|
3.64K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
880+ 4.08% |
$429K - $532K
|
22.4K
$12.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
845+ 24.61% |
$412K - $511K
|
4.28K
$2.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
843+ 4.37% |
$411K - $509K
|
20.1K
$11.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
838+ 1197.14% |
$409K - $506K
|
908
$515K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
833+ 3.03% |
$407K - $503K
|
28.3K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
831+ 27.27% |
$406K - $502K
|
3.88K
$2.2M
|