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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.28K+ 3.64% |
$560K - $669K
|
36.3K
$22.7M
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.27K+ 7.68% |
$559K - $667K
|
17.8K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.26K+ 7.68% |
$553K - $661K
|
17.6K
$11M
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.23K+ 3.07% |
$539K - $644K
|
41.3K
$25.8M
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.2KNew |
$527K - $630K
|
1.2K
$750K
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 15.15% |
$508K - $606K
|
8.79K
$5.49M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$488K - $583K
|
1.11K
$695K
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
1.1KNew |
$483K - $577K
|
1.1K
$688K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$466K - $556K
|
1.06K
$663K
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1KNew |
$439K - $525K
|
1K
$625K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
PUT |
1KNew |
$439K - $525K
|
1K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
999+ 2.89% |
$439K - $524K
|
35.5K
$22.2M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
994+ 6.57% |
$437K - $521K
|
16.1K
$10.1M
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
975New |
$428K - $512K
|
975
$610K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
960+ 13.8% |
$422K - $504K
|
7.92K
$4.95M
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
951+ 7.4% |
$418K - $499K
|
13.8K
$8.63M
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
945+ 5.56% |
$415K - $496K
|
17.9K
$11.2M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
942+ 2.46% |
$414K - $494K
|
39.2K
$24.5M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
940+ 163.76% |
$413K - $493K
|
1.51K
$947K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
897+ 8.98% |
$394K - $471K
|
10.9K
$6.81M
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
890New |
$391K - $467K
|
890
$556K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
889New |
$390K - $466K
|
889
$556K
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
868New |
$381K - $455K
|
868
$543K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
865+ 1.76% |
$380K - $454K
|
49.9K
$31.2M
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
857+ 1.36% |
$376K - $450K
|
63.6K
$39.8M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
853+ 3.82% |
$375K - $448K
|
23.2K
$14.5M
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
840New |
$369K - $441K
|
840
$525K
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
830New |
$365K - $435K
|
830
$519K
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
819New |
$360K - $430K
|
819
$512K
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
817+ 66.15% |
$359K - $429K
|
2.05K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
796+ 8.78% |
$350K - $418K
|
9.86K
$6.16M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
787New |
$346K - $413K
|
787
$492K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
785+ 2.39% |
$345K - $412K
|
33.7K
$21.1M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
784+ 39.54% |
$344K - $411K
|
2.77K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
779+ 0.37% |
$342K - $409K
|
209K
$130M
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
728New |
$320K - $382K
|
728
$455K
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
716New |
$314K - $376K
|
716
$448K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
713+ 15.11% |
$313K - $374K
|
5.43K
$3.4M
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
702+ 20.88% |
$308K - $368K
|
4.06K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
700New |
$307K - $367K
|
700
$438K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
696+ 5.22% |
$306K - $365K
|
14K
$8.77M
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
680+ 2.51% |
$299K - $357K
|
27.7K
$17.3M
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
673New |
$296K - $353K
|
673
$421K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
669New |
$294K - $351K
|
669
$418K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
642+ 13.27% |
$282K - $337K
|
5.48K
$3.43M
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
627+ 2.51% |
$275K - $329K
|
25.6K
$16M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
619New |
$272K - $325K
|
619
$387K
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
615New |
$270K - $323K
|
615
$385K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
604New |
$265K - $317K
|
604
$378K
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
587New |
$258K - $308K
|
587
$367K
|