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
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
673New |
$296K - $353K
|
673
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
669New |
$294K - $351K
|
669
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
642+ 13.27% |
$282K - $337K
|
5.48K
$3.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
619New |
$272K - $325K
|
619
$375K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
615New |
$270K - $323K
|
615
$373K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
613+ 2.45% |
$269K - $322K
|
25.6K
$15.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
604New |
$265K - $317K
|
604
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
587New |
$258K - $308K
|
587
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
568+ 14.04% |
$249K - $298K
|
4.62K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
559New |
$246K - $293K
|
559
$339K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
492+ 6150.0% |
$216K - $258K
|
500
$303K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
490+ 36.57% |
$215K - $257K
|
1.83K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
454+ 3.54% |
$199K - $238K
|
13.3K
$8.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
447New |
$196K - $235K
|
447
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
428New |
$188K - $225K
|
428
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
426+ 4.16% |
$187K - $223K
|
10.7K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
421New |
$185K - $221K
|
421
$255K
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
414New |
$182K - $217K
|
414
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
412New |
$181K - $216K
|
412
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
409New |
$180K - $215K
|
409
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
403New |
$177K - $211K
|
403
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
402+ 17.28% |
$177K - $211K
|
2.73K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
400+ 2.04% |
$176K - $210K
|
20K
$12.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
399New |
$175K - $209K
|
399
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
395New |
$173K - $207K
|
395
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
364+ 59.19% |
$160K - $191K
|
979
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
350+ 20.16% |
$154K - $184K
|
2.09K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
340New |
$149K - $178K
|
340
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
332+ 5.47% |
$146K - $174K
|
6.41K
$3.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
323+ 23.54% |
$142K - $169K
|
1.7K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
318+ 6.33% |
$140K - $167K
|
5.34K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
310New |
$136K - $163K
|
310
$188K
|
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
CALL |
300New |
$132K - $157K
|
300
$182K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
275+ 17.17% |
$121K - $144K
|
1.88K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$87.8K - $105K
|
200
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
200+ 33.33% |
$87.8K - $105K
|
800
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
200New |
$87.8K - $105K
|
200
$121K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
200+ 40.0% |
$87.8K - $105K
|
700
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
198+ 9.39% |
$87K - $104K
|
2.31K
$1.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
196+ 2.23% |
$86.1K - $103K
|
8.99K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
189+ 2.74% |
$83K - $99.2K
|
7.08K
$4.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
187+ 4.13% |
$82.1K - $98.1K
|
4.72K
$2.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
185+ 4.08% |
$81.3K - $97.1K
|
4.72K
$2.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
178+ 8.29% |
$78.2K - $93.4K
|
2.33K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
175+ 2.24% |
$76.9K - $91.8K
|
7.98K
$4.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
170+ 39.08% |
$74.7K - $89.2K
|
605
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
163+ 17.58% |
$71.6K - $85.5K
|
1.09K
$660K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
161New |
$70.7K - $84.5K
|
161
$97.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
150+ 5.85% |
$65.9K - $78.7K
|
2.71K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
143+ 0.55% |
$62.8K - $75K
|
26.1K
$15.8M
|