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 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
140+ 16.71% |
$61.5K - $73.4K
|
978
$593K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
140+ 1.01% |
$61.5K - $73.4K
|
14.1K
$8.52M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$59.3K - $70.8K
|
135
$81.8K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
133+ 11.28% |
$58.4K - $69.8K
|
1.31K
$795K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
132+ 4.55% |
$58K - $69.3K
|
3.03K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
119New |
$52.3K - $62.4K
|
119
$72.1K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
116+ 65.91% |
$50.9K - $60.9K
|
292
$177K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
115+ 9.21% |
$50.5K - $60.3K
|
1.36K
$826K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
113+ 20.66% |
$49.6K - $59.3K
|
660
$400K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
104+ 2.2% |
$45.7K - $54.6K
|
4.83K
$2.93M
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
103+ 14.27% |
$45.2K - $54K
|
825
$500K
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
100New |
$43.9K - $52.5K
|
100
$60.6K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$43.9K - $52.5K
|
100
$60.6K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
100+ 4.76% |
$43.9K - $52.5K
|
2.2K
$1.33M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100New |
$43.9K - $52.5K
|
100
$60.6K
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
98+ 15.78% |
$43K - $51.4K
|
719
$436K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
98+ 5.25% |
$43K - $51.4K
|
1.96K
$1.19M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
91+ 12.91% |
$40K - $47.7K
|
796
$482K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
85New |
$37.3K - $44.6K
|
85
$51.5K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
81+ 17.69% |
$35.6K - $42.5K
|
539
$327K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
75+ 3.37% |
$32.9K - $39.3K
|
2.3K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
74+ 12.37% |
$32.5K - $38.8K
|
672
$407K
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
69+ 5.54% |
$30.3K - $36.2K
|
1.32K
$797K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 66.0% |
$29K - $34.6K
|
166
$101K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$26.4K - $31.5K
|
60
$36.3K
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
60+ 30.93% |
$26.4K - $31.5K
|
254
$154K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
54+ 10.42% |
$23.7K - $28.3K
|
572
$347K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 0.2% |
$22K - $26.2K
|
25.1K
$15.2M
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 5.24% |
$22K - $26.2K
|
1.01K
$609K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 4.95% |
$22K - $26.2K
|
1.06K
$643K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49+ 8.06% |
$21.5K - $25.7K
|
657
$398K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
47+ 5.06% |
$20.6K - $24.7K
|
975
$591K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
47+ 671.43% |
$20.6K - $24.7K
|
54
$32.7K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 52.87% |
$20.2K - $24.1K
|
133
$80.6K
|
|
Aug 13, 2024
Q2 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
43+ 9.13% |
$18.9K - $22.6K
|
514
$311K
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
40+ 8.2% |
$17.6K - $21K
|
528
$320K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
38New |
$16.7K - $19.9K
|
38
$23K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38+ 9.2% |
$16.7K - $19.9K
|
451
$273K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
37+ 132.14% |
$16.3K - $19.4K
|
65
$39.4K
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33+ 1.38% |
$14.5K - $17.3K
|
2.42K
$1.46M
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
30+ 2.09% |
$13.2K - $15.7K
|
1.47K
$889K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
30+ 6.51% |
$13.2K - $15.7K
|
491
$297K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$11.9K - $14.2K
|
27
$16.4K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
27+ 3.41% |
$11.9K - $14.2K
|
819
$496K
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 3.1% |
$11K - $13.1K
|
831
$503K
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
22New |
$9.66K - $11.5K
|
22
$13.3K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
21+ 2.26% |
$9.22K - $11K
|
951
$576K
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
21New |
$9.22K - $11K
|
21
$12.7K
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21+ 1.47% |
$9.22K - $11K
|
1.45K
$881K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 1.03% |
$8.78K - $10.5K
|
1.96K
$1.19M
|