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 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
17+ 2.66% |
$7.47K - $8.92K
|
657
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
17+ 2.1% |
$7.47K - $8.92K
|
827
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16+ 3.44% |
$7.03K - $8.39K
|
481
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 5.73% |
$7.03K - $8.39K
|
295
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14+ 0.14% |
$6.15K - $7.34K
|
10K
$6.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
14+ 0.36% |
$6.15K - $7.34K
|
3.95K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
14+ 0.95% |
$6.15K - $7.34K
|
1.48K
$912K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.17% |
$6.15K - $7.34K
|
8.31K
$5.12M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 2.66% |
$5.71K - $6.82K
|
501
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
12+ 1.58% |
$5.27K - $6.3K
|
772
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.57% |
$5.27K - $6.3K
|
2.13K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
12+ 2.19% |
$5.27K - $6.3K
|
561
$345K
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
11+ 0.04% |
$4.83K - $5.77K
|
25.2K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.64% |
$4.39K - $5.25K
|
1.57K
$967K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.37% |
$4.39K - $5.25K
|
2.75K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 1.47% |
$4.39K - $5.25K
|
692
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
10+ 0.14% |
$4.39K - $5.25K
|
7.11K
$4.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10+ 2.23% |
$4.39K - $5.25K
|
459
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.04% |
$3.95K - $4.72K
|
21.6K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9New |
$3.95K - $4.72K
|
9
$5.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.48% |
$3.51K - $4.2K
|
1.67K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
8+ 0.29% |
$3.51K - $4.2K
|
2.76K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.44% |
$3.51K - $4.2K
|
1.85K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
8+ 88.89% |
$3.51K - $4.2K
|
17
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
7+ 1.65% |
$3.07K - $3.67K
|
431
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7+ 0.68% |
$3.07K - $3.67K
|
1.04K
$640K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 1.12% |
$3.07K - $3.67K
|
632
$389K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.95% |
$2.64K - $3.15K
|
638
$393K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6+ 0.38% |
$2.64K - $3.15K
|
1.58K
$972K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 0.57% |
$2.64K - $3.15K
|
1.06K
$652K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.14% |
$2.64K - $3.15K
|
4.41K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5+ 0.68% |
$2.2K - $2.62K
|
742
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.16% |
$2.2K - $2.62K
|
3.07K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.22% |
$2.2K - $2.62K
|
2.24K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
5+ 0.61% |
$2.2K - $2.62K
|
819
$504K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.2K - $2.62K
|
1.27K
$780K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5+ 0.47% |
$2.2K - $2.62K
|
1.07K
$661K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
5+ 0.26% |
$2.2K - $2.62K
|
1.95K
$1.2M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.35% |
$2.2K - $2.62K
|
1.45K
$890K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
4+ 1.4% |
$1.76K - $2.1K
|
290
$179K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3+ 1.79% |
$1.32K - $1.57K
|
171
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.13% |
$1.32K - $1.57K
|
2.35K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.61% |
$1.32K - $1.57K
|
493
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3New |
$1.32K - $1.57K
|
3
$1.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.06% |
$1.32K - $1.57K
|
4.71K
$2.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.32% |
$1.32K - $1.57K
|
231
$142K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3+ 0.57% |
$1.32K - $1.57K
|
528
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 4.05% |
$1.32K - $1.57K
|
77
$47.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 3.95% |
$1.32K - $1.57K
|
79
$48.6K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.18% |
$1.32K - $1.57K
|
1.63K
$1.01M
|