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 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 66.0% |
$29K - $34.6K
|
166
$49.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$26.4K - $31.5K
|
60
$18K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
60+ 30.93% |
$26.4K - $31.5K
|
254
$76.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 0.2% |
$22K - $26.2K
|
25.1K
$7.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
47+ 5.06% |
$20.6K - $24.7K
|
975
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
43+ 9.13% |
$18.9K - $22.6K
|
514
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
38New |
$16.7K - $19.9K
|
38
$11.4K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
36+ 1.68% |
$15.8K - $18.9K
|
2.19K
$657K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
30+ 6.51% |
$13.2K - $15.7K
|
491
$148K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$11.9K - $14.2K
|
27
$8.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 3.1% |
$11K - $13.1K
|
831
$250K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
22New |
$9.66K - $11.5K
|
22
$6.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 1.03% |
$8.78K - $10.5K
|
1.96K
$589K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
20+ 0.7% |
$8.78K - $10.5K
|
2.87K
$863K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 40.0% |
$7.91K - $9.44K
|
63
$18.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 5.73% |
$7.03K - $8.39K
|
295
$88.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.17% |
$6.15K - $7.34K
|
8.31K
$2.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10+ 2.23% |
$4.39K - $5.25K
|
459
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9New |
$3.95K - $4.72K
|
9
$2.71K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7+ 0.68% |
$3.07K - $3.67K
|
1.04K
$312K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.2K - $2.62K
|
1.27K
$381K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5+ 0.47% |
$2.2K - $2.62K
|
1.07K
$323K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.35% |
$2.2K - $2.62K
|
1.45K
$435K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
4+ 1.4% |
$1.76K - $2.1K
|
290
$87.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3New |
$1.32K - $1.57K
|
3
$902
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.32% |
$1.32K - $1.57K
|
231
$69.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 3.95% |
$1.32K - $1.57K
|
79
$23.7K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.18% |
$1.32K - $1.57K
|
1.63K
$491K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.26% |
$878 - $1.05K
|
771
$232K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 12.5% |
$878 - $1.05K
|
18
$5.41K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.59% |
$439 - $525
|
170
$51.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
12MNew |
$5.67B - $6.54B
|
12M
$3.6B
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
377KNew |
$178M - $205M
|
377K
$113M
|
|
|
May 15, 2025
Q1 2024
|
Clear Street LLC
|
BUY
|
- |
170K+ 566.67% |
$80.3M - $92.7M
|
200K
$60.1M
|
|
|
May 15, 2025
Q1 2024
|
Clear Street LLC
|
BUY
|
PUT |
170K+ 566.67% |
$80.3M - $92.7M
|
200K
$60.1M
|
|
|
May 15, 2024
Q1 2024
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
156KNew |
$73.7M - $85.1M
|
156K
$46.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
131K+ 176.91% |
$61.7M - $71.2M
|
204K
$61.5M
|
|
|
May 07, 2024
Q1 2024
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
100KNew |
$47.3M - $54.5M
|
100K
$30.1M
|
|
|
May 09, 2024
Q1 2024
|
Fidelity National Financial, Inc.
Jacksonville, FL |
BUY
|
- |
50KNew |
$23.6M - $27.3M
|
50K
$15M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
31.1K+ 55.52% |
$14.7M - $17M
|
87.1K
$26.2M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
29.4KNew |
$13.9M - $16M
|
29.4K
$8.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.7K+ 74.54% |
$13.6M - $15.7M
|
67.2K
$20.2M
|
|
|
May 09, 2024
Q1 2024
|
Monaco Asset Management Sam
|
BUY
|
PUT |
20KNew |
$9.45M - $10.9M
|
20K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11.1K+ 228.39% |
$5.26M - $6.07M
|
16K
$4.81M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.3KNew |
$4.4M - $5.07M
|
9.3K
$2.8M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.14KNew |
$3.38M - $3.9M
|
7.14K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
7.13KNew |
$3.37M - $3.89M
|
7.13K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
CALL |
6.1KNew |
$2.88M - $3.33M
|
6.1K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.05KNew |
$1.91M - $2.21M
|
4.05K
$1.22M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.71K+ 4.39% |
$1.75M - $2.02M
|
88.2K
$26.5M
|
|