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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
126New |
$62.9K - $69.9K
|
126
$76.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
122New |
$60.9K - $67.7K
|
122
$73.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
BUY
|
- |
115+ 10.45% |
$57.4K - $63.8K
|
1.22K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.89% |
$52.4K - $58.3K
|
11.9K
$7.21M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
102+ 9.76% |
$50.9K - $56.6K
|
1.15K
$694K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
101+ 0.37% |
$50.4K - $56.1K
|
27.7K
$16.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
100+ 6.25% |
$49.9K - $55.5K
|
1.7K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
85New |
$42.4K - $47.2K
|
85
$51.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
84New |
$41.9K - $46.6K
|
84
$50.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
PUT |
78New |
$38.9K - $43.3K
|
78
$47.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
78+ 2.37% |
$38.9K - $43.3K
|
3.37K
$2.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
66+ 14.54% |
$32.9K - $36.6K
|
520
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
59New |
$29.4K - $32.8K
|
59
$35.7K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
58+ 65.91% |
$28.9K - $32.2K
|
146
$88.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
53+ 1.49% |
$26.4K - $29.4K
|
3.6K
$2.18M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
50New |
$24.9K - $27.8K
|
50
$30.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
47+ 102.17% |
$23.4K - $26.1K
|
93
$56.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45+ 16.54% |
$22.4K - $25K
|
317
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
36+ 2.11% |
$18K - $20K
|
1.75K
$1.06M
|
|
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
32+ 0.77% |
$16K - $17.8K
|
4.16K
$2.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
24+ 0.26% |
$12K - $13.3K
|
9.25K
$5.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12New |
$5.99K - $6.66K
|
12
$7.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
12+ 3.02% |
$5.99K - $6.66K
|
409
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
9+ 2.26% |
$4.49K - $5K
|
408
$247K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8New |
$3.99K - $4.44K
|
8
$4.84K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.5K - $1.67K
|
2.32K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.27% |
$998 - $1.11K
|
733
$444K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
2+ 0.37% |
$998 - $1.11K
|
548
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 2.33% |
$499 - $555
|
44
$26.6K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
59.4K+ 235.11% |
$29.8M - $32.7M
|
84.7K
$51.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Integral Health Asset Management, LLC
|
BUY
|
- |
15KNew |
$7.52M - $8.25M
|
15K
$9.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
14.8KNew |
$7.44M - $8.16M
|
14.8K
$8.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13.1KNew |
$6.57M - $7.21M
|
13.1K
$7.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$6.52M - $7.15M
|
13K
$7.87M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.1K+ 224.96% |
$6.06M - $6.65M
|
17.5K
$10.6M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
11.1KNew |
$5.55M - $6.09M
|
11.1K
$6.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.3KNew |
$5.16M - $5.67M
|
10.3K
$6.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
7.5KNew |
$3.76M - $4.12M
|
7.5K
$4.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
6.71KNew |
$3.36M - $3.69M
|
6.71K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.69K+ 480.92% |
$2.35M - $2.58M
|
5.66K
$3.43M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
4K+ 15.09% |
$2M - $2.2M
|
30.5K
$18.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$1.95M - $2.14M
|
3.9K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
3.65KNew |
$1.83M - $2.01M
|
3.65K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.57KNew |
$1.79M - $1.96M
|
3.57K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$1.5M - $1.65M
|
3K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$1.35M - $1.48M
|
2.7K
$1.63M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.82K+ 18.93% |
$910K - $998K
|
11.4K
$6.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
1.4K+ 216.1% |
$700K - $768K
|
2.04K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.31KNew |
$654K - $718K
|
1.31K
$790K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.04K+ 1.59% |
$519K - $570K
|
66.4K
$40.2M
|
|