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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
186+ 8.43% |
$90.8K - $112K
|
2.39K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
180+ 3.72% |
$87.8K - $109K
|
5.01K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
179+ 18.36% |
$87.4K - $108K
|
1.15K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
178+ 2.56% |
$86.9K - $108K
|
7.14K
$4.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
177+ 19.22% |
$86.4K - $107K
|
1.1K
$623K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 10.21% |
$86.4K - $107K
|
1.91K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
177+ 4.16% |
$86.4K - $107K
|
4.43K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
174+ 4.04% |
$84.9K - $105K
|
4.48K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
171+ 16.22% |
$83.4K - $103K
|
1.23K
$695K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
169+ 24.07% |
$82.5K - $102K
|
871
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
169+ 1.46% |
$82.5K - $102K
|
11.8K
$6.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
164+ 6.01% |
$80K - $99.1K
|
2.9K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
163+ 38.44% |
$79.5K - $98.5K
|
587
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 3.28% |
$79.5K - $98.5K
|
5.13K
$2.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
161+ 20.33% |
$78.6K - $97.3K
|
953
$541K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
160+ 0.32% |
$78.1K - $96.7K
|
50.3K
$28.6M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158+ 15.48% |
$77.1K - $95.5K
|
1.18K
$669K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 7.7% |
$76.6K - $94.9K
|
2.2K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
157+ 16.0% |
$76.6K - $94.9K
|
1.14K
$646K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
156+ 14.29% |
$76.1K - $94.3K
|
1.25K
$708K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
155New |
$75.6K - $93.6K
|
155
$88K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
155+ 30.88% |
$75.6K - $93.6K
|
657
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
155+ 50.99% |
$75.6K - $93.6K
|
459
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
154+ 25.45% |
$75.2K - $93K
|
759
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
154+ 33.33% |
$75.2K - $93K
|
616
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 17.83% |
$74.7K - $92.4K
|
1.01K
$574K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
151+ 15.25% |
$73.7K - $91.2K
|
1.14K
$648K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
150+ 1.22% |
$73.2K - $90.6K
|
12.5K
$7.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
148+ 6.87% |
$72.2K - $89.4K
|
2.3K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
145+ 26.61% |
$70.8K - $87.6K
|
690
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
145+ 2.29% |
$70.8K - $87.6K
|
6.49K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
145+ 1.29% |
$70.8K - $87.6K
|
11.4K
$6.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
143+ 3.79% |
$69.8K - $86.4K
|
3.92K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
143+ 5.58% |
$69.8K - $86.4K
|
2.71K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
142+ 4.07% |
$69.3K - $85.8K
|
3.63K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141+ 0.32% |
$68.8K - $85.2K
|
44.4K
$25.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 3.21% |
$67.8K - $84K
|
4.46K
$2.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
139+ 21.42% |
$67.8K - $84K
|
788
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
139+ 11.32% |
$67.8K - $84K
|
1.37K
$776K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
139+ 2.51% |
$67.8K - $84K
|
5.68K
$3.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
139+ 18.71% |
$67.8K - $84K
|
882
$501K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.89% |
$66.9K - $82.8K
|
1.68K
$952K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
137+ 0.43% |
$66.9K - $82.8K
|
31.7K
$18M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
137+ 18.72% |
$66.9K - $82.8K
|
869
$493K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
136+ 5.56% |
$66.4K - $82.2K
|
2.58K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
136+ 11.18% |
$66.4K - $82.2K
|
1.35K
$768K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
130+ 26.92% |
$63.4K - $78.5K
|
613
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
128+ 7.61% |
$62.5K - $77.3K
|
1.81K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
128+ 2.8% |
$62.5K - $77.3K
|
4.7K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
127+ 1.46% |
$62K - $76.7K
|
8.85K
$5.02M
|