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
Oct 11, 2023 Q3 2023	Pinnacle Wealth Management Group, Inc.	BUY	-	415 New	$186K - $212K	415 $133K
Nov 13, 2023 Q3 2023	Truadvice, LLC Sarasota, FL	BUY	-	405 New	$181K - $207K	405 $130K
Oct 13, 2023 Q3 2023	Afs Financial Group, LLC Bethesda, MD	BUY	-	401 New	$180K - $205K	401 $129K
Nov 30, 2023 Q3 2023	Fidelity D & D Bancorp Inc Dunmore, PA	BUY	-	400 New	$179K - $204K	400 $128K

Oct 16, 2023 Q3 2023	Rothschild Investment Corp	BUY	-	342 + 8.73%	$153K - $175K	4.26K $1.37M
Oct 27, 2023 Q3 2023	Carmel Capital Partners, LLC	BUY	-	308 + 185.54%	$138K - $157K	474 $152K
Nov 13, 2023 Q3 2023	Coury Firm Asset Management LLC Pittsburgh, PA	BUY	-	273 + 30.47%	$122K - $139K	1.17K $375K
Nov 14, 2023 Q3 2023	Tiedemann Advisors, LLC	BUY	-	204 + 6.77%	$91.3K - $104K	3.22K $1.03M
Oct 27, 2023 Q3 2023	Dubuque Bank & Trust CO	BUY	-	194 + 8.0%	$86.9K - $99.1K	2.62K $840K
Oct 31, 2023 Q3 2023	Selway Asset Management Boise, ID	BUY	-	150 New	$67.2K - $76.6K	150 $48.1K
Nov 02, 2023 Q3 2023	Triad Financial Advisors, Inc. Greensboro, NC	BUY	-	136 + 8.24%	$60.9K - $69.5K	1.79K $572K
Oct 12, 2023 Q3 2023	Rvw Wealth, LLC	BUY	-	87 New	$39K - $44.5K	87 $27.9K
Nov 02, 2023 Q3 2023	Millington Financial Advisors, LLC Naperville, IL	BUY	-	82 + 2.67%	$36.7K - $41.9K	3.16K $1.01M
Oct 31, 2023 Q3 2023	Golden Green, Inc.	BUY	-	81 + 8.08%	$36.3K - $41.4K	1.08K $347K
Nov 13, 2023 Q3 2023	Mint Tower Capital Management B.V.	BUY	-	65 New	$29.1K - $33.2K	65 $20.8K
Nov 07, 2023 Q3 2023	Madison Wealth Management Cincinnati, OH	BUY	-	61 + 0.44%	$27.3K - $31.2K	13.9K $4.47M
Nov 13, 2023 Q3 2023	Knott David M Jr Syosset, NY	BUY	-	57 New	$25.5K - $29.1K	57 $18.3K
Nov 06, 2023 Q3 2023	Authentikos Wealth Advisory, LLC Morgan Hill, CA	BUY	-	36 New	$16.1K - $18.4K	36 $11.5K
Nov 08, 2023 Q3 2023	Sutton Wealth Advisors Inc. Tampa, FL	BUY	-	35 + 2.91%	$15.7K - $17.9K	1.24K $396K
Oct 24, 2023 Q3 2023	Legacy Financial Group LLC	BUY	-	34 New	$15.2K - $17.4K	34 $10.9K
Oct 20, 2023 Q3 2023	Steward Financial Group LLC	BUY	-	23 + 1.38%	$10.3K - $11.8K	1.7K $543K
Nov 13, 2023 Q3 2023	Syntax Advisors, LLC New York, NY	BUY	-	21 + 4.0%	$9.4K - $10.7K	546 $175K
Oct 27, 2023 Q3 2023	Alterity Financial Group, LLC Bangor, ME	BUY	-	15 + 1.26%	$6.72K - $7.66K	1.21K $387K
Nov 13, 2023 Q3 2023	Merlin Capital LLC	BUY	-	8 + 1.08%	$3.58K - $4.09K	748 $240K
Oct 24, 2023 Q3 2023	Windsor Group LTD	BUY	-	4 + 0.35%	$1.79K - $2.04K	1.15K $370K
Nov 14, 2023 Q3 2023	Leo H. Evart, Inc.	BUY	-	3 + 0.37%	$1.34K - $1.53K	821 $263K
Oct 27, 2023 Q3 2023	Blodgett Wealth Advisors, LLC	BUY	-	1 + 0.05%	$448 - $511	1.89K $607K
Q2 2023
Sep 25, 2023 Q2 2023	Brookfield Asset Management Inc. Toronto, A6	BUY	-	30.7K + 530.4%	$14.1M - $16.2M	36.5K $11.7M
Aug 10, 2023 Q2 2023	Pictet Asset Management Sa Geneva 73, V8	BUY	-	28.4K + 2.96%	$13M - $15M	989K $317M
Aug 02, 2023 Q2 2023	Efg Capital International Corp. Miami, FL	BUY	-	24.3K New	$11.2M - $12.8M	24.3K $7.8M
Aug 09, 2023 Q2 2023	Cna Financial Corp Chicago, IL	BUY	-	21.5K New	$9.86M - $11.3M	21.5K $6.89M
Aug 09, 2023 Q2 2023	Loews Corp New York, NY	BUY	-	21.5K New	$9.86M - $11.3M	21.5K $6.89M
Jul 27, 2023 Q2 2023	Ea Series Trust Havertown, PA	BUY	-	16.7K New	$7.64M - $8.77M	16.7K $5.34M
Jul 19, 2023 Q2 2023	Sander Capital Advisors Inc Seattle, WA	BUY	-	13.9K New	$6.37M - $7.31M	13.9K $4.45M
Aug 11, 2023 Q2 2023	Vident Investment Advisory, LLC Alpharetta, GA	BUY	-	12.9K + 27.55%	$5.93M - $6.8M	59.9K $19.2M
Jul 26, 2023 Q2 2023	Clio Asset Management LLC Charlottesville, VA	BUY	-	12K New	$5.52M - $6.33M	12K $3.86M
Aug 14, 2023 Q2 2023	Ergoteles LLC New York, NY	BUY	-	5.5K New	$2.52M - $2.89M	5.5K $1.76M
Aug 08, 2023 Q2 2023	Vigilant Capital Management, LLC	BUY	-	4.7K + 5.68%	$2.15M - $2.47M	87.3K $28M
Jul 25, 2023 Q2 2023	Privium Fund Management B.V.	BUY	-	3.5K New	$1.6M - $1.84M	3.5K $1.12M
Aug 11, 2023 Q2 2023	Pfs Investments Inc. Duluth, GA	BUY	-	3.23K + 5.68%	$1.48M - $1.7M	60.1K $19.3M
Oct 30, 2023 Q2 2023	Iams Wealth Management, LLC Omaha, NE	BUY	PUT	2.25K New	$1.03M - $1.18M	2.25K $721K
Jul 26, 2023 Q2 2023	Westwood Management Corp	BUY	-	1.1K New	$504K - $579K	1.1K $353K
Aug 04, 2023 Q2 2023	Harvey Capital Management Inc	BUY	-	1.07K New	$489K - $561K	1.07K $342K
Aug 14, 2023 Q2 2023	Waratah Capital Advisors Ltd. Toronto, A6	BUY	-	923 + 21.98%	$423K - $486K	5.12K $1.64M
Aug 01, 2023 Q2 2023	Bdo Wealth Advisors, LLC Jacksonville, FL	BUY	-	922 + 23.64%	$423K - $485K	4.82K $1.55M
Jul 11, 2023 Q2 2023	Maltin Wealth Management, Inc.	BUY	-	788 New	$361K - $415K	788 $253K
Aug 14, 2023 Q2 2023	Power Corp Of Canada Montreal, Quebec, Z4	BUY	-	719 New	$330K - $378K	719 $230K
Aug 03, 2023 Q2 2023	Advanced Research Investment Solutions, LLC	BUY	-	523 New	$240K - $275K	523 $168K
Aug 11, 2023 Q2 2023	Optimas Capital LTD Central, K3	BUY	-	521 New	$239K - $274K	521 $167K
Aug 03, 2023 Q2 2023	Crescent Sterling, Ltd. Metairie, LA	BUY	-	466 New	$214K - $245K	466 $149K

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Latest Institutional Purchases of Unitedhealth Group Inc (UNH)

415

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342

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273

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150

136

87

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81

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36

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24.3K

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13.9K

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5.5K

4.7K

3.5K

3.23K

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1.1K

1.07K

923

922

788

719

523

521

466

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