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 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
377New |
$184K - $228K
|
377
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
BUY
|
- |
377New |
$184K - $228K
|
377
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
376New |
$183K - $227K
|
376
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
375New |
$183K - $227K
|
375
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
375New |
$183K - $227K
|
375
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
375New |
$183K - $227K
|
375
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
375New |
$183K - $227K
|
375
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
373New |
$182K - $225K
|
373
$199K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
372New |
$182K - $225K
|
372
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
371New |
$181K - $224K
|
371
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
371New |
$181K - $224K
|
371
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
370+ 4.07% |
$181K - $224K
|
9.47K
$5.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
368New |
$180K - $222K
|
368
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
367+ 2.08% |
$179K - $222K
|
18K
$9.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
367New |
$179K - $222K
|
367
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
367New |
$179K - $222K
|
367
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
367New |
$179K - $222K
|
367
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
366New |
$179K - $221K
|
366
$195K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
365New |
$178K - $221K
|
365
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
362+ 26.21% |
$177K - $219K
|
1.74K
$930K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
362New |
$177K - $219K
|
362
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
359New |
$175K - $217K
|
359
$191K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
357+ 4.17% |
$174K - $216K
|
8.92K
$4.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
357+ 5.02% |
$174K - $216K
|
7.46K
$3.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
357New |
$174K - $216K
|
357
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
356New |
$174K - $215K
|
356
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
356New |
$174K - $215K
|
356
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
356New |
$174K - $215K
|
356
$190K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
356+ 30.8% |
$174K - $215K
|
1.51K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
355New |
$173K - $214K
|
355
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
355New |
$173K - $214K
|
355
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
354New |
$173K - $214K
|
354
$189K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
352New |
$172K - $213K
|
352
$188K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
351New |
$171K - $212K
|
351
$187K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
350New |
$171K - $211K
|
350
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
349New |
$170K - $211K
|
349
$186K
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
348New |
$170K - $210K
|
348
$186K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
344New |
$168K - $208K
|
344
$183K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
343New |
$167K - $207K
|
343
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
338+ 11.46% |
$165K - $204K
|
3.29K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
337+ 0.66% |
$164K - $204K
|
51.5K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
337+ 45.23% |
$164K - $204K
|
1.08K
$577K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
336+ 2.91% |
$164K - $203K
|
11.9K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
333+ 5.47% |
$163K - $201K
|
6.43K
$3.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
319+ 27.29% |
$156K - $193K
|
1.49K
$794K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
316+ 23.92% |
$154K - $191K
|
1.64K
$873K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
316+ 44.26% |
$154K - $191K
|
1.03K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
309+ 12.82% |
$151K - $187K
|
2.72K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
290+ 5.11% |
$142K - $175K
|
5.97K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
285+ 115.85% |
$139K - $172K
|
531
$283K
|