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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
285+ 24.26% |
$139K - $172K
|
1.46K
$779K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
284+ 2.07% |
$139K - $172K
|
14K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
280+ 1.0% |
$137K - $169K
|
28.3K
$15.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
276+ 29.65% |
$135K - $167K
|
1.21K
$644K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
275+ 15.85% |
$134K - $166K
|
2.01K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
270+ 6.13% |
$132K - $163K
|
4.68K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
259+ 5.21% |
$126K - $156K
|
5.23K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
258+ 13.72% |
$126K - $156K
|
2.14K
$1.14M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
251+ 2.84% |
$122K - $152K
|
9.1K
$4.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
247+ 41.37% |
$121K - $149K
|
844
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
246+ 4.23% |
$120K - $149K
|
6.07K
$3.24M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
239+ 4.98% |
$117K - $144K
|
5.04K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
236+ 1.46% |
$115K - $143K
|
16.4K
$8.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
236+ 4.6% |
$115K - $143K
|
5.36K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 34.62% |
$114K - $141K
|
906
$483K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
227+ 36.44% |
$111K - $137K
|
850
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 18.74% |
$109K - $135K
|
1.42K
$757K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
213+ 19.31% |
$104K - $129K
|
1.32K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
211+ 3.05% |
$103K - $127K
|
7.13K
$3.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
208+ 6.1% |
$102K - $126K
|
3.62K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
207+ 0.88% |
$101K - $125K
|
23.8K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
206+ 50.99% |
$101K - $124K
|
610
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
204+ 1.78% |
$99.6K - $123K
|
11.7K
$6.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
203New |
$99.1K - $123K
|
203
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
202+ 2.72% |
$98.6K - $122K
|
7.62K
$4.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
199+ 1.23% |
$97.1K - $120K
|
16.4K
$8.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
199+ 50.64% |
$97.1K - $120K
|
592
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
198+ 7.13% |
$96.6K - $120K
|
2.98K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
198+ 2.97% |
$96.6K - $120K
|
6.87K
$3.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
196+ 28.2% |
$95.6K - $118K
|
891
$475K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
194+ 6.0% |
$94.7K - $117K
|
3.43K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
193+ 3.64% |
$94.2K - $117K
|
5.5K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 11.44% |
$89.3K - $111K
|
1.78K
$951K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
178+ 3.55% |
$86.9K - $108K
|
5.19K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
178+ 31.96% |
$86.9K - $108K
|
735
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
173+ 0.18% |
$84.4K - $105K
|
95.2K
$50.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
173+ 4.41% |
$84.4K - $105K
|
4.09K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
173+ 19.68% |
$84.4K - $105K
|
1.05K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
169+ 7.55% |
$82.5K - $102K
|
2.41K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
169+ 1.46% |
$82.5K - $102K
|
11.8K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
168+ 5.46% |
$82K - $102K
|
3.25K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
168+ 1.82% |
$82K - $102K
|
9.4K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
163+ 20.69% |
$79.5K - $98.5K
|
951
$507K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
163+ 38.44% |
$79.5K - $98.5K
|
587
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
160+ 1.82% |
$78.1K - $96.7K
|
8.95K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
159+ 39.07% |
$77.6K - $96.1K
|
566
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
157+ 23.47% |
$76.6K - $94.9K
|
826
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
157+ 314.0% |
$76.6K - $94.9K
|
207
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
155+ 31.0% |
$75.6K - $93.6K
|
655
$349K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
155New |
$75.6K - $93.6K
|
155
$82.7K
|