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 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
77+ 7.39% |
$37.6K - $46.5K
|
1.12K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
76+ 9.37% |
$37.1K - $45.9K
|
887
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
76+ 12.67% |
$37.1K - $45.9K
|
676
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
75+ 7.14% |
$36.6K - $45.3K
|
1.13K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.97% |
$36.6K - $45.3K
|
7.83K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
74+ 2.71% |
$36.1K - $44.7K
|
2.8K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
71+ 4.37% |
$34.6K - $42.9K
|
1.69K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
70+ 13.28% |
$34.2K - $42.3K
|
597
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
69+ 0.39% |
$33.7K - $41.7K
|
17.8K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
68+ 14.5% |
$33.2K - $41.1K
|
537
$286K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
68+ 3.98% |
$33.2K - $41.1K
|
1.78K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
67+ 2.04% |
$32.7K - $40.5K
|
3.35K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
67+ 6.56% |
$32.7K - $40.5K
|
1.09K
$580K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65+ 18.41% |
$31.7K - $39.3K
|
418
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
65+ 1.25% |
$31.7K - $39.3K
|
5.25K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
65+ 1.67% |
$31.7K - $39.3K
|
3.95K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
64+ 0.74% |
$31.2K - $38.7K
|
8.67K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
64+ 3.12% |
$31.2K - $38.7K
|
2.12K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
64New |
$31.2K - $38.7K
|
64
$34.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
62+ 0.38% |
$30.3K - $37.5K
|
16.3K
$8.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
62+ 3.65% |
$30.3K - $37.5K
|
1.76K
$939K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
60+ 14.89% |
$29.3K - $36.3K
|
463
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
59+ 7.19% |
$28.8K - $35.6K
|
880
$469K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
59+ 2.43% |
$28.8K - $35.6K
|
2.49K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 3.16% |
$28.3K - $35K
|
1.89K
$1.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
57+ 8.8% |
$27.8K - $34.4K
|
705
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
57+ 0.36% |
$27.8K - $34.4K
|
16K
$8.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$30.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 3.78% |
$27.3K - $33.8K
|
1.54K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
56+ 9.98% |
$27.3K - $33.8K
|
617
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
55+ 1.0% |
$26.8K - $33.2K
|
5.53K
$2.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
55+ 9.52% |
$26.8K - $33.2K
|
633
$338K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$26.8K - $33.2K
|
55
$29.3K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
54+ 7.37% |
$26.4K - $32.6K
|
787
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
53+ 6.79% |
$25.9K - $32K
|
834
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 4.73% |
$25.9K - $32K
|
1.17K
$626K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
53+ 0.11% |
$25.9K - $32K
|
49.8K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
52+ 6.84% |
$25.4K - $31.4K
|
812
$433K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
51+ 6.51% |
$24.9K - $30.8K
|
834
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.19% |
$24.4K - $30.2K
|
2.33K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 7.3% |
$24.4K - $30.2K
|
735
$392K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 8.18% |
$23.4K - $29K
|
635
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
48+ 8.22% |
$23.4K - $29K
|
632
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
47+ 3.71% |
$22.9K - $28.4K
|
1.32K
$701K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47New |
$22.9K - $28.4K
|
47
$25.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
46+ 6.17% |
$22.4K - $27.8K
|
792
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
46+ 1.67% |
$22.4K - $27.8K
|
2.79K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
46+ 9.0% |
$22.4K - $27.8K
|
557
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 1.64% |
$22K - $27.2K
|
2.79K
$1.49M
|