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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
319+ 9.85% |
$151K - $174K
|
3.56K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
314New |
$148K - $171K
|
314
$167K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
301+ 49.43% |
$142K - $164K
|
910
$485K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
294+ 2.27% |
$139K - $160K
|
13.2K
$7.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
247+ 6.79% |
$117K - $135K
|
3.88K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
239+ 38.49% |
$113K - $130K
|
860
$459K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
227+ 12.88% |
$107K - $124K
|
1.99K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
209+ 39.66% |
$98.8K - $114K
|
736
$393K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
200New |
$94.5K - $109K
|
200
$107K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
185+ 16.91% |
$87.4K - $101K
|
1.28K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
151New |
$71.4K - $82.4K
|
151
$80.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
131+ 2.55% |
$61.9K - $71.5K
|
5.28K
$2.81M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
118+ 40.27% |
$55.8K - $64.4K
|
411
$219K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
117New |
$55.3K - $63.8K
|
117
$62.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$54.3K - $62.7K
|
115
$61.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
114+ 1.14% |
$53.9K - $62.2K
|
10.1K
$5.4M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$53.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
96+ 4.67% |
$45.4K - $52.4K
|
2.15K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
90+ 3.48% |
$42.5K - $49.1K
|
2.68K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
87+ 0.43% |
$41.1K - $47.5K
|
20.5K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
83New |
$39.2K - $45.3K
|
83
$44.3K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
72+ 17.48% |
$34K - $39.3K
|
484
$258K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
54+ 10.19% |
$25.5K - $29.5K
|
584
$311K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 757.14% |
$25K - $28.9K
|
60
$32K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
39+ 8.28% |
$18.4K - $21.3K
|
510
$272K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36New |
$17K - $19.6K
|
36
$19.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
34+ 2.55% |
$16.1K - $18.5K
|
1.37K
$729K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 21.64% |
$13.7K - $15.8K
|
163
$86.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
25+ 14.29% |
$11.8K - $13.6K
|
200
$107K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21+ 2.93% |
$9.92K - $11.5K
|
738
$394K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
18+ 1.27% |
$8.51K - $9.82K
|
1.43K
$764K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17New |
$8.03K - $9.27K
|
17
$9.07K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16+ 2.54% |
$7.56K - $8.73K
|
646
$345K
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
14+ 1.64% |
$6.62K - $7.64K
|
869
$463K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
13+ 2.95% |
$6.14K - $7.09K
|
454
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11+ 0.38% |
$5.2K - $6K
|
2.93K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
9+ 2.08% |
$4.25K - $4.91K
|
441
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
9New |
$4.25K - $4.91K
|
9
$4.8K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
8+ 0.6% |
$3.78K - $4.36K
|
1.35K
$721K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7+ 1.55% |
$3.31K - $3.82K
|
460
$245K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 2.84% |
$2.84K - $3.27K
|
217
$116K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6+ 0.08% |
$2.84K - $3.27K
|
7.14K
$3.81M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5+ 166.67% |
$2.36K - $2.73K
|
8
$4.27K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$1.42K - $1.64K
|
3
$1.6K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.14% |
$473 - $545
|
740
$395K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.78% |
$473 - $545
|
129
$68.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
PUT |
1New |
$473 - $545
|
1
$533
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
105K+ 90.87% |
$53.2M - $57.8M
|
220K
$117M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
78.8KNew |
$40.2M - $43.6M
|
78.8K
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
66.2K+ 3.87% |
$33.7M - $36.6M
|
1.78M
$947M
|
|