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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
654New |
$179K - $392K
|
654
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
600+ 135.75% |
$165K - $360K
|
1.04K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
587+ 29.06% |
$161K - $352K
|
2.61K
$836K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
579+ 101.94% |
$159K - $347K
|
1.15K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
538+ 109.8% |
$148K - $323K
|
1.03K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
532+ 19.3% |
$146K - $319K
|
3.29K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
514+ 3.79% |
$141K - $308K
|
14.1K
$4.52M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
491+ 33.27% |
$135K - $294K
|
1.97K
$630K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
484+ 2847.06% |
$133K - $290K
|
501
$161K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
475+ 0.95% |
$130K - $285K
|
50.4K
$16.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
424+ 504.76% |
$116K - $254K
|
508
$163K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
415+ 63.17% |
$114K - $249K
|
1.07K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
410+ 18.06% |
$112K - $246K
|
2.68K
$859K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
384+ 13.68% |
$105K - $230K
|
3.19K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
375+ 4.81% |
$103K - $225K
|
8.17K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
369+ 101.93% |
$101K - $221K
|
731
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
367+ 16.61% |
$101K - $220K
|
2.58K
$826K
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
318+ 37.02% |
$87.2K - $191K
|
1.18K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
310+ 27.93% |
$85K - $186K
|
1.42K
$455K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
305+ 2.19% |
$83.7K - $183K
|
14.2K
$4.56M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
300New |
$82.3K - $180K
|
300
$96.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300+ 410.96% |
$82.3K - $180K
|
373
$120K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 16.68% |
$75.4K - $165K
|
1.92K
$617K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
250+ 21.8% |
$68.6K - $150K
|
1.4K
$448K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
239+ 40.65% |
$65.6K - $143K
|
827
$265K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
237+ 46.93% |
$65K - $142K
|
742
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
228New |
$62.6K - $137K
|
228
$73.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
214+ 50.0% |
$58.7K - $128K
|
642
$206K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
211+ 0.62% |
$57.9K - $126K
|
34.1K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
207+ 22.8% |
$56.8K - $124K
|
1.12K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
200New |
$54.9K - $120K
|
200
$64.1K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
200+ 12.5% |
$54.9K - $120K
|
1.8K
$577K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
200New |
$54.9K - $120K
|
200
$64.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
195+ 26.97% |
$53.5K - $117K
|
918
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
169+ 3.78% |
$46.4K - $101K
|
4.64K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
167+ 12.37% |
$45.8K - $100K
|
1.52K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
166+ 8.79% |
$45.5K - $99.5K
|
2.06K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
162+ 10.66% |
$44.4K - $97.1K
|
1.68K
$539K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
160New |
$43.9K - $95.9K
|
160
$51.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
154New |
$42.2K - $92.3K
|
154
$49.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
150+ 16.34% |
$41.2K - $89.9K
|
1.07K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
145+ 3.94% |
$39.8K - $86.9K
|
3.82K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
139+ 10.17% |
$38.1K - $83.3K
|
1.51K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
130+ 14.94% |
$35.7K - $77.9K
|
1K
$321K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
115+ 18.49% |
$31.6K - $68.9K
|
737
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
114+ 95.0% |
$31.3K - $68.3K
|
234
$75K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
114+ 13.59% |
$31.3K - $68.3K
|
953
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
113+ 6.83% |
$31K - $67.7K
|
1.77K
$567K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
110New |
$30.2K - $65.9K
|
110
$35.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
110+ 11.74% |
$30.2K - $65.9K
|
1.05K
$336K
|
|