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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
109New |
$29.9K - $65.3K
|
109
$34.9K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
104+ 0.97% |
$28.5K - $62.3K
|
10.8K
$3.46M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
100+ 7.92% |
$27.4K - $59.9K
|
1.36K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
95+ 1.75% |
$26.1K - $56.9K
|
5.52K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
94New |
$25.8K - $56.4K
|
94
$30.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
84+ 24.07% |
$23K - $50.4K
|
433
$139K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
81+ 10.0% |
$22.2K - $48.6K
|
891
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
80New |
$21.9K - $48K
|
80
$25.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
80+ 1.76% |
$21.9K - $48K
|
4.64K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
75+ 0.9% |
$20.6K - $45K
|
8.37K
$2.68M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
74+ 10.57% |
$20.3K - $44.4K
|
774
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
74+ 12.23% |
$20.3K - $44.4K
|
679
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
67+ 4.18% |
$18.4K - $40.2K
|
1.67K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
65New |
$17.8K - $39K
|
65
$20.8K
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
57+ 98.28% |
$15.6K - $34.2K
|
115
$36.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
57+ 64.04% |
$15.6K - $34.2K
|
146
$46.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
54New |
$14.8K - $32.4K
|
54
$17.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$14K - $30.6K
|
51
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
50+ 26.18% |
$13.7K - $30K
|
241
$77.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
49+ 288.24% |
$13.4K - $29.4K
|
66
$21.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
47+ 12.3% |
$12.9K - $28.2K
|
429
$138K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44+ 9.98% |
$12.1K - $26.4K
|
485
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
43+ 69.35% |
$11.8K - $25.8K
|
105
$33.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
42New |
$11.5K - $25.2K
|
42
$13.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 2.04% |
$11.5K - $25.2K
|
2.1K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 1.28% |
$11.2K - $24.6K
|
3.24K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
39New |
$10.7K - $23.4K
|
39
$12.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38+ 2.55% |
$10.4K - $22.8K
|
1.53K
$490K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
38New |
$10.4K - $22.8K
|
38
$12.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
37+ 5.77% |
$10.2K - $22.2K
|
678
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
36+ 4.47% |
$9.88K - $21.6K
|
841
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
32+ 9.12% |
$8.78K - $19.2K
|
383
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31+ 4.64% |
$8.5K - $18.6K
|
699
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
29+ 2900.0% |
$7.96K - $17.4K
|
30
$9.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25+ 5.42% |
$6.86K - $15K
|
486
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$6.86K - $15K
|
4.92K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$6.31K - $13.8K
|
23
$7.37K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
23+ 1.43% |
$6.31K - $13.8K
|
1.64K
$525K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
17+ 4.93% |
$4.66K - $10.2K
|
362
$116K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15+ 1.82% |
$4.12K - $8.99K
|
838
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 38.71% |
$3.29K - $7.19K
|
43
$13.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12+ 0.17% |
$3.29K - $7.19K
|
6.99K
$2.24M
|
|