Latest Institutional Purchases of Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 07, 2025 Q1 2025
Concentrum Wealth Management

BUY
 -
751
New
$347K - $412K
751 $241K
Apr 08, 2025 Q1 2025
S.E.E.D. Planning Group LLC

BUY
 -
748
+ 7.0%
$345K - $410K
11.4K $3.66M
May 15, 2025 Q1 2025
L1 Capital International Pty LTD

Sydney Nsw 2000, C3
BUY
 -
738
+ 2.55%
$341K - $405K
29.7K $9.51M
Apr 10, 2025 Q1 2025
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
703
+ 6.88%
$324K - $385K
10.9K $3.5M
Apr 29, 2025 Q1 2025
J Hagan Capital, Inc.

Louisville, KY
BUY
 -
691
New
$319K - $379K
691 $221K
May 15, 2025 Q1 2025
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
679
+ 0.57%
$313K - $372K
119K $38.2M
Apr 08, 2025 Q1 2025
Marion Wealth Management

BUY
 -
656
+ 12.47%
$303K - $360K
5.92K $1.9M
May 08, 2025 Q1 2025
Carl P. Sherr & Co., LLC

BUY
 -
645
New
$298K - $354K
645 $207K
May 08, 2025 Q1 2025
Wooster Corthell Wealth Management, Inc.

BUY
 -
635
New
$293K - $348K
635 $204K
May 08, 2025 Q1 2025
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
629
+ 306.83%
$290K - $345K
834 $267K
May 02, 2025 Q1 2025
Cable Hill Partners, LLC

Portland, OR
BUY
 -
625
+ 29.61%
$288K - $343K
2.74K $877K
Apr 24, 2025 Q1 2025
Financial Insights, Inc.

BUY
 -
590
New
$272K - $323K
590 $189K
May 02, 2025 Q1 2025
Blue Pointe Capital Management, LLC

San Mateo, CA
BUY
 -
587
New
$271K - $322K
587 $188K
Apr 24, 2025 Q1 2025
Hartmann Taylor Wealth Management, LLC

Dallas, TX
BUY
 -
564
New
$260K - $309K
564 $181K
Apr 16, 2025 Q1 2025
Ballew Advisors, Inc

BUY
 -
508
New
$234K - $278K
508 $163K
May 06, 2025 Q1 2025
Forbes J M & CO LLP

BUY
 -
502
+ 2.7%
$232K - $275K
19.1K $6.12M
Apr 16, 2025 Q1 2025
Parkside Investments, LLC

BUY
 -
501
+ 33.92%
$231K - $275K
1.98K $634K
May 08, 2025 Q1 2025
University Of Chicago

Chicago, IL
BUY
 -
500
New
$231K - $274K
500 $160K
May 07, 2025 Q1 2025
Meredith Wealth Planning

Maryville, IL
BUY
 -
493
New
$228K - $270K
493 $158K
May 14, 2025 Q1 2025
Kitching Partners, LLC

Conshohocken, PA
BUY
 -
485
New
$224K - $266K
485 $155K
Jun 05, 2025 Q1 2025
Cim, LLC

BUY
 -
467
+ 1.23%
$216K - $256K
38.5K $12.3M
Apr 30, 2025 Q1 2025
Telos Capital Management, Inc.

BUY
 -
460
+ 3.21%
$212K - $252K
14.8K $4.73M
May 08, 2025 Q1 2025
Wealthquest Corp

Cincinnati, OH
BUY
 -
450
New
$208K - $247K
450 $144K
Apr 22, 2025 Q1 2025
Hwg Holdings LP

Houston, TX
BUY
 -
448
New
$207K - $246K
448 $144K
May 14, 2025 Q1 2025
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
447
New
$206K - $245K
447 $143K
Aug 11, 2025 Q1 2025
Wp Wealth LLP

Fort Worth, TX
BUY
 -
431
New
$199K - $236K
431 $138K
Apr 17, 2025 Q1 2025
Tuttle Capital Management, LLC

BUY
 -
431
+ 68.52%
$199K - $236K
1.06K $340K
Apr 24, 2025 Q1 2025
Tanager Wealth Management LLP

BUY
 -
428
New
$198K - $235K
428 $137K
May 13, 2025 Q1 2025
Fire Capital Management LLC

San Francisco, CA
BUY
 -
427
New
$197K - $234K
427 $137K
May 06, 2025 Q1 2025
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
427
New
$197K - $234K
427 $137K
May 15, 2025 Q1 2025
Heritage Wealth Architects, Inc.

Mendota Heights, MN
BUY
 -
420
New
$194K - $230K
420 $135K
Apr 10, 2025 Q1 2025
Long Run Wealth Advisors, LLC

BUY
 -
413
New
$191K - $226K
413 $132K
Apr 18, 2025 Q1 2025
Cushing Capital Partners, LLC

Delafield, WI
BUY
 -
408
New
$188K - $224K
408 $131K
May 01, 2025 Q1 2025
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
403
New
$186K - $221K
403 $129K
Apr 11, 2025 Q1 2025
Adamsbrown Wealth Consultants LLC

BUY
 -
401
New
$185K - $220K
401 $129K
Apr 08, 2025 Q1 2025
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
395
New
$182K - $217K
395 $127K
May 14, 2025 Q1 2025
Leslie Global Wealth, LLC

Itasca, IL
BUY
 -
393
New
$181K - $215K
393 $126K
Apr 21, 2025 Q1 2025
Golden Road Advisors LLC

Tampa, FL
BUY
 -
393
New
$181K - $215K
393 $126K
May 08, 2025 Q1 2025
Mengis Capital Management, Inc.

BUY
 -
392
New
$181K - $215K
392 $126K
Apr 10, 2025 Q1 2025
Fsa Investment Group, LLC

Pensacola, FL
BUY
 -
392
New
$181K - $215K
392 $126K
May 13, 2025 Q1 2025
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
390
New
$180K - $214K
390 $125K
Apr 24, 2025 Q1 2025
Beacon Financial Advisory LLC

BUY
 -
390
New
$180K - $214K
390 $125K
May 02, 2025 Q1 2025
Sea Bridge Investment Advisors LLC

BUY
 -
389
New
$180K - $213K
389 $125K
May 02, 2025 Q1 2025
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
388
New
$179K - $213K
388 $124K
Apr 17, 2025 Q1 2025
1900 Wealth Management LLC

BUY
 -
388
New
$179K - $213K
388 $124K
Apr 24, 2025 Q1 2025
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
384
New
$177K - $211K
384 $123K
Apr 28, 2025 Q1 2025
Smart Money Group LLC

BUY
 -
383
New
$177K - $210K
383 $123K
Apr 16, 2025 Q1 2025
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
382
New
$176K - $209K
382 $122K
Apr 08, 2025 Q1 2025
Ifg Advisors, LLC

BUY
 -
382
New
$176K - $209K
382 $122K

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