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 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
6New |
$2.77K - $3.29K
|
6
$1.92K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6+ 0.37% |
$2.77K - $3.29K
|
1.65K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 2.29% |
$2.31K - $2.74K
|
223
$71.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
5+ 1.83% |
$2.31K - $2.74K
|
278
$89.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5+ 2.44% |
$2.31K - $2.74K
|
210
$67.3K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.85K - $2.19K
|
1.24K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.26% |
$1.85K - $2.19K
|
1.54K
$493K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.85K - $2.19K
|
4
$1.28K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.74% |
$1.85K - $2.19K
|
541
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.76% |
$1.85K - $2.19K
|
533
$171K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3+ 0.68% |
$1.38K - $1.64K
|
447
$143K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3+ 0.09% |
$1.38K - $1.64K
|
3.45K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.41% |
$1.38K - $1.64K
|
735
$236K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.38% |
$1.38K - $1.64K
|
798
$256K
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2+ 0.46% |
$923 - $1.1K
|
440
$141K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.73% |
$923 - $1.1K
|
276
$88.5K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.43% |
$923 - $1.1K
|
469
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2New |
$923 - $1.1K
|
2
$641
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2+ 0.33% |
$923 - $1.1K
|
603
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2+ 0.47% |
$923 - $1.1K
|
430
$138K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 40.0% |
$923 - $1.1K
|
7
$2.24K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.18% |
$462 - $548
|
545
$175K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.56% |
$462 - $548
|
181
$58K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1+ 0.2% |
$462 - $548
|
513
$164K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.68% |
$462 - $548
|
148
$47.4K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
271K+ 902.52% |
$131M - $169M
|
301K
$96.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
140K+ 2.0% |
$67.9M - $87.4M
|
7.13M
$2.28B
|
|
|
Feb 14, 2025
Q4 2024
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
121KNew |
$58.6M - $75.5M
|
121K
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Diameter Capital Partners LP
New York, NY |
BUY
|
CALL |
120KNew |
$58.3M - $75M
|
120K
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
CALL |
100KNew |
$48.6M - $62.5M
|
100K
$32.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
97.8KNew |
$47.5M - $61.1M
|
97.8K
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
75KNew |
$36.4M - $46.9M
|
75K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
66.7KNew |
$32.4M - $41.7M
|
66.7K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Meridiem Capital Partners LP
Dallas, TX |
BUY
|
- |
45KNew |
$21.9M - $28.2M
|
45K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
43KNew |
$20.9M - $26.9M
|
43K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
40K+ 124.04% |
$19.4M - $25M
|
72.2K
$23.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
37.6KNew |
$18.3M - $23.5M
|
37.6K
$12.1M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.4KNew |
$12.3M - $15.9M
|
25.4K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
24.3K+ 50.08% |
$11.8M - $15.2M
|
72.8K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
20KNew |
$9.71M - $12.5M
|
20K
$6.41M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
14.9K+ 8.97% |
$7.22M - $9.3M
|
181K
$57.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
12.5K+ 4457.86% |
$6.06M - $7.8M
|
12.8K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
CALL |
12.3KNew |
$5.97M - $7.69M
|
12.3K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
11K+ 141.75% |
$5.32M - $6.85M
|
18.7K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
11 Capital Partners LP
New York, NY |
BUY
|
PUT |
10KNew |
$4.86M - $6.25M
|
10K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
9.33KNew |
$4.53M - $5.84M
|
9.33K
$2.99M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
8.64K+ 159.58% |
$4.2M - $5.4M
|
14.1K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
8.64KNew |
$4.19M - $5.4M
|
8.64K
$2.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
7.72K+ 9900.0% |
$3.75M - $4.83M
|
7.8K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
7.12KNew |
$3.46M - $4.45M
|
7.12K
$2.28M
|
|