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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
94.8K+ 24.74% |
$46M - $59.3M
|
478K
$249M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.16K+ 14.13% |
$2.99M - $3.85M
|
49.7K
$25.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
3.05K+ 48.41% |
$1.48M - $1.91M
|
9.35K
$4.87M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.34K+ 20.45% |
$1.14M - $1.46M
|
13.8K
$7.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.29K+ 7.61% |
$1.11M - $1.43M
|
32.3K
$16.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.14K+ 8.85% |
$1.04M - $1.34M
|
26.3K
$13.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.41K+ 1.69% |
$683K - $879K
|
84.7K
$44.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.19K+ 17.64% |
$579K - $746K
|
7.96K
$4.14M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.16KNew |
$561K - $722K
|
1.16K
$601K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
900New |
$437K - $563K
|
900
$469K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
647+ 19.1% |
$314K - $405K
|
4.03K
$2.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
647+ 6.36% |
$314K - $405K
|
10.8K
$5.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
563New |
$273K - $352K
|
563
$293K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
366+ 3.7% |
$178K - $229K
|
10.3K
$5.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 36.1% |
$177K - $228K
|
1.38K
$716K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
356+ 2.47% |
$173K - $223K
|
14.7K
$7.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
338+ 11.41% |
$164K - $211K
|
3.3K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
273+ 14.63% |
$133K - $171K
|
2.14K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
257+ 13.78% |
$125K - $161K
|
2.12K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
136+ 3.73% |
$66K - $85K
|
3.79K
$1.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
121+ 16.05% |
$58.7K - $75.7K
|
875
$456K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
117+ 16.69% |
$56.8K - $73.2K
|
818
$426K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
107+ 115.05% |
$52K - $66.9K
|
200
$104K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 4.31% |
$48.6K - $62.5K
|
2.42K
$1.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
68+ 8.96% |
$33K - $42.5K
|
827
$431K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
59+ 2.19% |
$28.6K - $36.9K
|
2.76K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56+ 7.49% |
$27.2K - $35K
|
804
$419K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 0.97% |
$18K - $23.1K
|
3.85K
$2M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
30New |
$14.6K - $18.8K
|
30
$15.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 24.07% |
$12.6K - $16.3K
|
134
$69.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 32.08% |
$8.25K - $10.6K
|
70
$36.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 1.02% |
$4.86K - $6.25K
|
994
$518K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 1.53% |
$3.4K - $4.38K
|
466
$243K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
6+ 0.61% |
$2.91K - $3.75K
|
982
$511K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.32% |
$1.94K - $2.5K
|
1.25K
$651K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
4+ 0.81% |
$1.94K - $2.5K
|
496
$258K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
629
$328K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
3.72MNew |
$1.81B - $2.25B
|
3.72M
$1.94B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2M+ 8.22% |
$977M - $1.21B
|
26.4M
$13.7B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.39M+ 10.44% |
$678M - $840M
|
14.7M
$7.66B
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.2M+ 38.44% |
$587M - $727M
|
4.33M
$2.26B
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.15M+ 29.15% |
$559M - $693M
|
5.08M
$2.64B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 15.58% |
$509M - $630M
|
7.74M
$4.03B
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.01M+ 1.2% |
$491M - $607M
|
85M
$44.2B
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
806K+ 21.37% |
$393M - $487M
|
4.58M
$2.38B
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
802K+ 15.07% |
$391M - $484M
|
6.12M
$3.19B
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
742K+ 56.28% |
$362M - $448M
|
2.06M
$1.07B
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
680K+ 16.48% |
$332M - $411M
|
4.81M
$2.5B
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
591KNew |
$288M - $357M
|
591K
$308M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
587K+ 33.09% |
$287M - $355M
|
2.36M
$1.23B
|
|