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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
600K+ 96.05% |
$277M - $329M
|
1.22M
$718M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
376K+ 53.47% |
$173M - $206M
|
1.08M
$633M
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
28K+ 5.32% |
$12.9M - $15.4M
|
554K
$325M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
18KNew |
$8.31M - $9.87M
|
18K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17.5KNew |
$8.06M - $9.57M
|
17.5K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
14K+ 14.39% |
$6.44M - $7.65M
|
111K
$65.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.8K+ 5.93% |
$5.46M - $6.49M
|
211K
$124M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.82K+ 71127.27% |
$3.61M - $4.29M
|
7.84K
$4.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
7.33KNew |
$3.38M - $4.02M
|
7.33K
$4.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.78K+ 39.11% |
$2.67M - $3.17M
|
20.6K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.71K+ 52.63% |
$2.64M - $3.13M
|
16.6K
$9.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.66K+ 252.12% |
$2.61M - $3.1M
|
7.9K
$4.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.18K+ 73.49% |
$2.39M - $2.84M
|
12.2K
$7.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.02K+ 9.2% |
$2.32M - $2.75M
|
59.6K
$35M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.99K+ 35.92% |
$2.3M - $2.74M
|
18.9K
$11.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.66K+ 78.95% |
$2.15M - $2.56M
|
10.6K
$6.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.92K+ 52.77% |
$1.81M - $2.15M
|
11.3K
$6.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.66K+ 257.78% |
$1.69M - $2.01M
|
5.08K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.4K+ 16.95% |
$1.57M - $1.86M
|
23.5K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 23.94% |
$1.39M - $1.65M
|
15.6K
$9.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.72K+ 103.9% |
$1.25M - $1.49M
|
5.33K
$3.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.51K+ 63.16% |
$1.16M - $1.37M
|
6.47K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$1.12M - $1.33M
|
2.43K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.29K+ 25.16% |
$1.06M - $1.26M
|
11.4K
$6.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.12K+ 11.14% |
$980K - $1.16M
|
21.2K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
2.1K+ 10.4% |
$969K - $1.15M
|
22.3K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.06KNew |
$952K - $1.13M
|
2.06K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2K+ 10.82% |
$922K - $1.09M
|
20.5K
$12M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 17.98% |
$920K - $1.09M
|
13.1K
$7.68M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.92K+ 4.99% |
$888K - $1.05M
|
40.4K
$23.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.88K+ 8.35% |
$865K - $1.03M
|
24.3K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.8K+ 5.61% |
$832K - $988K
|
33.9K
$19.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.74K+ 201.15% |
$804K - $955K
|
2.61K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.68K+ 0.83% |
$774K - $919K
|
204K
$120M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
1.45K+ 6.44% |
$670K - $796K
|
24K
$14.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.44K+ 30.89% |
$664K - $789K
|
6.1K
$3.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 9.91% |
$615K - $730K
|
14.8K
$8.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 25.09% |
$591K - $702K
|
6.38K
$3.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.25K+ 17.33% |
$576K - $684K
|
8.45K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16KNew |
$537K - $638K
|
1.16K
$683K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 5.97% |
$532K - $632K
|
20.5K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.14K+ 1.05% |
$526K - $624K
|
110K
$64.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.03K+ 1.21% |
$474K - $563K
|
85.7K
$50.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 3.63% |
$463K - $550K
|
28.7K
$16.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
858+ 20.84% |
$396K - $470K
|
4.98K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
857+ 5.92% |
$396K - $470K
|
15.3K
$9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
828+ 2.58% |
$382K - $454K
|
32.9K
$19.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
757+ 16.96% |
$349K - $415K
|
5.22K
$3.07M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
748+ 7.0% |
$345K - $410K
|
11.4K
$6.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
734+ 1.93% |
$339K - $402K
|
38.7K
$22.7M
|