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 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123+ 12.05% |
$59.7K - $76.9K
|
1.14K
$627K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
122+ 8.04% |
$59.2K - $76.3K
|
1.64K
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
122+ 23.69% |
$59.2K - $76.3K
|
637
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
121+ 5.26% |
$58.7K - $75.7K
|
2.42K
$1.33M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
121+ 16.05% |
$58.7K - $75.7K
|
875
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
120+ 9.5% |
$58.3K - $75K
|
1.38K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
120New |
$58.3K - $75K
|
120
$65.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
119+ 19.26% |
$57.8K - $74.4K
|
737
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
118+ 28.92% |
$57.3K - $73.8K
|
526
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 2.39% |
$56.8K - $73.2K
|
5.01K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
117+ 4.42% |
$56.8K - $73.2K
|
2.77K
$1.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
117+ 16.69% |
$56.8K - $73.2K
|
818
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
115+ 11.76% |
$55.8K - $71.9K
|
1.09K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
114+ 4.97% |
$55.3K - $71.3K
|
2.41K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
113+ 27.7% |
$54.9K - $70.7K
|
521
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
113+ 4.19% |
$54.9K - $70.7K
|
2.81K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
110+ 17.05% |
$53.4K - $68.8K
|
755
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
109+ 4.01% |
$52.9K - $68.2K
|
2.83K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
109+ 27.74% |
$52.9K - $68.2K
|
502
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
109+ 22.47% |
$52.9K - $68.2K
|
594
$326K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
107+ 115.05% |
$52K - $66.9K
|
200
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
105+ 4.03% |
$51K - $65.7K
|
2.71K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
103+ 0.96% |
$50K - $64.4K
|
10.9K
$5.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
102+ 0.72% |
$49.5K - $63.8K
|
14.3K
$7.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 2.99% |
$49.5K - $63.8K
|
3.52K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
102+ 2.86% |
$49.5K - $63.8K
|
3.67K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
101+ 10.2% |
$49K - $63.2K
|
1.09K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
101+ 27.82% |
$49K - $63.2K
|
464
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
101+ 2.03% |
$49K - $63.2K
|
5.07K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
100+ 14.29% |
$48.6K - $62.5K
|
800
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
100+ 4.98% |
$48.6K - $62.5K
|
2.11K
$1.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 4.31% |
$48.6K - $62.5K
|
2.42K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
99+ 14.73% |
$48.1K - $61.9K
|
771
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
97+ 2.07% |
$47.1K - $60.6K
|
4.79K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95+ 863.64% |
$46.1K - $59.4K
|
106
$58.1K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
94+ 11.28% |
$45.6K - $58.8K
|
927
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
93+ 2.5% |
$45.2K - $58.1K
|
3.81K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 1.38% |
$45.2K - $58.1K
|
6.86K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
91+ 4.3% |
$44.2K - $56.9K
|
2.21K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
91+ 6.87% |
$44.2K - $56.9K
|
1.42K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
89+ 1.65% |
$43.2K - $55.6K
|
5.48K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
88+ 13.88% |
$42.7K - $55K
|
722
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
88+ 11.04% |
$42.7K - $55K
|
885
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
88+ 7.52% |
$42.7K - $55K
|
1.26K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
87+ 21.75% |
$42.2K - $54.4K
|
487
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
86+ 2.34% |
$41.8K - $53.8K
|
3.76K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
86+ 0.97% |
$41.8K - $53.8K
|
8.94K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
86+ 0.4% |
$41.8K - $53.8K
|
21.8K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
85+ 0.31% |
$41.3K - $53.1K
|
27.8K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
84+ 2.21% |
$40.8K - $52.5K
|
3.89K
$2.13M
|