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 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
84+ 12.05% |
$40.8K - $52.5K
|
781
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
84+ 2.0% |
$40.8K - $52.5K
|
4.29K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
84+ 0.03% |
$40.8K - $52.5K
|
248K
$136M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
81+ 0.76% |
$39.3K - $50.6K
|
10.7K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
80+ 3.66% |
$38.8K - $50K
|
2.27K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80+ 5.54% |
$38.8K - $50K
|
1.53K
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
79+ 2.51% |
$38.4K - $49.4K
|
3.23K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
79+ 19.17% |
$38.4K - $49.4K
|
491
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
78+ 5.58% |
$37.9K - $48.8K
|
1.48K
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
78+ 1.65% |
$37.9K - $48.8K
|
4.81K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
77+ 4.54% |
$37.4K - $48.1K
|
1.77K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
75+ 0.87% |
$36.4K - $46.9K
|
8.74K
$4.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.45% |
$35.4K - $45.6K
|
2.19K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
72+ 6.71% |
$35K - $45K
|
1.15K
$628K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
71+ 3.72% |
$34.5K - $44.4K
|
1.98K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
71+ 2.25% |
$34.5K - $44.4K
|
3.22K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
71+ 8.45% |
$34.5K - $44.4K
|
911
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.17% |
$34K - $43.8K
|
833
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$34K - $43.8K
|
70
$38.4K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
70+ 127.27% |
$34K - $43.8K
|
125
$68.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 2.01% |
$33K - $42.5K
|
3.45K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
68+ 3.52% |
$33K - $42.5K
|
2K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
68+ 8.96% |
$33K - $42.5K
|
827
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
66+ 0.03% |
$32K - $41.3K
|
236K
$129M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
66+ 6.7% |
$32K - $41.3K
|
1.05K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
65+ 0.83% |
$31.6K - $40.6K
|
7.93K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 3.13% |
$31.6K - $40.6K
|
2.14K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
65+ 5.48% |
$31.6K - $40.6K
|
1.25K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
65+ 19.52% |
$31.6K - $40.6K
|
398
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
64+ 5.34% |
$31.1K - $40K
|
1.26K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
63+ 1.72% |
$30.6K - $39.4K
|
3.73K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63+ 5.93% |
$30.6K - $39.4K
|
1.13K
$617K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 5.92% |
$30.6K - $39.4K
|
1.13K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
62+ 155.0% |
$30.1K - $38.8K
|
102
$55.9K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
61+ 9.21% |
$29.6K - $38.1K
|
723
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
61+ 3.24% |
$29.6K - $38.1K
|
1.94K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
61+ 0.81% |
$29.6K - $38.1K
|
7.61K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
61+ 14.49% |
$29.6K - $38.1K
|
482
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
60+ 12.35% |
$29.1K - $37.5K
|
546
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
60+ 3.0% |
$29.1K - $37.5K
|
2.06K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
60+ 1.51% |
$29.1K - $37.5K
|
4.03K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
60+ 1.78% |
$29.1K - $37.5K
|
3.43K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
60New |
$29.1K - $37.5K
|
60
$32.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
60+ 2.13% |
$29.1K - $37.5K
|
2.87K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
60+ 0.83% |
$29.1K - $37.5K
|
7.25K
$3.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
59+ 2.19% |
$28.6K - $36.9K
|
2.76K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
58+ 12.01% |
$28.2K - $36.3K
|
541
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
58+ 9.34% |
$28.2K - $36.3K
|
679
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
57+ 0.95% |
$27.7K - $35.6K
|
6.04K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
57+ 3.53% |
$27.7K - $35.6K
|
1.67K
$918K
|