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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
56+ 0.21% |
$27.2K - $35K
|
26.6K
$14.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56+ 7.49% |
$27.2K - $35K
|
804
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
54+ 1.44% |
$26.2K - $33.8K
|
3.8K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
54+ 2.52% |
$26.2K - $33.8K
|
2.2K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
53+ 4.59% |
$25.7K - $33.1K
|
1.21K
$662K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
52+ 1.92% |
$25.2K - $32.5K
|
2.77K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
51New |
$24.8K - $31.9K
|
51
$28K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
51+ 3.2% |
$24.8K - $31.9K
|
1.65K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
51+ 6.2% |
$24.8K - $31.9K
|
874
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 2.32% |
$24.8K - $31.9K
|
2.25K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
50+ 1.57% |
$24.3K - $31.3K
|
3.24K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
50+ 0.44% |
$24.3K - $31.3K
|
11.5K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
48+ 12.15% |
$23.3K - $30K
|
443
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
48+ 0.34% |
$23.3K - $30K
|
14.1K
$7.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 6.65% |
$23.3K - $30K
|
770
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 2.33% |
$22.8K - $29.4K
|
2.06K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
46+ 5.15% |
$22.3K - $28.8K
|
939
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
46+ 0.23% |
$22.3K - $28.8K
|
20.2K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
45+ 5.09% |
$21.8K - $28.1K
|
929
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
44+ 9.73% |
$21.4K - $27.5K
|
496
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
44+ 0.24% |
$21.4K - $27.5K
|
18.6K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
44+ 7.05% |
$21.4K - $27.5K
|
668
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
43+ 1.66% |
$20.9K - $26.9K
|
2.63K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
43+ 1.31% |
$20.9K - $26.9K
|
3.32K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
42+ 0.52% |
$20.4K - $26.3K
|
8.06K
$4.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
41+ 1.01% |
$19.9K - $25.6K
|
4.1K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
41+ 6.86% |
$19.9K - $25.6K
|
639
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
40+ 2.59% |
$19.4K - $25K
|
1.58K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
40+ 5.7% |
$19.4K - $25K
|
742
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
40+ 3.64% |
$19.4K - $25K
|
1.14K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
39New |
$18.9K - $24.4K
|
39
$21.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
39+ 1.97% |
$18.9K - $24.4K
|
2.02K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
39+ 0.44% |
$18.9K - $24.4K
|
8.83K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
38+ 6.54% |
$18.4K - $23.8K
|
619
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37+ 0.86% |
$18K - $23.1K
|
4.35K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
37+ 6.45% |
$18K - $23.1K
|
611
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
37+ 8.06% |
$18K - $23.1K
|
496
$272K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 0.97% |
$18K - $23.1K
|
3.85K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
36+ 0.89% |
$17.5K - $22.5K
|
4.1K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
36+ 0.22% |
$17.5K - $22.5K
|
16.3K
$8.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
35+ 0.49% |
$17K - $21.9K
|
7.23K
$3.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
35+ 3.33% |
$17K - $21.9K
|
1.09K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
34+ 3.47% |
$16.5K - $21.3K
|
1.02K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
34+ 7.8% |
$16.5K - $21.3K
|
470
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
33+ 0.24% |
$16K - $20.6K
|
13.7K
$7.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
33+ 8.8% |
$16K - $20.6K
|
408
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
33New |
$16K - $20.6K
|
33
$18.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 4.87% |
$15.5K - $20K
|
689
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
32+ 4.41% |
$15.5K - $20K
|
758
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
32+ 0.77% |
$15.5K - $20K
|
4.19K
$2.3M
|