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 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
84+ 0.03% |
$40.8K - $52.5K
|
248K
$131M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
81+ 0.53% |
$39.3K - $50.6K
|
15.5K
$8.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
81+ 3.03% |
$39.3K - $50.6K
|
2.76K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
81+ 0.76% |
$39.3K - $50.6K
|
10.7K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
80New |
$38.8K - $50K
|
80
$42.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 0.47% |
$38.8K - $50K
|
17K
$8.98M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
80+ 2.73% |
$38.8K - $50K
|
3.01K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
80+ 3.66% |
$38.8K - $50K
|
2.27K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80+ 5.54% |
$38.8K - $50K
|
1.53K
$804K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
79+ 2.51% |
$38.4K - $49.4K
|
3.23K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
79+ 19.17% |
$38.4K - $49.4K
|
491
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
78+ 5.58% |
$37.9K - $48.8K
|
1.48K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
78+ 1.65% |
$37.9K - $48.8K
|
4.81K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
77+ 4.54% |
$37.4K - $48.1K
|
1.77K
$934K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
75+ 0.87% |
$36.4K - $46.9K
|
8.74K
$4.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.45% |
$35.4K - $45.6K
|
2.19K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
72+ 0.72% |
$35K - $45K
|
10.1K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
72+ 6.71% |
$35K - $45K
|
1.15K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
71+ 3.72% |
$34.5K - $44.4K
|
1.98K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
71+ 2.25% |
$34.5K - $44.4K
|
3.22K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
71+ 8.45% |
$34.5K - $44.4K
|
911
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
70+ 166.67% |
$34K - $43.8K
|
112
$59K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.17% |
$34K - $43.8K
|
833
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$34K - $43.8K
|
70
$36.9K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
70+ 127.27% |
$34K - $43.8K
|
125
$65.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
68+ 6.36% |
$33K - $42.5K
|
1.14K
$600K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 2.01% |
$33K - $42.5K
|
3.45K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
68+ 3.52% |
$33K - $42.5K
|
2K
$1.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
68+ 8.96% |
$33K - $42.5K
|
827
$436K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
67+ 1.53% |
$32.5K - $41.9K
|
4.44K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
66+ 0.03% |
$32K - $41.3K
|
236K
$124M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
66+ 6.7% |
$32K - $41.3K
|
1.05K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
65+ 16.93% |
$31.6K - $40.6K
|
449
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
65+ 0.83% |
$31.6K - $40.6K
|
7.93K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 3.13% |
$31.6K - $40.6K
|
2.14K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
65+ 5.48% |
$31.6K - $40.6K
|
1.25K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
65+ 19.52% |
$31.6K - $40.6K
|
398
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
64+ 12.7% |
$31.1K - $40K
|
568
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
64+ 0.01% |
$31.1K - $40K
|
1.12M
$590M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
64+ 5.34% |
$31.1K - $40K
|
1.26K
$666K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
63New |
$30.6K - $39.4K
|
63
$33.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
63+ 1.72% |
$30.6K - $39.4K
|
3.73K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63+ 5.93% |
$30.6K - $39.4K
|
1.13K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 5.92% |
$30.6K - $39.4K
|
1.13K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
62+ 5.98% |
$30.1K - $38.8K
|
1.1K
$579K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
62+ 155.0% |
$30.1K - $38.8K
|
102
$53.8K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
61+ 9.21% |
$29.6K - $38.1K
|
723
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
61+ 3.24% |
$29.6K - $38.1K
|
1.94K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
61+ 0.81% |
$29.6K - $38.1K
|
7.61K
$4.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
61+ 14.49% |
$29.6K - $38.1K
|
482
$254K
|