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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
60+ 0.54% |
$29.1K - $37.5K
|
11.3K
$5.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
60+ 10.51% |
$29.1K - $37.5K
|
631
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
60+ 12.35% |
$29.1K - $37.5K
|
546
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
60+ 3.0% |
$29.1K - $37.5K
|
2.06K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
60+ 1.51% |
$29.1K - $37.5K
|
4.03K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
60+ 1.78% |
$29.1K - $37.5K
|
3.43K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
60New |
$29.1K - $37.5K
|
60
$31.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
60+ 2.13% |
$29.1K - $37.5K
|
2.87K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
60+ 0.83% |
$29.1K - $37.5K
|
7.25K
$3.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
59+ 2.19% |
$28.6K - $36.9K
|
2.76K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
58+ 12.01% |
$28.2K - $36.3K
|
541
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
58+ 9.34% |
$28.2K - $36.3K
|
679
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
57+ 2.35% |
$27.7K - $35.6K
|
2.48K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
57+ 2.46% |
$27.7K - $35.6K
|
2.38K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
57+ 0.95% |
$27.7K - $35.6K
|
6.04K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
57+ 3.53% |
$27.7K - $35.6K
|
1.67K
$882K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 6.87% |
$27.2K - $35K
|
871
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
56+ 0.21% |
$27.2K - $35K
|
26.6K
$14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56+ 7.49% |
$27.2K - $35K
|
804
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
54+ 1.44% |
$26.2K - $33.8K
|
3.8K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
54+ 2.52% |
$26.2K - $33.8K
|
2.2K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
53+ 4.59% |
$25.7K - $33.1K
|
1.21K
$637K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
52+ 1.92% |
$25.2K - $32.5K
|
2.77K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
51+ 4.18% |
$24.8K - $31.9K
|
1.27K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
51New |
$24.8K - $31.9K
|
51
$26.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
51+ 3.2% |
$24.8K - $31.9K
|
1.65K
$868K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
51+ 6.2% |
$24.8K - $31.9K
|
874
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 2.32% |
$24.8K - $31.9K
|
2.25K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$24.3K - $31.3K
|
50
$26.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
50+ 11.57% |
$24.3K - $31.3K
|
482
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
50+ 1.57% |
$24.3K - $31.3K
|
3.24K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
50+ 0.44% |
$24.3K - $31.3K
|
11.5K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
48+ 12.15% |
$23.3K - $30K
|
443
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
48+ 0.34% |
$23.3K - $30K
|
14.1K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 6.65% |
$23.3K - $30K
|
770
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
47+ 9.29% |
$22.8K - $29.4K
|
553
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
47New |
$22.8K - $29.4K
|
47
$24.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 2.33% |
$22.8K - $29.4K
|
2.06K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 7.53% |
$22.3K - $28.8K
|
657
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
46+ 5.15% |
$22.3K - $28.8K
|
939
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
46+ 0.23% |
$22.3K - $28.8K
|
20.2K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 2.73% |
$21.8K - $28.1K
|
1.69K
$892K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
45+ 5.09% |
$21.8K - $28.1K
|
929
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
44+ 9.73% |
$21.4K - $27.5K
|
496
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
44+ 0.24% |
$21.4K - $27.5K
|
18.6K
$9.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
44+ 7.05% |
$21.4K - $27.5K
|
668
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
43+ 1.66% |
$20.9K - $26.9K
|
2.63K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
43+ 1.31% |
$20.9K - $26.9K
|
3.32K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
42+ 8.35% |
$20.4K - $26.3K
|
545
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
42+ 0.52% |
$20.4K - $26.3K
|
8.06K
$4.25M
|