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 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
162+ 8.64% |
$78.7K - $101K
|
2.04K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
162+ 1.47% |
$78.7K - $101K
|
11.2K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
161+ 3.77% |
$78.2K - $101K
|
4.43K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
160+ 27.4% |
$77.7K - $100K
|
744
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
160+ 1.35% |
$77.7K - $100K
|
12K
$6.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
160+ 34.12% |
$77.7K - $100K
|
629
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
159+ 3.48% |
$77.2K - $99.4K
|
4.73K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
157New |
$76.2K - $98.2K
|
157
$82.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
157+ 0.39% |
$76.2K - $98.2K
|
40.2K
$21.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
156+ 9.83% |
$75.7K - $97.5K
|
1.74K
$919K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
155+ 1.95% |
$75.3K - $96.9K
|
8.11K
$4.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
155+ 14.13% |
$75.3K - $96.9K
|
1.25K
$660K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
154+ 0.04% |
$74.8K - $96.3K
|
380K
$200M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
154+ 0.1% |
$74.8K - $96.3K
|
160K
$84.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
153+ 18.7% |
$74.3K - $95.7K
|
971
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
153+ 2.1% |
$74.3K - $95.7K
|
7.43K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
153+ 1.24% |
$74.3K - $95.7K
|
12.5K
$6.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
152+ 5.84% |
$73.8K - $95K
|
2.76K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
152+ 100.66% |
$73.8K - $95K
|
303
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
151+ 6.34% |
$73.3K - $94.4K
|
2.53K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
151+ 11.07% |
$73.3K - $94.4K
|
1.52K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 3.34% |
$72.8K - $93.8K
|
4.64K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
149+ 0.14% |
$72.3K - $93.2K
|
107K
$56.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
149+ 16.82% |
$72.3K - $93.2K
|
1.04K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 1.22% |
$71.4K - $91.9K
|
12.2K
$6.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
147New |
$71.4K - $91.9K
|
147
$77.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
147+ 8.52% |
$71.4K - $91.9K
|
1.87K
$988K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
147+ 5.71% |
$71.4K - $91.9K
|
2.72K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
147+ 5.55% |
$71.4K - $91.9K
|
2.8K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
146+ 2.33% |
$70.9K - $91.3K
|
6.4K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
146+ 11.92% |
$70.9K - $91.3K
|
1.37K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.85% |
$69.4K - $89.4K
|
3.86K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
143+ 1.68% |
$69.4K - $89.4K
|
8.67K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
143+ 24.49% |
$69.4K - $89.4K
|
727
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
142+ 0.73% |
$68.9K - $88.8K
|
19.5K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
142+ 1.98% |
$68.9K - $88.8K
|
7.32K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
142+ 12.07% |
$68.9K - $88.8K
|
1.32K
$695K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
141+ 0.31% |
$68.5K - $88.2K
|
45.1K
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
141+ 16.36% |
$68.5K - $88.2K
|
1K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140+ 3.41% |
$68K - $87.5K
|
4.25K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
139+ 4.71% |
$67.5K - $86.9K
|
3.09K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
138New |
$67K - $86.3K
|
138
$72.8K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 3.87% |
$67K - $86.3K
|
3.71K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
136+ 0.32% |
$66K - $85K
|
42.6K
$22.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
136+ 5.76% |
$66K - $85K
|
2.5K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
136+ 2.1% |
$66K - $85K
|
6.62K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
136+ 7.31% |
$66K - $85K
|
2K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
136+ 3.73% |
$66K - $85K
|
3.79K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
135New |
$65.5K - $84.4K
|
135
$71.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
135+ 4.6% |
$65.5K - $84.4K
|
3.07K
$1.62M
|