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 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14+ 1.89% |
$6.8K - $8.75K
|
756
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$6.8K - $8.75K
|
447
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
14+ 1.36% |
$6.8K - $8.75K
|
1.05K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 2.68% |
$6.31K - $8.13K
|
498
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.55% |
$6.31K - $8.13K
|
854
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13+ 2.23% |
$6.31K - $8.13K
|
596
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 1.16% |
$6.31K - $8.13K
|
1.14K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 0.62% |
$6.31K - $8.13K
|
2.1K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 1.66% |
$6.31K - $8.13K
|
796
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 1.92% |
$6.31K - $8.13K
|
690
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
12New |
$5.83K - $7.5K
|
12
$6.32K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 3.76% |
$5.83K - $7.5K
|
331
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12+ 1.05% |
$5.83K - $7.5K
|
1.16K
$610K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
12+ 1.45% |
$5.83K - $7.5K
|
837
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.16% |
$5.34K - $6.88K
|
956
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$5.34K - $6.88K
|
11
$5.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.68% |
$5.34K - $6.88K
|
1.64K
$862K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
11+ 0.7% |
$5.34K - $6.88K
|
1.57K
$829K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.31% |
$5.34K - $6.88K
|
3.51K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
11+ 2.2% |
$5.34K - $6.88K
|
510
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11+ 0.98% |
$5.34K - $6.88K
|
1.14K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 1.15% |
$5.34K - $6.88K
|
964
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 3.15% |
$4.86K - $6.25K
|
327
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10+ 1.23% |
$4.86K - $6.25K
|
826
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
10+ 1.18% |
$4.86K - $6.25K
|
855
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
10+ 0.85% |
$4.86K - $6.25K
|
1.18K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
10+ 0.51% |
$4.86K - $6.25K
|
1.96K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.27% |
$4.86K - $6.25K
|
3.72K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
10+ 1.31% |
$4.86K - $6.25K
|
775
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
10+ 1.22% |
$4.86K - $6.25K
|
829
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
10+ 0.08% |
$4.86K - $6.25K
|
12K
$6.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 1.02% |
$4.86K - $6.25K
|
994
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9+ 0.96% |
$4.37K - $5.63K
|
948
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.25% |
$4.37K - $5.63K
|
3.58K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.85% |
$4.37K - $5.63K
|
1.07K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.58% |
$4.37K - $5.63K
|
1.56K
$824K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 1.02% |
$4.37K - $5.63K
|
891
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
9+ 2.05% |
$4.37K - $5.63K
|
447
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9+ 1.1% |
$4.37K - $5.63K
|
829
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.3% |
$4.37K - $5.63K
|
3.02K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.24% |
$3.88K - $5K
|
3.39K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 5.19% |
$3.88K - $5K
|
162
$85.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 0.28% |
$3.88K - $5K
|
2.9K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.21% |
$3.88K - $5K
|
3.85K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8+ 0.5% |
$3.88K - $5K
|
1.61K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8+ 0.99% |
$3.88K - $5K
|
815
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7New |
$3.4K - $4.38K
|
7
$3.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.39% |
$3.4K - $4.38K
|
1.8K
$948K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 1.53% |
$3.4K - $4.38K
|
466
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.53% |
$2.91K - $3.75K
|
1.13K
$597K
|