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 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.43% |
$2.91K - $3.75K
|
1.4K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 1.17% |
$2.91K - $3.75K
|
517
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6+ 1.21% |
$2.91K - $3.75K
|
501
$264K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
6+ 0.61% |
$2.91K - $3.75K
|
982
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.05% |
$2.43K - $3.13K
|
11K
$5.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.75% |
$2.43K - $3.13K
|
675
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5+ 0.32% |
$2.43K - $3.13K
|
1.59K
$837K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.16% |
$2.43K - $3.13K
|
3.13K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5+ 2.75% |
$2.43K - $3.13K
|
187
$98.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5+ 0.73% |
$2.43K - $3.13K
|
687
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5+ 1.2% |
$2.43K - $3.13K
|
420
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.46% |
$2.43K - $3.13K
|
1.09K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.17% |
$2.43K - $3.13K
|
2.96K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$2.43K - $3.13K
|
5
$2.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5+ 1.02% |
$2.43K - $3.13K
|
494
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.68% |
$1.94K - $2.5K
|
595
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.52% |
$1.94K - $2.5K
|
780
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.54% |
$1.94K - $2.5K
|
742
$391K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.47% |
$1.94K - $2.5K
|
855
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$1.94K - $2.5K
|
1K
$529K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4+ 0.9% |
$1.94K - $2.5K
|
448
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.66K
$876K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4+ 0.78% |
$1.94K - $2.5K
|
514
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.47% |
$1.94K - $2.5K
|
857
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 0.37% |
$1.94K - $2.5K
|
1.09K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
4+ 0.29% |
$1.94K - $2.5K
|
1.37K
$720K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.32% |
$1.94K - $2.5K
|
1.25K
$659K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
4+ 0.81% |
$1.94K - $2.5K
|
496
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.38% |
$1.46K - $1.88K
|
801
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.1% |
$1.46K - $1.88K
|
3.07K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.13% |
$1.46K - $1.88K
|
268
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3+ 0.32% |
$1.46K - $1.88K
|
928
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.34% |
$1.46K - $1.88K
|
892
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$1.46K - $1.88K
|
11.7K
$6.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$1.46K - $1.88K
|
1.22K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$1.46K - $1.88K
|
555
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
3+ 0.34% |
$1.46K - $1.88K
|
894
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3+ 0.35% |
$1.46K - $1.88K
|
871
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
3+ 0.46% |
$1.46K - $1.88K
|
662
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2+ 0.36% |
$971 - $1.25K
|
557
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.5% |
$971 - $1.25K
|
399
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$971 - $1.25K
|
247
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.43% |
$971 - $1.25K
|
467
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 8.7% |
$971 - $1.25K
|
25
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2+ 0.48% |
$971 - $1.25K
|
420
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
631
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.44% |
$971 - $1.25K
|
453
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
2+ 0.29% |
$971 - $1.25K
|
690
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.36% |
$971 - $1.25K
|
565
$298K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
629
$332K
|