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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.44K+ 30.89% |
$664K - $789K
|
6.1K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.43K+ 1.88% |
$658K - $781K
|
77K
$35M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 9.91% |
$615K - $730K
|
14.8K
$6.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 25.09% |
$591K - $702K
|
6.38K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.26KNew |
$582K - $692K
|
1.26K
$573K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.25K+ 17.33% |
$576K - $684K
|
8.45K
$3.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.24K+ 21.85% |
$572K - $680K
|
6.92K
$3.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
1.19K+ 1.5% |
$549K - $652K
|
80.6K
$36.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16KNew |
$537K - $638K
|
1.16K
$529K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 5.97% |
$532K - $632K
|
20.5K
$9.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.14K+ 1.05% |
$526K - $624K
|
110K
$49.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.03K+ 1.21% |
$474K - $563K
|
85.7K
$38.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 3.63% |
$463K - $550K
|
28.7K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
973+ 4.67% |
$449K - $533K
|
21.8K
$9.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
930+ 49.02% |
$429K - $510K
|
2.83K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
858+ 20.84% |
$396K - $470K
|
4.98K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
857+ 5.92% |
$396K - $470K
|
15.3K
$6.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
848+ 5.75% |
$391K - $465K
|
15.6K
$7.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
828+ 2.58% |
$382K - $454K
|
32.9K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
767+ 12.17% |
$354K - $420K
|
7.07K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
757+ 16.96% |
$349K - $415K
|
5.22K
$2.37M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
748+ 7.0% |
$345K - $410K
|
11.4K
$5.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
734+ 1.93% |
$339K - $402K
|
38.7K
$17.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
722+ 106.02% |
$333K - $396K
|
1.4K
$637K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
703+ 6.88% |
$324K - $385K
|
10.9K
$4.96M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
699+ 35.13% |
$323K - $383K
|
2.69K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
684+ 1.17% |
$316K - $375K
|
59.2K
$26.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
673+ 48.91% |
$311K - $369K
|
2.05K
$930K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
664+ 11.41% |
$306K - $364K
|
6.48K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
663+ 23.04% |
$306K - $363K
|
3.54K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
656+ 12.47% |
$303K - $360K
|
5.92K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
646+ 11.87% |
$298K - $354K
|
6.09K
$2.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
630+ 16.01% |
$291K - $345K
|
4.57K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
628+ 13.55% |
$290K - $344K
|
5.26K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
621+ 2.02% |
$287K - $340K
|
31.3K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
598+ 7.86% |
$276K - $328K
|
8.21K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
572+ 31.81% |
$264K - $314K
|
2.37K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
565+ 71.97% |
$261K - $310K
|
1.35K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
563+ 2.39% |
$260K - $309K
|
24.1K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
553+ 4.52% |
$255K - $303K
|
12.8K
$5.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
535+ 75.35% |
$247K - $293K
|
1.25K
$565K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
519+ 4.65% |
$240K - $285K
|
11.7K
$5.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
515+ 44.13% |
$238K - $282K
|
1.68K
$764K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
508New |
$234K - $278K
|
508
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
505+ 20.16% |
$233K - $277K
|
3.01K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
501+ 33.92% |
$231K - $275K
|
1.98K
$898K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
495+ 2.59% |
$228K - $271K
|
19.6K
$8.89M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
486+ 1.83% |
$224K - $266K
|
27.1K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
485+ 42.62% |
$224K - $266K
|
1.62K
$737K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
473+ 7.19% |
$218K - $259K
|
7.05K
$3.2M
|