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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
8+ 0.43% |
$3.88K - $5K
|
1.86K
$981K
|
|
|
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 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.74% |
$3.4K - $4.38K
|
951
$501K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6+ 0.71% |
$2.91K - $3.75K
|
856
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.53% |
$2.91K - $3.75K
|
1.13K
$597K
|
|
|
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 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.69K
$891K
|
|
|
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 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
3+ 0.53% |
$1.46K - $1.88K
|
567
$299K
|