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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
15+ 0.35% |
$7.28K - $9.38K
|
4.25K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 8.67% |
$7.28K - $9.38K
|
188
$99.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15+ 0.34% |
$7.28K - $9.38K
|
4.48K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
15+ 0.9% |
$7.28K - $9.38K
|
1.68K
$890K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15+ 11.11% |
$7.28K - $9.38K
|
150
$79.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15+ 3.49% |
$7.28K - $9.38K
|
445
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.11% |
$7.28K - $9.38K
|
13.4K
$7.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
15New |
$7.28K - $9.38K
|
15
$7.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
14+ 0.4% |
$6.8K - $8.75K
|
3.51K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
14+ 0.17% |
$6.8K - $8.75K
|
8.22K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
14+ 5.41% |
$6.8K - $8.75K
|
273
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14+ 1.89% |
$6.8K - $8.75K
|
756
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$6.8K - $8.75K
|
447
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
14+ 1.36% |
$6.8K - $8.75K
|
1.05K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 2.68% |
$6.31K - $8.13K
|
498
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.55% |
$6.31K - $8.13K
|
854
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13+ 2.23% |
$6.31K - $8.13K
|
596
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 1.16% |
$6.31K - $8.13K
|
1.14K
$604K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 0.62% |
$6.31K - $8.13K
|
2.1K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 1.66% |
$6.31K - $8.13K
|
796
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 1.92% |
$6.31K - $8.13K
|
690
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12+ 0.48% |
$5.83K - $7.5K
|
2.54K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
12New |
$5.83K - $7.5K
|
12
$6.37K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 3.76% |
$5.83K - $7.5K
|
331
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12+ 1.05% |
$5.83K - $7.5K
|
1.16K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
12+ 1.45% |
$5.83K - $7.5K
|
837
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
11+ 1.5% |
$5.34K - $6.88K
|
746
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.16% |
$5.34K - $6.88K
|
956
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$5.34K - $6.88K
|
11
$5.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.68% |
$5.34K - $6.88K
|
1.64K
$868K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
11+ 0.7% |
$5.34K - $6.88K
|
1.57K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.31% |
$5.34K - $6.88K
|
3.51K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
11+ 2.2% |
$5.34K - $6.88K
|
510
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11+ 0.98% |
$5.34K - $6.88K
|
1.14K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 1.15% |
$5.34K - $6.88K
|
964
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10+ 0.06% |
$4.86K - $6.25K
|
16.4K
$8.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$5.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
10+ 0.68% |
$4.86K - $6.25K
|
1.48K
$786K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$5.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10+ 0.14% |
$4.86K - $6.25K
|
6.97K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 3.15% |
$4.86K - $6.25K
|
327
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10+ 1.23% |
$4.86K - $6.25K
|
826
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
10+ 1.18% |
$4.86K - $6.25K
|
855
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
10+ 0.85% |
$4.86K - $6.25K
|
1.18K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
10+ 0.51% |
$4.86K - $6.25K
|
1.96K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.27% |
$4.86K - $6.25K
|
3.72K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
10+ 1.31% |
$4.86K - $6.25K
|
775
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
10+ 1.22% |
$4.86K - $6.25K
|
829
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
10+ 0.08% |
$4.86K - $6.25K
|
12K
$6.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 1.02% |
$4.86K - $6.25K
|
994
$528K
|