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 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
30+ 5.16% |
$14.6K - $18.8K
|
611
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
30+ 1.99% |
$14.6K - $18.8K
|
1.54K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
30+ 1.02% |
$14.6K - $18.8K
|
2.96K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
30New |
$14.6K - $18.8K
|
30
$15.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 1.73% |
$14.1K - $18.1K
|
1.7K
$880K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.63% |
$14.1K - $18.1K
|
4.66K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
29+ 1.18% |
$14.1K - $18.1K
|
2.49K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$14.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
28+ 0.16% |
$13.6K - $17.5K
|
17.5K
$9.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 2.69% |
$13.1K - $16.9K
|
1.03K
$532K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
27+ 3.65% |
$13.1K - $16.9K
|
766
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
27+ 4.27% |
$13.1K - $16.9K
|
660
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26+ 2.26% |
$12.6K - $16.3K
|
1.18K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
26+ 2.28% |
$12.6K - $16.3K
|
1.17K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
26+ 0.27% |
$12.6K - $16.3K
|
9.53K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
26+ 4.39% |
$12.6K - $16.3K
|
618
$319K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 24.07% |
$12.6K - $16.3K
|
134
$69.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
25+ 1.97% |
$12.1K - $15.6K
|
1.29K
$668K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
25+ 1.43% |
$12.1K - $15.6K
|
1.78K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25+ 1.37% |
$12.1K - $15.6K
|
1.86K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 1.73% |
$11.7K - $15K
|
1.41K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.92% |
$11.2K - $14.4K
|
2.51K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 11.0% |
$11.2K - $14.4K
|
232
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
23+ 1.18% |
$11.2K - $14.4K
|
1.97K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
23+ 0.16% |
$11.2K - $14.4K
|
14.2K
$7.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23+ 5.18% |
$11.2K - $14.4K
|
467
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
23+ 2.1% |
$11.2K - $14.4K
|
1.12K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23+ 1.29% |
$11.2K - $14.4K
|
1.8K
$932K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23+ 0.26% |
$11.2K - $14.4K
|
8.9K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
22+ 0.14% |
$10.7K - $13.8K
|
16.1K
$8.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.59% |
$10.7K - $13.8K
|
3.77K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21+ 4.3% |
$10.2K - $13.1K
|
509
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 0.99% |
$10.2K - $13.1K
|
2.14K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
21+ 0.24% |
$10.2K - $13.1K
|
8.69K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
21+ 4.55% |
$10.2K - $13.1K
|
483
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
21+ 0.84% |
$10.2K - $13.1K
|
2.53K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
21+ 1.63% |
$10.2K - $13.1K
|
1.31K
$677K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
20+ 0.38% |
$9.71K - $12.5K
|
5.25K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
20+ 3.6% |
$9.71K - $12.5K
|
575
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.78% |
$9.71K - $12.5K
|
2.58K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
19New |
$9.22K - $11.9K
|
19
$9.82K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
19+ 2.15% |
$9.22K - $11.9K
|
902
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18+ 2.27% |
$8.74K - $11.3K
|
810
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
18+ 1.4% |
$8.74K - $11.3K
|
1.3K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
18+ 1.24% |
$8.74K - $11.3K
|
1.47K
$757K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 0.82% |
$8.74K - $11.3K
|
2.22K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 1.62% |
$8.74K - $11.3K
|
1.13K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18+ 2.26% |
$8.74K - $11.3K
|
814
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 1.47% |
$8.74K - $11.3K
|
1.24K
$640K
|