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 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
221+ 5.36% |
$102K - $121K
|
4.34K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
219+ 3.48% |
$101K - $120K
|
6.52K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 6.0% |
$97.4K - $116K
|
3.73K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
209+ 418.0% |
$96.5K - $115K
|
259
$118K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
200New |
$92.3K - $110K
|
200
$90.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
200+ 5.37% |
$92.3K - $110K
|
3.92K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
200+ 30.3% |
$92.3K - $110K
|
860
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
192+ 1.71% |
$88.6K - $105K
|
11.4K
$5.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
192+ 19.47% |
$88.6K - $105K
|
1.18K
$535K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
190+ 2.17% |
$87.7K - $104K
|
8.93K
$4.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
183+ 1.67% |
$84.5K - $100K
|
11.2K
$5.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
182+ 0.8% |
$84K - $99.8K
|
23K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 21.82% |
$84K - $99.8K
|
1.02K
$461K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
180+ 2.18% |
$83.1K - $98.7K
|
8.42K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
167+ 4.41% |
$77.1K - $91.5K
|
3.95K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
166+ 9.8% |
$76.6K - $91K
|
1.86K
$845K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
165+ 18.99% |
$76.2K - $90.4K
|
1.03K
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
163+ 21.22% |
$75.2K - $89.4K
|
931
$423K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
162+ 4.07% |
$74.8K - $88.8K
|
4.14K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
157+ 7.65% |
$72.5K - $86.1K
|
2.21K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
149+ 1.74% |
$68.8K - $81.7K
|
8.7K
$3.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
147+ 11.64% |
$67.8K - $80.6K
|
1.41K
$640K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 2.28% |
$65.1K - $77.3K
|
6.34K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
139+ 10.73% |
$64.2K - $76.2K
|
1.43K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
136+ 34.0% |
$62.8K - $74.6K
|
536
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
131+ 1.34% |
$60.5K - $71.8K
|
9.93K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
127+ 3.03% |
$58.6K - $69.6K
|
4.32K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
124+ 4.43% |
$57.2K - $68K
|
2.92K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
123+ 9.04% |
$56.8K - $67.4K
|
1.48K
$673K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
122+ 2.0% |
$56.3K - $66.9K
|
6.21K
$2.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
122+ 30.27% |
$56.3K - $66.9K
|
525
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
120+ 0.89% |
$55.4K - $65.8K
|
13.6K
$6.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
111+ 6.61% |
$51.2K - $60.8K
|
1.79K
$813K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
109+ 11.96% |
$50.3K - $59.8K
|
1.02K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 1.85% |
$46.2K - $54.8K
|
5.52K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
99+ 7.44% |
$45.7K - $54.3K
|
1.43K
$649K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
97+ 4.66% |
$44.8K - $53.2K
|
2.18K
$990K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
94+ 11.63% |
$43.4K - $51.5K
|
902
$410K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90+ 22.06% |
$41.5K - $49.3K
|
498
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
89+ 0.16% |
$41.1K - $48.8K
|
54.6K
$24.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
86+ 9.42% |
$39.7K - $47.1K
|
999
$454K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
85+ 17.35% |
$39.2K - $46.6K
|
575
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
85+ 0.96% |
$39.2K - $46.6K
|
8.91K
$4.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82+ 1.6% |
$37.8K - $45K
|
5.22K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
81+ 0.61% |
$37.4K - $44.4K
|
13.4K
$6.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
81+ 3.98% |
$37.4K - $44.4K
|
2.12K
$961K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
80New |
$36.9K - $43.9K
|
80
$36.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
78+ 41.71% |
$36K - $42.8K
|
265
$120K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 1.47% |
$33.7K - $40K
|
5.05K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
71+ 12.61% |
$32.8K - $38.9K
|
634
$288K
|