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 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
46+ 0.23% |
$22.3K - $28.8K
|
20.2K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
45+ 5.09% |
$21.8K - $28.1K
|
929
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
44+ 7.05% |
$21.4K - $27.5K
|
668
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
43+ 1.66% |
$20.9K - $26.9K
|
2.63K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
43+ 1.31% |
$20.9K - $26.9K
|
3.32K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
42+ 0.52% |
$20.4K - $26.3K
|
8.06K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
41+ 6.86% |
$19.9K - $25.6K
|
639
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
40+ 2.59% |
$19.4K - $25K
|
1.58K
$843K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
40+ 5.7% |
$19.4K - $25K
|
742
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
40+ 3.64% |
$19.4K - $25K
|
1.14K
$606K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
39+ 0.44% |
$18.9K - $24.4K
|
8.83K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
38+ 6.54% |
$18.4K - $23.8K
|
619
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
37+ 8.06% |
$18K - $23.1K
|
496
$264K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 0.97% |
$18K - $23.1K
|
3.85K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
36+ 0.22% |
$17.5K - $22.5K
|
16.3K
$8.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
35+ 0.49% |
$17K - $21.9K
|
7.23K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
35+ 3.33% |
$17K - $21.9K
|
1.09K
$578K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
34+ 7.8% |
$16.5K - $21.3K
|
470
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
33+ 0.24% |
$16K - $20.6K
|
13.7K
$7.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
33+ 8.8% |
$16K - $20.6K
|
408
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
33New |
$16K - $20.6K
|
33
$17.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 4.87% |
$15.5K - $20K
|
689
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
32+ 4.41% |
$15.5K - $20K
|
758
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
32+ 0.77% |
$15.5K - $20K
|
4.19K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
31+ 2.44% |
$15.1K - $19.4K
|
1.3K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
30+ 1.99% |
$14.6K - $18.8K
|
1.54K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
30+ 1.02% |
$14.6K - $18.8K
|
2.96K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
30New |
$14.6K - $18.8K
|
30
$16K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
29+ 1.18% |
$14.1K - $18.1K
|
2.49K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
27+ 4.27% |
$13.1K - $16.9K
|
660
$351K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 24.07% |
$12.6K - $16.3K
|
134
$71.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
23+ 2.1% |
$11.2K - $14.4K
|
1.12K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23+ 1.29% |
$11.2K - $14.4K
|
1.8K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23+ 0.26% |
$11.2K - $14.4K
|
8.9K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
20+ 3.6% |
$9.71K - $12.5K
|
575
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.78% |
$9.71K - $12.5K
|
2.58K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
19+ 2.15% |
$9.22K - $11.9K
|
902
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
18+ 0.75% |
$8.74K - $11.3K
|
2.4K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 23.38% |
$8.74K - $11.3K
|
95
$50.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18+ 3.64% |
$8.74K - $11.3K
|
512
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
18+ 1.69% |
$8.74K - $11.3K
|
1.09K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
17+ 3.32% |
$8.25K - $10.6K
|
529
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
17+ 0.46% |
$8.25K - $10.6K
|
3.75K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
17+ 3.28% |
$8.25K - $10.6K
|
535
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
17+ 0.42% |
$8.25K - $10.6K
|
4.1K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17+ 3.59% |
$8.25K - $10.6K
|
490
$261K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 32.08% |
$8.25K - $10.6K
|
70
$37.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.27% |
$7.77K - $10K
|
5.98K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.36% |
$7.77K - $10K
|
4.5K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
15+ 0.9% |
$7.28K - $9.38K
|
1.68K
$892K
|