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 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$975K - $1.16M
|
2.11K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
2.1K+ 10.4% |
$969K - $1.15M
|
22.3K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
2.1KNew |
$968K - $1.15M
|
2.1K
$635K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.07K+ 0.23% |
$955K - $1.13M
|
887K
$269M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.07K+ 27.93% |
$955K - $1.13M
|
9.48K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 180.61% |
$950K - $1.13M
|
3.2K
$969K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$943K - $1.12M
|
2.04K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 147.6% |
$937K - $1.11M
|
3.41K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
CALL |
2KNew |
$923K - $1.1M
|
2K
$606K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 17.98% |
$920K - $1.09M
|
13.1K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.98KNew |
$914K - $1.09M
|
1.98K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.94K+ 260.75% |
$895K - $1.06M
|
2.68K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.93KNew |
$893K - $1.06M
|
1.93K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.92K+ 4.99% |
$888K - $1.05M
|
40.4K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.92K+ 19.32% |
$887K - $1.05M
|
11.9K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.88K+ 17.31% |
$867K - $1.03M
|
12.7K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.88K+ 19.86% |
$866K - $1.03M
|
11.3K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.88K+ 8.35% |
$865K - $1.03M
|
24.3K
$7.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.86K+ 2.78% |
$857K - $1.02M
|
68.5K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.84K+ 17.34% |
$851K - $1.01M
|
12.5K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.84K+ 17.73% |
$849K - $1.01M
|
12.2K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 222.83% |
$842K - $1M
|
2.64K
$801K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 15.17% |
$840K - $998K
|
13.8K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.82K+ 0.77% |
$839K - $996K
|
236K
$71.6M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.81K+ 47.84% |
$836K - $993K
|
5.6K
$1.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
1.8K+ 14.89% |
$831K - $987K
|
13.9K
$4.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.77K+ 10.65% |
$818K - $971K
|
18.4K
$5.58M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.75K+ 172.3% |
$810K - $962K
|
2.77K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.75K+ 1.3% |
$805K - $957K
|
136K
$41.3M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.73K+ 10.17% |
$799K - $949K
|
18.8K
$5.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.73K+ 7.7% |
$796K - $946K
|
24.1K
$7.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.71K+ 97.44% |
$789K - $937K
|
3.47K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.71K+ 20.47% |
$788K - $936K
|
10.1K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.7KNew |
$782K - $929K
|
1.7K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.69K+ 10.34% |
$780K - $926K
|
18K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 353.4% |
$767K - $911K
|
2.13K
$646K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.64K+ 12.55% |
$757K - $899K
|
14.7K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.63K+ 18.75% |
$750K - $891K
|
10.3K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
1.62K+ 51.29% |
$746K - $886K
|
4.77K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.61K+ 237.87% |
$742K - $881K
|
2.28K
$692K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.6K+ 9.08% |
$740K - $879K
|
19.3K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.6K+ 84.21% |
$738K - $877K
|
3.5K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.59K+ 49.09% |
$734K - $872K
|
4.83K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
1.59K+ 17.8% |
$733K - $871K
|
10.5K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.58K+ 28.77% |
$731K - $868K
|
7.09K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.57K+ 2.31% |
$725K - $861K
|
69.5K
$21.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.56KNew |
$721K - $856K
|
1.56K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
1.56K+ 5.5% |
$718K - $853K
|
29.9K
$9.05M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.56K+ 1.59% |
$718K - $853K
|
99.3K
$30.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.54K+ 2.61% |
$711K - $845K
|
60.6K
$18.4M
|