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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.27K+ 4.41% |
$618K - $796K
|
30.1K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.27K+ 2.45% |
$617K - $795K
|
53.2K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.27K+ 4.87% |
$616K - $793K
|
27.3K
$14.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.27KNew |
$614K - $791K
|
1.27K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
1.26K+ 5.88% |
$614K - $790K
|
22.8K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.26KNew |
$613K - $790K
|
1.26K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.26K+ 1.88% |
$613K - $789K
|
68.3K
$35.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.25K+ 7.93% |
$606K - $780K
|
17K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.25KNew |
$605K - $780K
|
1.25K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.25K+ 3.46% |
$604K - $778K
|
37.2K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 13.45% |
$604K - $777K
|
10.5K
$5.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.24KNew |
$600K - $773K
|
1.24K
$639K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.23K+ 2.5% |
$599K - $771K
|
50.6K
$26.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.23K+ 1.36% |
$595K - $767K
|
91.2K
$47.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.22K+ 190.5% |
$594K - $765K
|
1.87K
$964K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.2K+ 20.62% |
$585K - $753K
|
7.04K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.2KNew |
$584K - $752K
|
1.2K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 5.1% |
$583K - $751K
|
24.7K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.2K+ 16.2% |
$583K - $750K
|
8.61K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.19K+ 0.61% |
$579K - $746K
|
198K
$102M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.19K+ 17.64% |
$579K - $746K
|
7.96K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.19K+ 4.97% |
$578K - $745K
|
25.2K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.19K+ 2.86% |
$576K - $742K
|
42.6K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.19KNew |
$575K - $741K
|
1.19K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.18KNew |
$573K - $738K
|
1.18K
$610K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.18K+ 1.05% |
$571K - $736K
|
113K
$58.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.64% |
$570K - $734K
|
72.8K
$37.6M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.17KNew |
$569K - $732K
|
1.17K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.17KNew |
$567K - $730K
|
1.17K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.16K+ 7.2% |
$563K - $725K
|
17.3K
$8.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.16K+ 9.31% |
$563K - $725K
|
13.6K
$7.04M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$563K - $725K
|
1.16K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.16K+ 191.87% |
$562K - $723K
|
1.76K
$910K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$561K - $723K
|
1.16K
$597K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.16KNew |
$561K - $722K
|
1.16K
$597K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.15KNew |
$560K - $722K
|
1.15K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.15K+ 6.83% |
$558K - $718K
|
18K
$9.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.15KNew |
$557K - $718K
|
1.15K
$593K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.14K+ 49.37% |
$552K - $710K
|
3.44K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.13K+ 51.36% |
$550K - $708K
|
3.34K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.13KNew |
$547K - $705K
|
1.13K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 8.21% |
$544K - $701K
|
14.8K
$7.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.11KNew |
$540K - $696K
|
1.11K
$575K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.11KNew |
$536K - $691K
|
1.11K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.11K+ 9.63% |
$536K - $691K
|
12.6K
$6.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.11KNew |
$536K - $691K
|
1.11K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1KNew |
$534K - $688K
|
1.1K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.1K+ 0.91% |
$533K - $686K
|
121K
$62.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.1K+ 2.28% |
$533K - $686K
|
49.2K
$25.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.09K+ 15.32% |
$530K - $683K
|
8.22K
$4.25M
|