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 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16KNew |
$537K - $638K
|
1.16K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
1.16K+ 3.65% |
$534K - $634K
|
32.9K
$9.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 31.49% |
$534K - $634K
|
4.83K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.15K+ 47.88% |
$533K - $633K
|
3.56K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.14K+ 14.69% |
$528K - $627K
|
8.93K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.14KNew |
$527K - $625K
|
1.14K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.14K+ 1.05% |
$526K - $624K
|
110K
$33.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.14KNew |
$525K - $623K
|
1.14K
$342K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.13K+ 1.67% |
$521K - $619K
|
68.9K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.12K+ 29.58% |
$518K - $615K
|
4.92K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.12K+ 1.57% |
$516K - $613K
|
72.6K
$21.8M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.12KNew |
$516K - $613K
|
1.12K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.11KNew |
$512K - $608K
|
1.11K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.11K+ 34.01% |
$510K - $606K
|
4.35K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.1K+ 1.45% |
$509K - $605K
|
77.1K
$23.2M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.09K+ 2.43% |
$504K - $599K
|
46K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.09K+ 143.86% |
$503K - $597K
|
1.85K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.08K+ 48.52% |
$498K - $592K
|
3.31K
$994K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.07KNew |
$493K - $586K
|
1.07K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.06KNew |
$491K - $583K
|
1.06K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.45% |
$490K - $582K
|
31.8K
$9.56M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.05K+ 4.61% |
$483K - $573K
|
23.8K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.04K+ 64.74% |
$480K - $570K
|
2.64K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.03K+ 62.38% |
$474K - $564K
|
2.68K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.02K+ 25.89% |
$472K - $560K
|
4.97K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.01K+ 21.59% |
$467K - $555K
|
5.7K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.01K+ 67.99% |
$466K - $553K
|
2.49K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.01KNew |
$464K - $551K
|
1.01K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 3.63% |
$463K - $550K
|
28.7K
$8.61M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1K+ 82.51% |
$462K - $548K
|
2.21K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
1K+ 1.31% |
$462K - $548K
|
77.2K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1KNew |
$462K - $548K
|
1K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1K+ 2.2% |
$462K - $548K
|
46.4K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
995New |
$459K - $545K
|
995
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
992+ 5.63% |
$458K - $544K
|
18.6K
$5.59M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
988New |
$456K - $542K
|
988
$297K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
983+ 13.49% |
$454K - $539K
|
8.27K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
978+ 7.56% |
$451K - $536K
|
13.9K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
975+ 3.09% |
$450K - $534K
|
32.5K
$9.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
973+ 4.67% |
$449K - $533K
|
21.8K
$6.56M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
966+ 31.49% |
$446K - $530K
|
4.03K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
953+ 24.71% |
$440K - $522K
|
4.81K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
952+ 4.6% |
$439K - $522K
|
21.7K
$6.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
950+ 4.95% |
$438K - $521K
|
20.2K
$6.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
936+ 1.64% |
$432K - $513K
|
58.1K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
932New |
$430K - $511K
|
932
$280K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
928+ 12.11% |
$428K - $509K
|
8.59K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
918+ 2.4% |
$424K - $503K
|
39.1K
$11.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
911+ 5.61% |
$420K - $499K
|
17.1K
$5.15M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
909New |
$420K - $498K
|
909
$273K
|