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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
746New |
$362K - $466K
|
746
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
738+ 1.07% |
$358K - $461K
|
69.8K
$36.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
737+ 3.11% |
$358K - $461K
|
24.4K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
734New |
$356K - $459K
|
734
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
729+ 1.64% |
$354K - $456K
|
45.1K
$23.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
727+ 1.92% |
$353K - $455K
|
38.5K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
723+ 23.02% |
$351K - $452K
|
3.86K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
720+ 2.36% |
$350K - $450K
|
31.2K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
719+ 24.9% |
$349K - $450K
|
3.61K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
714New |
$347K - $446K
|
714
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
712New |
$346K - $445K
|
712
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
704+ 45.1% |
$342K - $440K
|
2.27K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
703New |
$341K - $440K
|
703
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
700+ 77.78% |
$340K - $438K
|
1.6K
$827K
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
700+ 1.72% |
$340K - $438K
|
41.4K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
700New |
$340K - $438K
|
700
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
699+ 6.42% |
$339K - $437K
|
11.6K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
695New |
$337K - $435K
|
695
$359K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
693New |
$336K - $433K
|
693
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
680+ 3.12% |
$330K - $425K
|
22.5K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
671+ 19.83% |
$326K - $420K
|
4.05K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
668+ 4.07% |
$324K - $418K
|
17.1K
$8.83M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
667New |
$324K - $417K
|
667
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
663+ 3.9% |
$322K - $415K
|
17.7K
$9.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
662+ 11.4% |
$321K - $414K
|
6.47K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
660+ 2.47% |
$320K - $413K
|
27.4K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
658+ 2.42% |
$319K - $411K
|
27.8K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
652+ 44.6% |
$317K - $408K
|
2.11K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
649+ 15.85% |
$315K - $406K
|
4.74K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
647+ 19.1% |
$314K - $405K
|
4.03K
$2.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
647+ 6.36% |
$314K - $405K
|
10.8K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
643+ 10.44% |
$312K - $402K
|
6.8K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
643+ 4.58% |
$312K - $402K
|
14.7K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
642New |
$312K - $401K
|
642
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
634+ 5.15% |
$308K - $396K
|
12.9K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
631New |
$306K - $395K
|
631
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
628+ 12.88% |
$305K - $393K
|
5.51K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
627New |
$304K - $392K
|
627
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
625New |
$303K - $391K
|
625
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
625+ 8.22% |
$303K - $391K
|
8.23K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
622+ 54.66% |
$302K - $389K
|
1.76K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
618+ 11.33% |
$300K - $386K
|
6.07K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
616+ 42.19% |
$299K - $385K
|
2.08K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
614+ 4.59% |
$298K - $384K
|
14K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
609+ 19.88% |
$296K - $381K
|
3.67K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
605New |
$294K - $378K
|
605
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
600New |
$291K - $375K
|
600
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
591+ 62.74% |
$287K - $370K
|
1.53K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
589New |
$286K - $368K
|
589
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
586New |
$285K - $366K
|
586
$303K
|