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 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
473+ 7.19% |
$218K - $259K
|
7.05K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
471+ 4.6% |
$217K - $258K
|
10.7K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
471+ 2.52% |
$217K - $258K
|
19.2K
$5.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
470+ 7.69% |
$217K - $258K
|
6.58K
$1.98M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
467+ 1.23% |
$216K - $256K
|
38.5K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
461+ 6.58% |
$213K - $253K
|
7.47K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
460+ 3.21% |
$212K - $252K
|
14.8K
$4.44M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
457+ 3.13% |
$211K - $251K
|
15K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
450New |
$208K - $247K
|
450
$135K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
449+ 3.15% |
$207K - $246K
|
14.7K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
448+ 8.22% |
$207K - $246K
|
5.9K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
448+ 2.62% |
$207K - $246K
|
17.6K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
448New |
$207K - $246K
|
448
$135K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
447New |
$206K - $245K
|
447
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
446+ 2.77% |
$206K - $244K
|
16.6K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
443New |
$204K - $243K
|
443
$133K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
438+ 9.41% |
$202K - $240K
|
5.1K
$1.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
438+ 5.89% |
$202K - $240K
|
7.87K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
436+ 5.95% |
$201K - $239K
|
7.77K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
431+ 68.52% |
$199K - $236K
|
1.06K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
428New |
$198K - $235K
|
428
$129K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
428New |
$198K - $235K
|
428
$129K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
427New |
$197K - $234K
|
427
$128K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
427New |
$197K - $234K
|
427
$128K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
420New |
$194K - $230K
|
420
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
420+ 1.75% |
$194K - $230K
|
24.4K
$7.34M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
418New |
$193K - $229K
|
418
$126K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
416New |
$192K - $228K
|
416
$125K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
415+ 35.56% |
$192K - $227K
|
1.58K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
414+ 16.62% |
$191K - $227K
|
2.91K
$873K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
413New |
$191K - $226K
|
413
$124K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
412+ 5.91% |
$190K - $226K
|
7.38K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
411+ 0.65% |
$190K - $225K
|
63.3K
$19M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
408New |
$188K - $224K
|
408
$123K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
405+ 8.57% |
$187K - $222K
|
5.13K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
403+ 5.69% |
$186K - $221K
|
7.48K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
403New |
$186K - $221K
|
403
$121K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
401New |
$185K - $220K
|
401
$121K
|
|
|
May 13, 2025
Q1 2025
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
400+ 4.08% |
$185K - $219K
|
10.2K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
399New |
$184K - $219K
|
399
$120K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
399New |
$184K - $219K
|
399
$120K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
395New |
$182K - $217K
|
395
$119K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
394+ 3.77% |
$182K - $216K
|
10.9K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
394+ 10.69% |
$182K - $216K
|
4.08K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
393New |
$181K - $215K
|
393
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
393New |
$181K - $215K
|
393
$118K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
392New |
$181K - $215K
|
392
$118K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
392New |
$181K - $215K
|
392
$118K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
390+ 9.39% |
$180K - $214K
|
4.54K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
390New |
$180K - $214K
|
390
$117K
|