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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
390New |
$180K - $214K
|
390
$117K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
390New |
$180K - $214K
|
390
$117K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
390New |
$180K - $214K
|
390
$117K
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
389+ 10.0% |
$180K - $213K
|
4.28K
$1.29M
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
389New |
$180K - $213K
|
389
$117K
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
388New |
$179K - $213K
|
388
$117K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
388New |
$179K - $213K
|
388
$117K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
386+ 5.17% |
$178K - $212K
|
7.85K
$2.36M
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
384New |
$177K - $211K
|
384
$115K
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
383New |
$177K - $210K
|
383
$115K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
383+ 4.31% |
$177K - $210K
|
9.28K
$2.79M
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
383New |
$177K - $210K
|
383
$115K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
382New |
$176K - $209K
|
382
$115K
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
382New |
$176K - $209K
|
382
$115K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
381+ 3.45% |
$176K - $209K
|
11.4K
$3.43M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
381+ 3.12% |
$176K - $209K
|
12.6K
$3.79M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
380+ 10.71% |
$175K - $208K
|
3.93K
$1.18M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
380+ 7.58% |
$175K - $208K
|
5.39K
$1.62M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
377+ 17.62% |
$174K - $207K
|
2.52K
$757K
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
377+ 7.3% |
$174K - $207K
|
5.54K
$1.66M
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
375+ 1.39% |
$173K - $206K
|
27.3K
$8.22M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
373+ 4.45% |
$172K - $204K
|
8.75K
$2.63M
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
372+ 34.93% |
$172K - $204K
|
1.44K
$432K
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
372+ 2.6% |
$172K - $204K
|
14.7K
$4.41M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
372+ 10.72% |
$172K - $204K
|
3.84K
$1.15M
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
372+ 2.29% |
$172K - $204K
|
16.6K
$4.99M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
368+ 5.99% |
$170K - $202K
|
6.52K
$1.96M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
365+ 13.88% |
$168K - $200K
|
3K
$900K
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
363+ 8.81% |
$168K - $199K
|
4.49K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
362New |
$167K - $198K
|
362
$109K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
362+ 3.95% |
$167K - $198K
|
9.53K
$2.87M
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
361+ 1.91% |
$167K - $198K
|
19.3K
$5.8M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
360+ 5.78% |
$166K - $197K
|
6.59K
$1.98M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 8.74% |
$166K - $197K
|
4.48K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
358+ 67.8% |
$165K - $196K
|
886
$266K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
358+ 15.32% |
$165K - $196K
|
2.7K
$810K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
356+ 9.45% |
$164K - $195K
|
4.13K
$1.24M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
356+ 1.12% |
$164K - $195K
|
32.2K
$9.67M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
356New |
$164K - $195K
|
356
$107K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
353+ 6.63% |
$163K - $194K
|
5.67K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
352+ 6.47% |
$162K - $193K
|
5.79K
$1.74M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
351+ 15.89% |
$162K - $192K
|
2.56K
$769K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
350+ 2.65% |
$162K - $192K
|
13.6K
$4.08M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
349+ 7.82% |
$161K - $191K
|
4.81K
$1.45M
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
344+ 41.5% |
$159K - $189K
|
1.17K
$353K
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
341+ 32.6% |
$157K - $187K
|
1.39K
$417K
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
340+ 8.8% |
$157K - $186K
|
4.2K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
335+ 0.66% |
$155K - $184K
|
51K
$15.3M
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
331+ 4.1% |
$153K - $181K
|
8.4K
$2.53M
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
331+ 50.77% |
$153K - $181K
|
983
$295K
|