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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$374K - $818K
|
1.36K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.36K+ 48.0% |
$372K - $813K
|
4.18K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.18K+ 184.46% |
$322K - $704K
|
1.81K
$549K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.15K+ 2555.56% |
$316K - $689K
|
1.2K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 21.96% |
$302K - $659K
|
6.11K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.01K+ 45.12% |
$277K - $604K
|
3.24K
$982K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
972+ 105.88% |
$267K - $583K
|
1.89K
$572K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
937+ 7.0% |
$257K - $562K
|
14.3K
$4.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
912New |
$250K - $547K
|
912
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
829+ 16.94% |
$227K - $497K
|
5.72K
$1.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
826+ 8.9% |
$227K - $495K
|
10.1K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
762+ 36.95% |
$209K - $457K
|
2.82K
$855K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
713+ 14.33% |
$196K - $427K
|
5.69K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
709+ 60.19% |
$195K - $425K
|
1.89K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
692+ 50.58% |
$190K - $415K
|
2.06K
$624K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
690+ 85.08% |
$189K - $414K
|
1.5K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
651New |
$179K - $390K
|
651
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
641+ 20.59% |
$176K - $384K
|
3.75K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
634+ 163.82% |
$174K - $380K
|
1.02K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
591+ 92.63% |
$162K - $354K
|
1.23K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
572+ 92.71% |
$157K - $343K
|
1.19K
$360K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
572+ 21.27% |
$157K - $343K
|
3.26K
$988K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
567+ 12.42% |
$156K - $340K
|
5.13K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
518+ 63.4% |
$142K - $311K
|
1.34K
$404K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
504+ 3.23% |
$138K - $302K
|
16.1K
$4.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
486+ 4.14% |
$133K - $291K
|
12.2K
$3.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
481+ 1.54% |
$132K - $288K
|
31.8K
$9.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
422+ 15.1% |
$116K - $253K
|
3.22K
$974K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
421+ 3.71% |
$116K - $252K
|
11.8K
$3.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
420+ 80.77% |
$115K - $252K
|
940
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
418+ 65.41% |
$115K - $251K
|
1.06K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
417+ 59.23% |
$114K - $250K
|
1.12K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
390+ 322.31% |
$107K - $234K
|
511
$155K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
369+ 101.93% |
$101K - $221K
|
731
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
367+ 19.97% |
$101K - $220K
|
2.21K
$668K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
359+ 44.65% |
$98.5K - $215K
|
1.16K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
344+ 23.03% |
$94.4K - $206K
|
1.84K
$557K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
338+ 3.79% |
$92.7K - $203K
|
9.25K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
336+ 44.21% |
$92.2K - $201K
|
1.1K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
327+ 19.02% |
$89.7K - $196K
|
2.05K
$620K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
322+ 5.41% |
$88.3K - $193K
|
6.27K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
282+ 20.0% |
$77.4K - $169K
|
1.69K
$513K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 16.68% |
$75.4K - $165K
|
1.92K
$583K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
270+ 25.76% |
$74.1K - $162K
|
1.32K
$399K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
265+ 29.38% |
$72.7K - $159K
|
1.17K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
257+ 41.99% |
$70.5K - $154K
|
869
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
247+ 51.03% |
$67.8K - $148K
|
731
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
239+ 5.05% |
$65.6K - $143K
|
4.97K
$1.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
228+ 45.6% |
$62.6K - $137K
|
728
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
212+ 12.64% |
$58.2K - $127K
|
1.89K
$572K
|