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 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
220+ 0.81% |
$102K - $121K
|
27.3K
$8.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
219+ 3.48% |
$101K - $120K
|
6.52K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
217+ 6.76% |
$100K - $119K
|
3.43K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
214+ 32.62% |
$98.8K - $117K
|
870
$262K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
214+ 9.71% |
$98.8K - $117K
|
2.42K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
211+ 4.57% |
$97.4K - $116K
|
4.82K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
211+ 5.84% |
$97.4K - $116K
|
3.82K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 6.0% |
$97.4K - $116K
|
3.73K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
210New |
$96.9K - $115K
|
210
$63.1K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
209+ 38.99% |
$96.5K - $115K
|
745
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
209+ 418.0% |
$96.5K - $115K
|
259
$77.9K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
208+ 8.29% |
$96K - $114K
|
2.72K
$817K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
207+ 1.45% |
$95.5K - $113K
|
14.5K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
206+ 686.67% |
$95.1K - $113K
|
236
$70.9K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
206+ 4.6% |
$95.1K - $113K
|
4.69K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
204+ 22.52% |
$94.2K - $112K
|
1.11K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
204New |
$94.2K - $112K
|
204
$61.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
203+ 68.58% |
$93.7K - $111K
|
499
$150K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
201+ 15.36% |
$92.8K - $110K
|
1.51K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
201+ 3.42% |
$92.8K - $110K
|
6.08K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
201+ 7.39% |
$92.8K - $110K
|
2.92K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
200+ 106.95% |
$92.3K - $110K
|
387
$116K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
200+ 1.82% |
$92.3K - $110K
|
11.2K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.31% |
$92.3K - $110K
|
15.5K
$4.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
200New |
$92.3K - $110K
|
200
$60.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
200+ 5.37% |
$92.3K - $110K
|
3.92K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
200+ 30.3% |
$92.3K - $110K
|
860
$258K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
198+ 40.16% |
$91.4K - $109K
|
691
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 10.5% |
$89.5K - $106K
|
2.04K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
193+ 43.57% |
$89.1K - $106K
|
636
$191K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
192+ 1.16% |
$88.6K - $105K
|
16.8K
$5.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
192+ 1.71% |
$88.6K - $105K
|
11.4K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
191+ 0.22% |
$88.2K - $105K
|
87.5K
$26.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
191+ 21.44% |
$88.2K - $105K
|
1.08K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
190New |
$87.7K - $104K
|
190
$57.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
190+ 2.17% |
$87.7K - $104K
|
8.93K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
189+ 2.6% |
$87.2K - $104K
|
7.46K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
189+ 4.57% |
$87.2K - $104K
|
4.32K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
187+ 3.42% |
$86.3K - $103K
|
5.66K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
187+ 7.52% |
$86.3K - $103K
|
2.67K
$803K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
184+ 137.31% |
$84.9K - $101K
|
318
$95.6K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
183+ 6.38% |
$84.5K - $100K
|
3.05K
$917K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
183+ 16.35% |
$84.5K - $100K
|
1.3K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
182+ 6.03% |
$84K - $99.8K
|
3.2K
$962K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
182+ 0.8% |
$84K - $99.8K
|
23K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
179+ 0.29% |
$82.6K - $98.1K
|
61.4K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 5.68% |
$82.2K - $97.6K
|
3.31K
$996K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
177+ 2.01% |
$81.7K - $97K
|
8.96K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
176New |
$81.2K - $96.5K
|
176
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Elwood Capital Partners LP
New York, NY |
BUY
|
PUT |
175New |
$80.8K - $95.9K
|
175
$52.6K
|