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 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
173+ 8.11% |
$79.8K - $94.8K
|
2.31K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
172+ 2.13% |
$79.4K - $94.3K
|
8.26K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
170+ 0.96% |
$78.5K - $93.2K
|
17.9K
$5.38M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
168+ 1.98% |
$77.5K - $92.1K
|
8.65K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
168+ 0.21% |
$77.5K - $92.1K
|
79.1K
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
167+ 4.41% |
$77.1K - $91.5K
|
3.95K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
166+ 9.8% |
$76.6K - $91K
|
1.86K
$559K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
165+ 2.82% |
$76.2K - $90.4K
|
6.02K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
165+ 18.99% |
$76.2K - $90.4K
|
1.03K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
163+ 3.94% |
$75.2K - $89.4K
|
4.3K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
163+ 21.22% |
$75.2K - $89.4K
|
931
$280K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
162+ 14.21% |
$74.8K - $88.8K
|
1.3K
$391K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
162+ 4.07% |
$74.8K - $88.8K
|
4.14K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
159+ 13.09% |
$73.4K - $87.2K
|
1.37K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
157+ 26.75% |
$72.5K - $86.1K
|
744
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
157+ 7.65% |
$72.5K - $86.1K
|
2.21K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
156+ 20.63% |
$72K - $85.5K
|
912
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
155+ 4.33% |
$71.5K - $85K
|
3.73K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
154+ 17.5% |
$71.1K - $84.4K
|
1.03K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
154+ 10.31% |
$71.1K - $84.4K
|
1.65K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
154+ 1.71% |
$71.1K - $84.4K
|
9.15K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
154+ 0.69% |
$71.1K - $84.4K
|
22.4K
$6.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
153+ 9.66% |
$70.6K - $83.9K
|
1.74K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
152+ 13.44% |
$70.2K - $83.3K
|
1.28K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
151+ 8.53% |
$69.7K - $82.8K
|
1.92K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
150+ 30.0% |
$69.2K - $82.2K
|
650
$195K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
150New |
$69.2K - $82.2K
|
150
$45.1K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
150+ 21.74% |
$69.2K - $82.2K
|
840
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
150+ 0.95% |
$69.2K - $82.2K
|
16K
$4.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
149+ 22.99% |
$68.8K - $81.7K
|
797
$240K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
148+ 0.87% |
$68.3K - $81.1K
|
17.2K
$5.18M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
147+ 1.45% |
$67.8K - $80.6K
|
10.3K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
144+ 5.41% |
$66.5K - $78.9K
|
2.81K
$844K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
144+ 7.75% |
$66.5K - $78.9K
|
2K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
141+ 2.88% |
$65.1K - $77.3K
|
5.04K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
141+ 2.36% |
$65.1K - $77.3K
|
6.11K
$1.84M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 2.28% |
$65.1K - $77.3K
|
6.34K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
140+ 2.26% |
$64.6K - $76.7K
|
6.34K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
140+ 12.38% |
$64.6K - $76.7K
|
1.27K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
140+ 11.7% |
$64.6K - $76.7K
|
1.34K
$402K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
139+ 31.24% |
$64.2K - $76.2K
|
584
$176K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
139+ 6.52% |
$64.2K - $76.2K
|
2.27K
$682K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
139+ 10.73% |
$64.2K - $76.2K
|
1.43K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
138+ 3.58% |
$63.7K - $75.6K
|
4K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
136+ 3.13% |
$62.8K - $74.6K
|
4.48K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
136+ 34.0% |
$62.8K - $74.6K
|
536
$161K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
135+ 20.74% |
$62.3K - $74K
|
786
$236K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
134+ 10.02% |
$61.8K - $73.5K
|
1.47K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
134+ 19.01% |
$61.8K - $73.5K
|
839
$252K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
134New |
$61.8K - $73.5K
|
134
$40.3K
|