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 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
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
134+ 0.95% |
$61.8K - $73.5K
|
14.3K
$4.3M
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
134+ 0.31% |
$61.8K - $73.5K
|
42.8K
$12.9M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
133+ 3.35% |
$61.4K - $72.9K
|
4.1K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
133+ 7.53% |
$61.4K - $72.9K
|
1.9K
$571K
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
132+ 3.08% |
$60.9K - $72.4K
|
4.42K
$1.33M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
131+ 33.68% |
$60.5K - $71.8K
|
520
$156K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
131+ 1.34% |
$60.5K - $71.8K
|
9.93K
$2.98M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
130+ 0.93% |
$60K - $71.3K
|
14.1K
$4.24M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
129+ 3.01% |
$59.5K - $70.7K
|
4.42K
$1.33M
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
129+ 4.16% |
$59.5K - $70.7K
|
3.23K
$971K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
129+ 3.75% |
$59.5K - $70.7K
|
3.57K
$1.07M
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
127+ 2.01% |
$58.6K - $69.6K
|
6.43K
$1.93M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
127+ 3.03% |
$58.6K - $69.6K
|
4.32K
$1.3M
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
125+ 27.72% |
$57.7K - $68.5K
|
576
$173K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
124+ 4.43% |
$57.2K - $68K
|
2.92K
$878K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
123New |
$56.8K - $67.4K
|
123
$37K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
123+ 9.04% |
$56.8K - $67.4K
|
1.48K
$446K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
122+ 30.27% |
$56.3K - $66.9K
|
525
$158K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
120+ 4.83% |
$55.4K - $65.8K
|
2.6K
$782K
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
120+ 3.02% |
$55.4K - $65.8K
|
4.1K
$1.23M
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
120+ 0.89% |
$55.4K - $65.8K
|
13.6K
$4.08M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
119+ 6.13% |
$54.9K - $65.2K
|
2.06K
$619K
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
118+ 1.17% |
$54.5K - $64.7K
|
10.2K
$3.07M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
118+ 5900.0% |
$54.5K - $64.7K
|
120
$36.1K
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
117+ 18.99% |
$54K - $64.1K
|
733
$220K
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
117+ 4.29% |
$54K - $64.1K
|
2.84K
$855K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
116New |
$53.5K - $63.6K
|
116
$34.9K
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
116+ 2.5% |
$53.5K - $63.6K
|
4.76K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 1.72% |
$53.1K - $63K
|
6.8K
$2.04M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
115+ 0.88% |
$53.1K - $63K
|
13.3K
$3.98M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
114+ 6.9% |
$52.6K - $62.5K
|
1.77K
$531K
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
113+ 191.53% |
$52.2K - $61.9K
|
172
$51.7K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
113+ 217.31% |
$52.2K - $61.9K
|
165
$49.6K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
112+ 24.94% |
$51.7K - $61.4K
|
561
$169K
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
111+ 2.49% |
$51.2K - $60.8K
|
4.57K
$1.37M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
111+ 6.61% |
$51.2K - $60.8K
|
1.79K
$538K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
110+ 6.43% |
$50.8K - $60.3K
|
1.82K
$547K
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
110+ 6.95% |
$50.8K - $60.3K
|
1.69K
$509K
|