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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
180+ 2.62% |
$87.4K - $113K
|
7.05K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
179+ 31.29% |
$86.9K - $112K
|
751
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
179+ 6.51% |
$86.9K - $112K
|
2.93K
$1.51M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
178New |
$86.4K - $111K
|
178
$92K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
178+ 25.07% |
$86.4K - $111K
|
888
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
178+ 0.58% |
$86.4K - $111K
|
31K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
175+ 10.1% |
$85K - $109K
|
1.91K
$986K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
175+ 1.28% |
$85K - $109K
|
13.9K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
174+ 36.1% |
$84.5K - $109K
|
656
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
173+ 0.52% |
$84K - $108K
|
33.5K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
173+ 3.68% |
$84K - $108K
|
4.87K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
172+ 24.64% |
$83.5K - $108K
|
870
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
172+ 10.62% |
$83.5K - $108K
|
1.79K
$926K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
170+ 10.59% |
$82.5K - $106K
|
1.78K
$918K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
170+ 35.12% |
$82.5K - $106K
|
654
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
170+ 3.01% |
$82.5K - $106K
|
5.82K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
169+ 18.25% |
$82.1K - $106K
|
1.1K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
168+ 1.63% |
$81.6K - $105K
|
10.5K
$5.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
168+ 13.04% |
$81.6K - $105K
|
1.46K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
168+ 38.36% |
$81.6K - $105K
|
606
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
167+ 16.62% |
$81.1K - $104K
|
1.17K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
165+ 1.64% |
$80.1K - $103K
|
10.2K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
165+ 0.6% |
$80.1K - $103K
|
27.6K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
162+ 8.64% |
$78.7K - $101K
|
2.04K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
162+ 1.47% |
$78.7K - $101K
|
11.2K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
161+ 3.77% |
$78.2K - $101K
|
4.43K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
160+ 5.31% |
$77.7K - $100K
|
3.18K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
160New |
$77.7K - $100K
|
160
$82.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
160+ 27.4% |
$77.7K - $100K
|
744
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
160+ 1.35% |
$77.7K - $100K
|
12K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
160+ 34.12% |
$77.7K - $100K
|
629
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
159+ 22.18% |
$77.2K - $99.4K
|
876
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
159+ 3.48% |
$77.2K - $99.4K
|
4.73K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
157New |
$76.2K - $98.2K
|
157
$81.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
157+ 0.39% |
$76.2K - $98.2K
|
40.2K
$20.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
156+ 11.86% |
$75.7K - $97.5K
|
1.47K
$760K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
156+ 9.83% |
$75.7K - $97.5K
|
1.74K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
155+ 1.95% |
$75.3K - $96.9K
|
8.11K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
155+ 14.13% |
$75.3K - $96.9K
|
1.25K
$647K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
154+ 0.04% |
$74.8K - $96.3K
|
380K
$196M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
154+ 0.1% |
$74.8K - $96.3K
|
160K
$82.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
153+ 3.77% |
$74.3K - $95.7K
|
4.21K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
153+ 18.7% |
$74.3K - $95.7K
|
971
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
153+ 2.1% |
$74.3K - $95.7K
|
7.43K
$3.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
153+ 1.24% |
$74.3K - $95.7K
|
12.5K
$6.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
152+ 5.84% |
$73.8K - $95K
|
2.76K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
152+ 100.66% |
$73.8K - $95K
|
303
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
151+ 6.34% |
$73.3K - $94.4K
|
2.53K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
151+ 11.07% |
$73.3K - $94.4K
|
1.52K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 6.44% |
$72.8K - $93.8K
|
2.48K
$1.28M
|