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 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
110+ 0.47% |
$50.8K - $60.3K
|
23.5K
$7.08M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
109+ 18.47% |
$50.3K - $59.8K
|
699
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
109+ 18.44% |
$50.3K - $59.8K
|
700
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109+ 1.29% |
$50.3K - $59.8K
|
8.56K
$2.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
109+ 11.96% |
$50.3K - $59.8K
|
1.02K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
107+ 3.69% |
$49.4K - $58.7K
|
3.01K
$905K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
106+ 5.8% |
$48.9K - $58.1K
|
1.94K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
105+ 99.06% |
$48.5K - $57.6K
|
211
$63.4K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105+ 0.56% |
$48.5K - $57.6K
|
18.7K
$5.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
105+ 4.0% |
$48.5K - $57.6K
|
2.73K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
103+ 3.9% |
$47.5K - $56.5K
|
2.75K
$826K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
102+ 4.33% |
$47.1K - $55.9K
|
2.46K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
102New |
$47.1K - $55.9K
|
102
$30.7K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
101+ 12.24% |
$46.6K - $55.4K
|
926
$278K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
101+ 2.46% |
$46.6K - $55.4K
|
4.2K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
100+ 1.25% |
$46.2K - $54.8K
|
8.1K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
100+ 15.75% |
$46.2K - $54.8K
|
735
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
100+ 0.32% |
$46.2K - $54.8K
|
31K
$9.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 1.85% |
$46.2K - $54.8K
|
5.52K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
98+ 3.06% |
$45.2K - $53.7K
|
3.3K
$991K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
98+ 3.95% |
$45.2K - $53.7K
|
2.58K
$776K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
97+ 15.42% |
$44.8K - $53.2K
|
726
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
97+ 4.66% |
$44.8K - $53.2K
|
2.18K
$655K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
96+ 6.73% |
$44.3K - $52.6K
|
1.52K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
96+ 3.33% |
$44.3K - $52.6K
|
2.98K
$896K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
95+ 1.35% |
$43.8K - $52.1K
|
7.15K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
95+ 8.2% |
$43.8K - $52.1K
|
1.25K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
95+ 16.41% |
$43.8K - $52.1K
|
674
$203K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
94+ 1.55% |
$43.4K - $51.5K
|
6.14K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
93+ 16.12% |
$42.9K - $51K
|
670
$201K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
93+ 0.07% |
$42.9K - $51K
|
134K
$40.3M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
93+ 12.27% |
$42.9K - $51K
|
851
$256K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
92+ 1.22% |
$42.5K - $50.4K
|
7.61K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
91+ 12.1% |
$42K - $49.9K
|
843
$253K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
91+ 0.27% |
$42K - $49.9K
|
34.3K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
91+ 0.15% |
$42K - $49.9K
|
60.1K
$18.1M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
91+ 2.75% |
$42K - $49.9K
|
3.4K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
91+ 16.79% |
$42K - $49.9K
|
633
$190K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
90+ 1.01% |
$41.5K - $49.3K
|
9.02K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
90+ 8.97% |
$41.5K - $49.3K
|
1.09K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
90+ 2.01% |
$41.5K - $49.3K
|
4.58K
$1.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90+ 22.06% |
$41.5K - $49.3K
|
498
$150K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
89+ 3.2% |
$41.1K - $48.8K
|
2.87K
$861K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
89+ 2.3% |
$41.1K - $48.8K
|
3.96K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
89+ 0.16% |
$41.1K - $48.8K
|
54.6K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
88+ 1.32% |
$40.6K - $48.2K
|
6.76K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
88+ 4.24% |
$40.6K - $48.2K
|
2.16K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
88+ 7.81% |
$40.6K - $48.2K
|
1.22K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
88+ 13.86% |
$40.6K - $48.2K
|
723
$217K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
87+ 0.06% |
$40.2K - $47.7K
|
139K
$41.9M
|