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
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
126+ 11.45% |
$61.2K - $78.8K
|
1.23K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
125New |
$60.7K - $78.2K
|
125
$65.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
125+ 8.31% |
$60.7K - $78.2K
|
1.63K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123+ 12.05% |
$59.7K - $76.9K
|
1.14K
$599K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
122+ 8.04% |
$59.2K - $76.3K
|
1.64K
$859K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
122+ 23.69% |
$59.2K - $76.3K
|
637
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
121+ 1.55% |
$58.7K - $75.7K
|
7.95K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
121+ 9.46% |
$58.7K - $75.7K
|
1.4K
$733K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
121+ 5.26% |
$58.7K - $75.7K
|
2.42K
$1.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
121+ 16.05% |
$58.7K - $75.7K
|
875
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
120+ 9.5% |
$58.3K - $75K
|
1.38K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
120New |
$58.3K - $75K
|
120
$62.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
119+ 4.36% |
$57.8K - $74.4K
|
2.85K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
119+ 19.26% |
$57.8K - $74.4K
|
737
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
118+ 12.41% |
$57.3K - $73.8K
|
1.07K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
118+ 0.47% |
$57.3K - $73.8K
|
25.4K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
118+ 28.92% |
$57.3K - $73.8K
|
526
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 2.39% |
$56.8K - $73.2K
|
5.01K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
117+ 4.42% |
$56.8K - $73.2K
|
2.77K
$1.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
117+ 16.69% |
$56.8K - $73.2K
|
818
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
116+ 5.79% |
$56.3K - $72.5K
|
2.12K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
116+ 0.26% |
$56.3K - $72.5K
|
43.9K
$23M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.88% |
$55.8K - $71.9K
|
13.2K
$6.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
115+ 11.76% |
$55.8K - $71.9K
|
1.09K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
114+ 27.08% |
$55.3K - $71.3K
|
535
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
114+ 4.97% |
$55.3K - $71.3K
|
2.41K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
113New |
$54.9K - $70.7K
|
113
$59.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
113+ 27.7% |
$54.9K - $70.7K
|
521
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
113+ 4.19% |
$54.9K - $70.7K
|
2.81K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
112+ 31.46% |
$54.4K - $70K
|
468
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
112+ 0.29% |
$54.4K - $70K
|
38.2K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111+ 1.02% |
$53.9K - $69.4K
|
11K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
111+ 3.36% |
$53.9K - $69.4K
|
3.41K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
111+ 28.03% |
$53.9K - $69.4K
|
507
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
111+ 5.5% |
$53.9K - $69.4K
|
2.13K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
111New |
$53.9K - $69.4K
|
111
$58.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
110+ 10.68% |
$53.4K - $68.8K
|
1.14K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
110+ 17.05% |
$53.4K - $68.8K
|
755
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
109+ 4.01% |
$52.9K - $68.2K
|
2.83K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
109+ 27.74% |
$52.9K - $68.2K
|
502
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
109+ 22.47% |
$52.9K - $68.2K
|
594
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
108New |
$52.4K - $67.5K
|
108
$56.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
107+ 1.82% |
$52K - $66.9K
|
5.97K
$3.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
107+ 115.05% |
$52K - $66.9K
|
200
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
105+ 4.03% |
$51K - $65.7K
|
2.71K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
104+ 5.72% |
$50.5K - $65K
|
1.92K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
103+ 0.96% |
$50K - $64.4K
|
10.9K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
102+ 0.72% |
$49.5K - $63.8K
|
14.3K
$7.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 2.99% |
$49.5K - $63.8K
|
3.52K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
102+ 2.86% |
$49.5K - $63.8K
|
3.67K
$1.92M
|