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 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
66+ 1.05% |
$30.5K - $36.2K
|
6.37K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
66+ 1.52% |
$30.5K - $36.2K
|
4.41K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.24% |
$30K - $35.6K
|
27.4K
$8.25M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
64+ 1.44% |
$29.5K - $35.1K
|
4.5K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
64+ 10.77% |
$29.5K - $35.1K
|
658
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 13.5% |
$29.5K - $35.1K
|
538
$162K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 10.62% |
$29.1K - $34.5K
|
656
$197K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
63+ 9.77% |
$29.1K - $34.5K
|
708
$213K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
63+ 1.14% |
$29.1K - $34.5K
|
5.61K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
63+ 9.98% |
$29.1K - $34.5K
|
694
$209K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
63+ 7.37% |
$29.1K - $34.5K
|
918
$276K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
63+ 1.49% |
$29.1K - $34.5K
|
4.29K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
63+ 3.42% |
$29.1K - $34.5K
|
1.9K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
62+ 9.92% |
$28.6K - $34K
|
687
$206K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
61+ 2.82% |
$28.2K - $33.4K
|
2.22K
$668K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
61+ 3.74% |
$28.2K - $33.4K
|
1.69K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
60+ 1.41% |
$27.7K - $32.9K
|
4.3K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
60+ 5.91% |
$27.7K - $32.9K
|
1.08K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
60+ 2.36% |
$27.7K - $32.9K
|
2.6K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
59+ 2.92% |
$27.2K - $32.3K
|
2.08K
$626K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
59+ 13.14% |
$27.2K - $32.3K
|
508
$153K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
58+ 3.43% |
$26.8K - $31.8K
|
1.75K
$525K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
58+ 1.33% |
$26.8K - $31.8K
|
4.4K
$1.32M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
57New |
$26.3K - $31.2K
|
57
$17.1K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
57+ 4.94% |
$26.3K - $31.2K
|
1.21K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
57+ 52.78% |
$26.3K - $31.2K
|
165
$49.6K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
57+ 11.73% |
$26.3K - $31.2K
|
543
$163K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
56+ 5.09% |
$25.8K - $30.7K
|
1.16K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
55+ 0.52% |
$25.4K - $30.1K
|
10.6K
$3.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
55+ 3.0% |
$25.4K - $30.1K
|
1.89K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
55+ 5.93% |
$25.4K - $30.1K
|
983
$295K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
54+ 0.81% |
$24.9K - $29.6K
|
6.74K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
54+ 22.41% |
$24.9K - $29.6K
|
295
$88.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
54+ 1.88% |
$24.9K - $29.6K
|
2.93K
$879K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
54+ 5.25% |
$24.9K - $29.6K
|
1.08K
$326K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
54+ 0.3% |
$24.9K - $29.6K
|
17.9K
$5.39M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
53+ 0.98% |
$24.5K - $29.1K
|
5.44K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
53+ 2.19% |
$24.5K - $29.1K
|
2.48K
$744K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
52+ 3.81% |
$24K - $28.5K
|
1.42K
$426K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 7.33% |
$24K - $28.5K
|
761
$229K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
51+ 2.68% |
$23.5K - $28K
|
1.95K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
50+ 416.67% |
$23.1K - $27.4K
|
62
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
50+ 1.34% |
$23.1K - $27.4K
|
3.78K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
50+ 1.07% |
$23.1K - $27.4K
|
4.73K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 0.17% |
$22.6K - $26.9K
|
29.3K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
49+ 2.97% |
$22.6K - $26.9K
|
1.7K
$511K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
49+ 8.97% |
$22.6K - $26.9K
|
595
$179K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
48+ 685.71% |
$22.2K - $26.3K
|
55
$16.5K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
48+ 7.27% |
$22.2K - $26.3K
|
708
$213K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.94% |
$22.2K - $26.3K
|
5.18K
$1.56M
|