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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48+ 0.67% |
$22.2K - $26.3K
|
7.19K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
48+ 2.87% |
$22.2K - $26.3K
|
1.72K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
47+ 0.85% |
$21.7K - $25.8K
|
5.58K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 9.7% |
$21.2K - $25.2K
|
520
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 3.48% |
$21.2K - $25.2K
|
1.37K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
45+ 1.35% |
$20.8K - $24.7K
|
3.38K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
45+ 31.69% |
$20.8K - $24.7K
|
187
$56.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
45+ 0.91% |
$20.8K - $24.7K
|
4.96K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
45+ 2.69% |
$20.8K - $24.7K
|
1.72K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
44+ 0.61% |
$20.3K - $24.1K
|
7.26K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
44+ 5.87% |
$20.3K - $24.1K
|
794
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
44+ 6.45% |
$20.3K - $24.1K
|
726
$218K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
43+ 4.04% |
$19.8K - $23.6K
|
1.11K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
43+ 1.6% |
$19.8K - $23.6K
|
2.73K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.01% |
$19.4K - $23K
|
353K
$106M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
42+ 0.45% |
$19.4K - $23K
|
9.29K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
42+ 4.17% |
$19.4K - $23K
|
1.05K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
41+ 0.5% |
$18.9K - $22.5K
|
8.29K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41+ 6.89% |
$18.9K - $22.5K
|
636
$191K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
41+ 2.62% |
$18.9K - $22.5K
|
1.61K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 3.14% |
$18.9K - $22.5K
|
1.35K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 9.76% |
$18.9K - $22.5K
|
461
$139K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 1.61% |
$18.5K - $21.9K
|
2.52K
$757K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40+ 7.27% |
$18.5K - $21.9K
|
590
$177K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
40+ 6.85% |
$18.5K - $21.9K
|
624
$188K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 5.59% |
$18.5K - $21.9K
|
756
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 1.65% |
$18.5K - $21.9K
|
2.46K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 8.41% |
$18K - $21.4K
|
503
$151K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
39+ 5.31% |
$18K - $21.4K
|
773
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 1.62% |
$18K - $21.4K
|
2.45K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
39+ 0.89% |
$18K - $21.4K
|
4.41K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
38+ 0.6% |
$17.5K - $20.8K
|
6.39K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
38+ 2.4% |
$17.5K - $20.8K
|
1.62K
$487K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37+ 0.53% |
$17.1K - $20.3K
|
7K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37+ 0.2% |
$17.1K - $20.3K
|
18.7K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
37+ 0.45% |
$17.1K - $20.3K
|
8.26K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 3.18% |
$17.1K - $20.3K
|
1.2K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
37+ 4.65% |
$17.1K - $20.3K
|
833
$250K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
36+ 6.91% |
$16.6K - $19.7K
|
557
$167K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
36+ 1.56% |
$16.6K - $19.7K
|
2.35K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
36+ 4.22% |
$16.6K - $19.7K
|
890
$268K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.94% |
$16.2K - $19.2K
|
3.74K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
35+ 1.21% |
$16.2K - $19.2K
|
2.94K
$883K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35+ 3.04% |
$16.2K - $19.2K
|
1.19K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
35+ 2.41% |
$16.2K - $19.2K
|
1.49K
$446K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 0.61% |
$16.2K - $19.2K
|
5.81K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
34+ 4.64% |
$15.7K - $18.6K
|
766
$230K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
34+ 1.75% |
$15.7K - $18.6K
|
1.98K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
34+ 1.15% |
$15.7K - $18.6K
|
2.99K
$900K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
34+ 3.42% |
$15.7K - $18.6K
|
1.03K
$309K
|