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 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
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33+ 2.66% |
$15.2K - $18.1K
|
1.27K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
33+ 4.19% |
$15.2K - $18.1K
|
820
$246K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33+ 5.6% |
$15.2K - $18.1K
|
622
$187K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
33+ 3.19% |
$15.2K - $18.1K
|
1.07K
$321K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
33+ 1.43% |
$15.2K - $18.1K
|
2.33K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
32+ 114.29% |
$14.8K - $17.5K
|
60
$18K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
32+ 0.4% |
$14.8K - $17.5K
|
7.98K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
32+ 7.92% |
$14.8K - $17.5K
|
436
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
32+ 5.37% |
$14.8K - $17.5K
|
628
$189K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 7.79% |
$14.3K - $17K
|
429
$129K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
31+ 3.17% |
$14.3K - $17K
|
1.01K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 5.01% |
$14.3K - $17K
|
650
$195K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
31+ 2.81% |
$14.3K - $17K
|
1.14K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
30+ 1.58% |
$13.8K - $16.4K
|
1.93K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30+ 1.1% |
$13.8K - $16.4K
|
2.76K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.34% |
$13.8K - $16.4K
|
8.78K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
30+ 8.22% |
$13.8K - $16.4K
|
395
$119K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
30New |
$13.8K - $16.4K
|
30
$9.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
30+ 2.4% |
$13.8K - $16.4K
|
1.28K
$385K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
30+ 2.37% |
$13.8K - $16.4K
|
1.3K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
30+ 1.01% |
$13.8K - $16.4K
|
3.01K
$906K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
30+ 0.93% |
$13.8K - $16.4K
|
3.27K
$982K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
29+ 1.22% |
$13.4K - $15.9K
|
2.41K
$725K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
29+ 0.37% |
$13.4K - $15.9K
|
7.77K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29+ 3.99% |
$13.4K - $15.9K
|
756
$227K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
28+ 1.03% |
$12.9K - $15.3K
|
2.74K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 2.49% |
$12.9K - $15.3K
|
1.15K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
28+ 6.07% |
$12.9K - $15.3K
|
489
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
28+ 1.89% |
$12.9K - $15.3K
|
1.51K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
28+ 4.47% |
$12.9K - $15.3K
|
654
$197K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
27+ 0.18% |
$12.5K - $14.8K
|
14.7K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 3.41% |
$12.5K - $14.8K
|
819
$246K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 3.16% |
$12.5K - $14.8K
|
882
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
27+ 0.37% |
$12.5K - $14.8K
|
7.26K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27+ 5.29% |
$12.5K - $14.8K
|
537
$161K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 0.89% |
$12K - $14.3K
|
2.95K
$886K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
26+ 2.5% |
$12K - $14.3K
|
1.07K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
26+ 4.08% |
$12K - $14.3K
|
663
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26+ 1.47% |
$12K - $14.3K
|
1.8K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.21% |
$11.5K - $13.7K
|
12.1K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25+ 0.34% |
$11.5K - $13.7K
|
7.27K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
25+ 1.45% |
$11.5K - $13.7K
|
1.75K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 1.87% |
$11.5K - $13.7K
|
1.36K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25+ 8.93% |
$11.5K - $13.7K
|
305
$91.7K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.15% |
$11.1K - $13.2K
|
16.2K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
24+ 4.23% |
$11.1K - $13.2K
|
592
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24+ 2.76% |
$11.1K - $13.2K
|
894
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24+ 0.88% |
$11.1K - $13.2K
|
2.76K
$830K
|