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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
200New |
$54.9K - $120K
|
200
$60.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
186+ 7.37% |
$51K - $112K
|
2.71K
$821K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
181+ 32.21% |
$49.7K - $109K
|
743
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
145+ 3.94% |
$39.8K - $86.9K
|
3.82K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
142+ 8.13% |
$39K - $85.1K
|
1.89K
$572K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
142+ 3.86% |
$39K - $85.1K
|
3.82K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 12.89% |
$35.9K - $78.5K
|
1.15K
$347K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
115+ 18.49% |
$31.6K - $68.9K
|
737
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
102+ 4.55% |
$28K - $61.1K
|
2.34K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
88+ 15.47% |
$24.1K - $52.8K
|
657
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
80+ 11.38% |
$21.9K - $48K
|
783
$237K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
76+ 3.15% |
$20.9K - $45.6K
|
2.49K
$754K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
68+ 7.74% |
$18.7K - $40.8K
|
946
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
67+ 2.03% |
$18.4K - $40.2K
|
3.37K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
55+ 2.12% |
$15.1K - $33K
|
2.65K
$801K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
51+ 3.03% |
$14K - $30.6K
|
1.73K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 5.05% |
$12.1K - $26.4K
|
915
$277K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44+ 9.98% |
$12.1K - $26.4K
|
485
$147K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
41+ 3.34% |
$11.2K - $24.6K
|
1.27K
$385K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
37+ 0.62% |
$10.2K - $22.2K
|
6K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
36+ 12.0% |
$9.88K - $21.6K
|
336
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
26+ 20.8% |
$7.13K - $15.6K
|
151
$45.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
26+ 0.45% |
$7.13K - $15.6K
|
5.86K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
24+ 1.03% |
$6.58K - $14.4K
|
2.36K
$714K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
24+ 2.2% |
$6.58K - $14.4K
|
1.12K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
23+ 1.43% |
$6.31K - $13.8K
|
1.64K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
19+ 1.78% |
$5.21K - $11.4K
|
1.09K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18+ 17.82% |
$4.94K - $10.8K
|
119
$36K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
16+ 0.13% |
$4.39K - $9.59K
|
11.9K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14+ 0.39% |
$3.84K - $8.39K
|
3.62K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.99% |
$3.57K - $7.79K
|
199
$60.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.66% |
$3.02K - $6.59K
|
1.67K
$507K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11+ 0.06% |
$3.02K - $6.59K
|
17.2K
$5.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
6New |
$1.65K - $3.6K
|
6
$1.82K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.46% |
$1.1K - $2.4K
|
868
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.3% |
$549 - $1.2K
|
662
$201K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.04% |
$549 - $1.2K
|
100
$30.3K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
25.8MNew |
$11.9B - $14.2B
|
25.8M
$7.83B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
7.34MNew |
$3.39B - $4.03B
|
7.34M
$2.22B
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.58M+ 6.56% |
$2.58B - $3.06B
|
90.7M
$27.5B
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.86M+ 15.92% |
$1.32B - $1.57B
|
20.8M
$6.31B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86M+ 7.62% |
$859M - $1.02B
|
26.3M
$7.96B
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.82M+ 52.88% |
$838M - $996M
|
5.25M
$1.59B
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.26M+ 5.87% |
$583M - $693M
|
22.8M
$6.9B
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.09M+ 94.3% |
$505M - $599M
|
2.25M
$682M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.03M+ 6.62% |
$477M - $567M
|
16.7M
$5.04B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
988K+ 84.96% |
$456M - $541M
|
2.15M
$651M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
951K+ 137.77% |
$439M - $521M
|
1.64M
$497M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
847K+ 13.61% |
$391M - $464M
|
7.07M
$2.14B
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
839K+ 19.25% |
$387M - $460M
|
5.2M
$1.57B
|
|