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 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24+ 2.13% |
$11.1K - $13.2K
|
1.15K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 3.59% |
$11.1K - $13.2K
|
692
$208K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
23+ 4.17% |
$10.6K - $12.6K
|
575
$173K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
23+ 5.64% |
$10.6K - $12.6K
|
431
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 5.79% |
$10.6K - $12.6K
|
420
$126K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
22+ 0.27% |
$10.2K - $12.1K
|
8.09K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
22New |
$10.2K - $12.1K
|
22
$6.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22+ 4.26% |
$10.2K - $12.1K
|
538
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$10.2K - $12.1K
|
22
$6.61K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.32% |
$10.2K - $12.1K
|
6.95K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21+ 2.41% |
$9.69K - $11.5K
|
892
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
21+ 0.58% |
$9.69K - $11.5K
|
3.64K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
21+ 5.13% |
$9.69K - $11.5K
|
430
$129K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
20New |
$9.23K - $11K
|
20
$6.01K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
20+ 2.54% |
$9.23K - $11K
|
806
$242K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 2.95% |
$9.23K - $11K
|
697
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
20+ 3.8% |
$9.23K - $11K
|
546
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 1.48% |
$9.23K - $11K
|
1.37K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19+ 0.04% |
$8.77K - $10.4K
|
49.2K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
19+ 3.53% |
$8.77K - $10.4K
|
558
$168K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 9.5% |
$8.77K - $10.4K
|
219
$65.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 76.0% |
$8.77K - $10.4K
|
44
$13.2K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
18+ 13.24% |
$8.31K - $9.87K
|
154
$46.3K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
18+ 150.0% |
$8.31K - $9.87K
|
30
$9.02K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18+ 2.07% |
$8.31K - $9.87K
|
886
$266K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18+ 200.0% |
$8.31K - $9.87K
|
27
$8.12K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18+ 1.56% |
$8.31K - $9.87K
|
1.17K
$353K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18+ 14.4% |
$8.31K - $9.87K
|
143
$43K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18+ 20.93% |
$8.31K - $9.87K
|
104
$31.3K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17+ 0.75% |
$7.85K - $9.32K
|
2.29K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
17+ 1.81% |
$7.85K - $9.32K
|
956
$287K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 0.44% |
$7.38K - $8.77K
|
3.66K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
16+ 2.32% |
$7.38K - $8.77K
|
707
$213K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16+ 5.82% |
$7.38K - $8.77K
|
291
$87.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
16+ 1.0% |
$7.38K - $8.77K
|
1.62K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.36% |
$7.38K - $8.77K
|
4.41K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
16+ 3.36% |
$7.38K - $8.77K
|
492
$148K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.36% |
$6.92K - $8.22K
|
4.13K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 3.76% |
$6.92K - $8.22K
|
414
$124K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 0.45% |
$6.92K - $8.22K
|
3.36K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 4.59% |
$6.92K - $8.22K
|
342
$103K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
14+ 2.46% |
$6.46K - $7.67K
|
582
$175K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
14+ 0.04% |
$6.46K - $7.67K
|
37.2K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
14+ 0.4% |
$6.46K - $7.67K
|
3.53K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14New |
$6.46K - $7.67K
|
14
$4.21K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.36% |
$6.46K - $7.67K
|
1.05K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14+ 2.84% |
$6.46K - $7.67K
|
507
$152K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
14+ 1.15% |
$6.46K - $7.67K
|
1.23K
$369K
|