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 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
13+ 1.41% |
$6K - $7.13K
|
938
$282K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
13+ 0.4% |
$6K - $7.13K
|
3.22K
$969K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
13+ 0.13% |
$6K - $7.13K
|
10K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13+ 2.06% |
$6K - $7.13K
|
644
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 0.42% |
$6K - $7.13K
|
3.1K
$933K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
13+ 1.4% |
$6K - $7.13K
|
941
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.79% |
$6K - $7.13K
|
1.66K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
13+ 1.56% |
$6K - $7.13K
|
848
$255K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12+ 0.63% |
$5.54K - $6.58K
|
1.92K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12+ 0.46% |
$5.54K - $6.58K
|
2.62K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.19% |
$5.54K - $6.58K
|
6.43K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
12+ 0.91% |
$5.54K - $6.58K
|
1.33K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
12+ 0.95% |
$5.54K - $6.58K
|
1.28K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12+ 2.54% |
$5.54K - $6.58K
|
485
$146K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12+ 0.77% |
$5.54K - $6.58K
|
1.58K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
11+ 0.32% |
$5.08K - $6.03K
|
3.46K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
11+ 1.16% |
$5.08K - $6.03K
|
960
$289K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.08% |
$5.08K - $6.03K
|
13K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.67% |
$5.08K - $6.03K
|
1.65K
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
11+ 1.98% |
$5.08K - $6.03K
|
567
$170K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
11+ 2.05% |
$5.08K - $6.03K
|
548
$165K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10+ 1.6% |
$4.62K - $5.48K
|
636
$191K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 6.17% |
$4.62K - $5.48K
|
172
$51.7K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
10+ 1.58% |
$4.62K - $5.48K
|
641
$193K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
10+ 0.14% |
$4.62K - $5.48K
|
7.12K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
10+ 1.37% |
$4.62K - $5.48K
|
739
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10+ 125.0% |
$4.62K - $5.48K
|
18
$5.41K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10+ 1.88% |
$4.62K - $5.48K
|
542
$163K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
10+ 1.01% |
$4.62K - $5.48K
|
1K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.92% |
$4.62K - $5.48K
|
1.1K
$329K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9+ 0.67% |
$4.15K - $4.93K
|
1.36K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.09% |
$4.15K - $4.93K
|
10.1K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
9+ 0.36% |
$4.15K - $4.93K
|
2.49K
$749K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
9+ 0.73% |
$4.15K - $4.93K
|
1.24K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 4.5% |
$4.15K - $4.93K
|
209
$62.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
9+ 0.41% |
$4.15K - $4.93K
|
2.19K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
8+ 0.16% |
$3.69K - $4.39K
|
5.09K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8+ 0.16% |
$3.69K - $4.39K
|
5.17K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 1.2% |
$3.69K - $4.39K
|
676
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
8+ 0.63% |
$3.69K - $4.39K
|
1.28K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 1.6% |
$3.69K - $4.39K
|
508
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 1.16% |
$3.69K - $4.39K
|
697
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
8+ 0.79% |
$3.69K - $4.39K
|
1.02K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8+ 1.06% |
$3.69K - $4.39K
|
763
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 34.78% |
$3.69K - $4.39K
|
31
$9.32K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8+ 0.43% |
$3.69K - $4.39K
|
1.86K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 0.86% |
$3.23K - $3.84K
|
820
$246K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 1.15% |
$3.23K - $3.84K
|
617
$185K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7+ 1.86% |
$3.23K - $3.84K
|
384
$115K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.95% |
$3.23K - $3.84K
|
745
$224K
|