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 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
641+ 20.59% |
$176K - $384K
|
3.75K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
634+ 124.8% |
$174K - $380K
|
1.14K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
634+ 42.41% |
$174K - $380K
|
2.13K
$607K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
634+ 163.82% |
$174K - $380K
|
1.02K
$291K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
607+ 81.81% |
$167K - $364K
|
1.35K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
603+ 28.48% |
$165K - $361K
|
2.72K
$776K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
591+ 14.43% |
$162K - $354K
|
4.69K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
591+ 92.63% |
$162K - $354K
|
1.23K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
572+ 92.71% |
$157K - $343K
|
1.19K
$339K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
572+ 21.27% |
$157K - $343K
|
3.26K
$930K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
567+ 12.42% |
$156K - $340K
|
5.13K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
564+ 132.71% |
$155K - $338K
|
989
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
538+ 109.8% |
$148K - $323K
|
1.03K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
536+ 92.41% |
$147K - $321K
|
1.12K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
532+ 19.3% |
$146K - $319K
|
3.29K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
524+ 2.74% |
$144K - $314K
|
19.7K
$5.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
523+ 30.11% |
$143K - $314K
|
2.26K
$644K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
523+ 25.39% |
$143K - $314K
|
2.58K
$736K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
518+ 63.4% |
$142K - $311K
|
1.34K
$381K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
514+ 3.79% |
$141K - $308K
|
14.1K
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
504+ 3.23% |
$138K - $302K
|
16.1K
$4.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
500New |
$137K - $300K
|
500
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
493+ 31.28% |
$135K - $296K
|
2.07K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
486+ 4.14% |
$133K - $291K
|
12.2K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
481+ 4.87% |
$132K - $288K
|
10.4K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
481+ 1.54% |
$132K - $288K
|
31.8K
$9.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
475+ 0.95% |
$130K - $285K
|
50.4K
$14.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
448+ 61.71% |
$123K - $269K
|
1.17K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
444+ 68.84% |
$122K - $266K
|
1.09K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
427+ 71.4% |
$117K - $256K
|
1.03K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
422+ 15.1% |
$116K - $253K
|
3.22K
$917K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
421+ 3.71% |
$116K - $252K
|
11.8K
$3.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
420+ 80.77% |
$115K - $252K
|
940
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
418+ 65.41% |
$115K - $251K
|
1.06K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
417+ 59.23% |
$114K - $250K
|
1.12K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
415+ 63.17% |
$114K - $249K
|
1.07K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
404+ 44.89% |
$111K - $242K
|
1.3K
$372K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
396+ 27.07% |
$109K - $237K
|
1.86K
$530K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
394+ 8.32% |
$108K - $236K
|
5.13K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
390+ 322.31% |
$107K - $234K
|
511
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
380+ 7.84% |
$104K - $228K
|
5.23K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
371+ 43.04% |
$102K - $222K
|
1.23K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
369+ 101.93% |
$101K - $221K
|
731
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
368+ 22.12% |
$101K - $221K
|
2.03K
$579K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
367+ 19.97% |
$101K - $220K
|
2.21K
$629K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
359+ 30.27% |
$98.5K - $215K
|
1.55K
$441K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
359+ 44.65% |
$98.5K - $215K
|
1.16K
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
350New |
$96K - $210K
|
350
$99.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
344+ 32.76% |
$94.4K - $206K
|
1.39K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
344+ 23.03% |
$94.4K - $206K
|
1.84K
$524K
|