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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
332K+ 89.32% |
$161M - $207M
|
703K
$369M
|
|
|
Jan 16, 2025
Q4 2024
|
Seilern Investment Management LTD
London, X0 |
BUY
|
- |
302KNew |
$147M - $189M
|
302K
$159M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
94.8K+ 24.74% |
$46M - $59.3M
|
478K
$251M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
90.6K+ 24.38% |
$44M - $56.6M
|
462K
$243M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
80.8KNew |
$39.2M - $50.5M
|
80.8K
$42.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
40K+ 47.4% |
$19.4M - $25M
|
124K
$65.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
28.2K+ 176.25% |
$13.7M - $17.7M
|
44.2K
$23.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.7KNew |
$6.64M - $8.56M
|
13.7K
$7.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
12.6K+ 30.02% |
$6.12M - $7.88M
|
54.6K
$28.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
12.1K+ 21.79% |
$5.87M - $7.56M
|
67.5K
$35.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.8K+ 2.29% |
$5.73M - $7.39M
|
529K
$278M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.4K+ 6.07% |
$5.55M - $7.14M
|
200K
$105M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.15K+ 260.66% |
$3.47M - $4.47M
|
9.89K
$5.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
7.01K+ 104.49% |
$3.4M - $4.38M
|
13.7K
$7.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
7KNew |
$3.4M - $4.38M
|
7K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.89KNew |
$3.34M - $4.3M
|
6.89K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.89KNew |
$3.34M - $4.3M
|
6.89K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2K+ 72.23% |
$3.01M - $3.88M
|
14.8K
$7.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.16K+ 14.13% |
$2.99M - $3.85M
|
49.7K
$26.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.34KNew |
$2.11M - $2.72M
|
4.34K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4.02K+ 11.85% |
$1.95M - $2.51M
|
38K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.27K+ 9.15% |
$1.59M - $2.04M
|
39K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
3.2K+ 16.54% |
$1.55M - $2M
|
22.6K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3.2K+ 26.67% |
$1.55M - $2M
|
15.2K
$7.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.16K+ 16.88% |
$1.53M - $1.97M
|
21.9K
$11.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
3.05K+ 48.41% |
$1.48M - $1.91M
|
9.35K
$4.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.78K+ 13.29% |
$1.35M - $1.74M
|
23.7K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.65K+ 13.44% |
$1.29M - $1.66M
|
22.4K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$1.25M - $1.62M
|
2.58K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.58K+ 11.37% |
$1.25M - $1.61M
|
25.3K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.52K+ 74.17% |
$1.22M - $1.57M
|
5.91K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.37K+ 4.78% |
$1.15M - $1.48M
|
51.9K
$27.2M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.34K+ 20.45% |
$1.14M - $1.46M
|
13.8K
$7.23M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.32K+ 8.67% |
$1.12M - $1.45M
|
29K
$15.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.29K+ 7.61% |
$1.11M - $1.43M
|
32.3K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.27K+ 3.4% |
$1.1M - $1.42M
|
69K
$36.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.25K+ 6.53% |
$1.09M - $1.41M
|
36.7K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.23K+ 5.61% |
$1.08M - $1.39M
|
41.9K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.16K+ 8.87% |
$1.05M - $1.35M
|
26.4K
$13.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.14K+ 8.85% |
$1.04M - $1.34M
|
26.3K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.12K+ 426.36% |
$1.03M - $1.32M
|
2.62K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.91K+ 0.4% |
$926K - $1.19M
|
476K
$250M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.8KNew |
$873K - $1.12M
|
1.8K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.78KNew |
$866K - $1.12M
|
1.78K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.74KNew |
$844K - $1.09M
|
1.74K
$913K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 16.0% |
$815K - $1.05M
|
12.2K
$6.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.67K+ 15.01% |
$810K - $1.04M
|
12.8K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.66KNew |
$805K - $1.04M
|
1.66K
$870K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.65KNew |
$801K - $1.03M
|
1.65K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.54K+ 10.24% |
$745K - $960K
|
16.5K
$8.68M
|