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 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
905New |
$439K - $566K
|
905
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
900New |
$437K - $563K
|
900
$465K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
900New |
$437K - $563K
|
900
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
886+ 62.31% |
$430K - $554K
|
2.31K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
873+ 5.24% |
$424K - $546K
|
17.5K
$9.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
870+ 2.21% |
$422K - $544K
|
40.3K
$20.8M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
869New |
$422K - $543K
|
869
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
868+ 9.39% |
$421K - $543K
|
10.1K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
865New |
$420K - $541K
|
865
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
861New |
$418K - $538K
|
861
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
861+ 28.0% |
$418K - $538K
|
3.94K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
854+ 26.16% |
$415K - $534K
|
4.12K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
846+ 89.9% |
$411K - $529K
|
1.79K
$924K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
844New |
$410K - $528K
|
844
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
843New |
$409K - $527K
|
843
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
839New |
$407K - $525K
|
839
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
839New |
$407K - $525K
|
839
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
836New |
$406K - $523K
|
836
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
835New |
$405K - $522K
|
835
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
835+ 17.25% |
$405K - $522K
|
5.68K
$2.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
833+ 1.42% |
$404K - $521K
|
59.4K
$30.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
831New |
$403K - $520K
|
831
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
830+ 1.42% |
$403K - $519K
|
59.3K
$30.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
820+ 26.7% |
$398K - $513K
|
3.89K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
815+ 2.78% |
$396K - $510K
|
30.1K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
812+ 16.12% |
$394K - $508K
|
5.85K
$3.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
811New |
$394K - $507K
|
811
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
810New |
$393K - $506K
|
810
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Carroll Investors, Inc
|
BUY
|
- |
809+ 174.35% |
$393K - $506K
|
1.27K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
807New |
$392K - $505K
|
807
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
799New |
$388K - $500K
|
799
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
797New |
$387K - $498K
|
797
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
796+ 18.05% |
$386K - $498K
|
5.21K
$2.69M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
795New |
$386K - $497K
|
795
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
795+ 47.1% |
$386K - $497K
|
2.48K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
794+ 17.84% |
$386K - $496K
|
5.24K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
789+ 12.98% |
$383K - $493K
|
6.87K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
787+ 0.74% |
$382K - $492K
|
108K
$55.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
786New |
$382K - $491K
|
786
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
781New |
$379K - $488K
|
781
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
779+ 6.12% |
$378K - $487K
|
13.5K
$6.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
777New |
$377K - $486K
|
777
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
773+ 28.86% |
$375K - $483K
|
3.45K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
767+ 18.62% |
$372K - $480K
|
4.89K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
760+ 11.54% |
$369K - $475K
|
7.34K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
759+ 4.71% |
$369K - $475K
|
16.9K
$8.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
759New |
$369K - $475K
|
759
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
758+ 14.98% |
$368K - $474K
|
5.82K
$3.01M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
757New |
$368K - $473K
|
757
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
755+ 124.79% |
$367K - $472K
|
1.36K
$703K
|