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 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
736+ 29.1% |
$340K - $403K
|
3.27K
$981K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
734+ 1.93% |
$339K - $402K
|
38.7K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
731+ 1.81% |
$337K - $401K
|
41K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
722+ 13.84% |
$333K - $396K
|
5.94K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
720+ 4.4% |
$332K - $395K
|
17.1K
$5.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
710+ 18.88% |
$328K - $389K
|
4.47K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
703+ 6.88% |
$324K - $385K
|
10.9K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
695+ 1.66% |
$321K - $381K
|
42.5K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
691+ 1.88% |
$319K - $379K
|
37.4K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
691New |
$319K - $379K
|
691
$208K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
690+ 11.71% |
$318K - $378K
|
6.58K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
679+ 0.57% |
$313K - $372K
|
119K
$35.8M
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
678+ 97.0% |
$313K - $372K
|
1.38K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
674+ 6.91% |
$311K - $369K
|
10.4K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
672+ 6.22% |
$310K - $368K
|
11.5K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
668New |
$308K - $366K
|
668
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
664+ 11.41% |
$306K - $364K
|
6.48K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
663+ 23.04% |
$306K - $363K
|
3.54K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
660+ 9.97% |
$305K - $362K
|
7.28K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
658+ 159.32% |
$304K - $361K
|
1.07K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
656+ 12.47% |
$303K - $360K
|
5.92K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
655+ 27.58% |
$302K - $359K
|
3.03K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
647+ 12.54% |
$299K - $355K
|
5.81K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
646+ 11.87% |
$298K - $354K
|
6.09K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
645New |
$298K - $354K
|
645
$194K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
645New |
$298K - $354K
|
645
$194K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
639+ 14.68% |
$295K - $350K
|
4.99K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
635New |
$293K - $348K
|
635
$191K
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
633+ 135.55% |
$292K - $347K
|
1.1K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
633+ 135.55% |
$292K - $347K
|
1.1K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
629+ 306.83% |
$290K - $345K
|
834
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
629+ 25.31% |
$290K - $345K
|
3.11K
$936K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
628+ 14.8% |
$290K - $344K
|
4.87K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
628New |
$290K - $344K
|
628
$189K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
628+ 13.55% |
$290K - $344K
|
5.26K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
627New |
$289K - $344K
|
627
$188K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
626+ 58.78% |
$289K - $343K
|
1.69K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
625+ 29.61% |
$288K - $343K
|
2.74K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
622+ 10.65% |
$287K - $341K
|
6.47K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
616+ 159.59% |
$284K - $338K
|
1K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
612+ 8.91% |
$282K - $335K
|
7.48K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
605New |
$279K - $332K
|
605
$182K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
604New |
$279K - $331K
|
604
$182K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
601New |
$277K - $329K
|
601
$181K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
598+ 16.02% |
$276K - $328K
|
4.33K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
590+ 1.0% |
$272K - $323K
|
59.8K
$18M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
590+ 0.48% |
$272K - $323K
|
124K
$37.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
590New |
$272K - $323K
|
590
$177K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
588New |
$271K - $322K
|
588
$177K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
587New |
$271K - $322K
|
587
$176K
|