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 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
584+ 23.43% |
$270K - $320K
|
3.08K
$925K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
581+ 0.77% |
$268K - $318K
|
75.9K
$22.8M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
579+ 22.32% |
$267K - $317K
|
3.17K
$954K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
572+ 31.81% |
$264K - $314K
|
2.37K
$712K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
570+ 2.48% |
$263K - $312K
|
23.5K
$7.08M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
569+ 1.26% |
$263K - $312K
|
45.7K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
569+ 34.32% |
$263K - $312K
|
2.23K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
568New |
$262K - $311K
|
568
$171K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
565+ 71.97% |
$261K - $310K
|
1.35K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
564New |
$260K - $309K
|
564
$170K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
563+ 2.39% |
$260K - $309K
|
24.1K
$7.24M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
558New |
$258K - $306K
|
558
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
558+ 17.39% |
$258K - $306K
|
3.77K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
553+ 9.45% |
$255K - $303K
|
6.4K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
553+ 3.01% |
$255K - $303K
|
18.9K
$5.69M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
553+ 4.52% |
$255K - $303K
|
12.8K
$3.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
551+ 1.41% |
$254K - $302K
|
39.5K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
547+ 64.81% |
$252K - $300K
|
1.39K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
547+ 5.41% |
$252K - $300K
|
10.7K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
542+ 5.27% |
$250K - $297K
|
10.8K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
541+ 30.81% |
$250K - $297K
|
2.3K
$690K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
539+ 2.63% |
$249K - $295K
|
21K
$6.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
535+ 75.35% |
$247K - $293K
|
1.25K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
533New |
$246K - $292K
|
533
$160K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
531+ 12.42% |
$245K - $291K
|
4.81K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
529+ 2.94% |
$244K - $290K
|
18.5K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
522+ 5.48% |
$241K - $286K
|
10.1K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
520+ 2.1% |
$240K - $285K
|
25.2K
$7.59M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
519+ 4.65% |
$240K - $285K
|
11.7K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
515+ 2.08% |
$238K - $282K
|
25.3K
$7.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
515New |
$238K - $282K
|
515
$155K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
514New |
$237K - $282K
|
514
$154K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
508New |
$234K - $278K
|
508
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
507+ 40.46% |
$234K - $278K
|
1.76K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
507+ 2.8% |
$234K - $278K
|
18.6K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
506+ 1.12% |
$234K - $277K
|
45.6K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
503+ 37.88% |
$232K - $276K
|
1.83K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
502+ 2.7% |
$232K - $275K
|
19.1K
$5.74M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
501+ 28.32% |
$231K - $275K
|
2.27K
$682K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
501+ 33.92% |
$231K - $275K
|
1.98K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Harbor Advisors LLC
|
BUY
|
- |
500New |
$231K - $274K
|
500
$150K
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
500New |
$231K - $274K
|
500
$150K
|
|
|
May 15, 2025
Q1 2025
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
BUY
|
- |
500+ 0.29% |
$231K - $274K
|
175K
$52.6M
|
|
|
May 08, 2025
Q1 2025
|
University Of Chicago
Chicago, IL |
BUY
|
- |
500New |
$231K - $274K
|
500
$150K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
498+ 10.92% |
$230K - $273K
|
5.06K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
497+ 22.67% |
$229K - $272K
|
2.69K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
495+ 2.59% |
$228K - $271K
|
19.6K
$5.88M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
493New |
$228K - $270K
|
493
$148K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
488New |
$225K - $268K
|
488
$147K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
486+ 6.1% |
$224K - $266K
|
8.45K
$2.54M
|