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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
485+ 13.52% |
$224K - $266K
|
4.07K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
485New |
$224K - $266K
|
485
$146K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
478+ 13.59% |
$221K - $262K
|
3.99K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
474+ 8.03% |
$219K - $260K
|
6.38K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
473+ 7.19% |
$218K - $259K
|
7.05K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
471+ 4.6% |
$217K - $258K
|
10.7K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
471+ 2.52% |
$217K - $258K
|
19.2K
$5.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
470+ 7.69% |
$217K - $258K
|
6.58K
$1.98M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
467+ 1.23% |
$216K - $256K
|
38.5K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
461+ 6.58% |
$213K - $253K
|
7.47K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
460+ 3.21% |
$212K - $252K
|
14.8K
$4.44M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
457+ 3.13% |
$211K - $251K
|
15K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
450New |
$208K - $247K
|
450
$135K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
449+ 3.15% |
$207K - $246K
|
14.7K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
448+ 8.22% |
$207K - $246K
|
5.9K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
448New |
$207K - $246K
|
448
$135K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
447New |
$206K - $245K
|
447
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
446+ 2.77% |
$206K - $244K
|
16.6K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
443New |
$204K - $243K
|
443
$133K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
438+ 9.41% |
$202K - $240K
|
5.1K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
436+ 5.95% |
$201K - $239K
|
7.77K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
431+ 68.52% |
$199K - $236K
|
1.06K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
428New |
$198K - $235K
|
428
$129K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
428New |
$198K - $235K
|
428
$129K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
427New |
$197K - $234K
|
427
$128K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
427New |
$197K - $234K
|
427
$128K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
420New |
$194K - $230K
|
420
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
420+ 1.75% |
$194K - $230K
|
24.4K
$7.34M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
418New |
$193K - $229K
|
418
$126K
|