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 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300+ 68.65% |
$146K - $188K
|
737
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
299+ 48.62% |
$145K - $187K
|
914
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
293+ 51.31% |
$142K - $183K
|
864
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
292+ 33.6% |
$142K - $183K
|
1.16K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
292+ 9.51% |
$142K - $183K
|
3.36K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
291+ 2.7% |
$141K - $182K
|
11.1K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
290+ 0.57% |
$141K - $181K
|
50.9K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
290+ 8.15% |
$141K - $181K
|
3.85K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
289New |
$140K - $181K
|
289
$151K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
289+ 5.17% |
$140K - $181K
|
5.88K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
287+ 1.81% |
$139K - $179K
|
16.1K
$8.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
284+ 5.64% |
$138K - $178K
|
5.32K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
282+ 4.97% |
$137K - $176K
|
5.96K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
281New |
$136K - $176K
|
281
$147K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
281+ 59.91% |
$136K - $176K
|
750
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
274+ 2.37% |
$133K - $171K
|
11.8K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
273New |
$133K - $171K
|
273
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
273+ 3.4% |
$133K - $171K
|
8.31K
$4.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
273+ 14.63% |
$133K - $171K
|
2.14K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
270+ 6.14% |
$131K - $169K
|
4.67K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
269+ 6.94% |
$131K - $168K
|
4.15K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 3.89% |
$130K - $167K
|
7.14K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
266+ 0.61% |
$129K - $166K
|
43.8K
$22.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
266+ 2.96% |
$129K - $166K
|
9.26K
$4.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
264New |
$128K - $165K
|
264
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
263+ 2.31% |
$128K - $164K
|
11.7K
$6.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
262+ 5.7% |
$127K - $164K
|
4.86K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
261+ 4.59% |
$127K - $163K
|
5.95K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
261+ 1.14% |
$127K - $163K
|
23.2K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
259+ 10.29% |
$126K - $162K
|
2.78K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
258+ 0.81% |
$125K - $161K
|
32.1K
$16.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
257+ 13.78% |
$125K - $161K
|
2.12K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
252+ 0.89% |
$122K - $158K
|
28.5K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
250+ 29.83% |
$121K - $156K
|
1.09K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
250+ 6.78% |
$121K - $156K
|
3.94K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
249+ 5.07% |
$121K - $156K
|
5.16K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245New |
$119K - $153K
|
245
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
245+ 3.36% |
$119K - $153K
|
7.55K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
245+ 28.13% |
$119K - $153K
|
1.12K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
244+ 2.22% |
$118K - $153K
|
11.2K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
241+ 64.61% |
$117K - $151K
|
614
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
238+ 1.78% |
$116K - $149K
|
13.6K
$7.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
237+ 15.39% |
$115K - $148K
|
1.78K
$930K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
236+ 28.33% |
$115K - $148K
|
1.07K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
236+ 3.57% |
$115K - $148K
|
6.85K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
235+ 1.11% |
$114K - $147K
|
21.4K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
234+ 38.36% |
$114K - $146K
|
844
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
234+ 1.04% |
$114K - $146K
|
22.8K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
233+ 55.61% |
$113K - $146K
|
652
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
232+ 4.4% |
$113K - $145K
|
5.51K
$2.88M
|