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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 3.34% |
$72.8K - $93.8K
|
4.64K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
149+ 0.14% |
$72.3K - $93.2K
|
107K
$56.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
149+ 16.82% |
$72.3K - $93.2K
|
1.04K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 1.22% |
$71.4K - $91.9K
|
12.2K
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
147New |
$71.4K - $91.9K
|
147
$77K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
147+ 8.52% |
$71.4K - $91.9K
|
1.87K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
147+ 5.71% |
$71.4K - $91.9K
|
2.72K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
147+ 5.55% |
$71.4K - $91.9K
|
2.8K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
146+ 10.66% |
$70.9K - $91.3K
|
1.52K
$793K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
146+ 2.33% |
$70.9K - $91.3K
|
6.4K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
146+ 11.92% |
$70.9K - $91.3K
|
1.37K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.85% |
$69.4K - $89.4K
|
3.86K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
143+ 1.68% |
$69.4K - $89.4K
|
8.67K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
143+ 24.49% |
$69.4K - $89.4K
|
727
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
142+ 0.73% |
$68.9K - $88.8K
|
19.5K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
142+ 1.98% |
$68.9K - $88.8K
|
7.32K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
142+ 12.07% |
$68.9K - $88.8K
|
1.32K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
141+ 15.16% |
$68.5K - $88.2K
|
1.07K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
141+ 0.31% |
$68.5K - $88.2K
|
45.1K
$23.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
141+ 16.36% |
$68.5K - $88.2K
|
1K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140+ 3.41% |
$68K - $87.5K
|
4.25K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
139+ 4.71% |
$67.5K - $86.9K
|
3.09K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
138New |
$67K - $86.3K
|
138
$72.2K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 3.87% |
$67K - $86.3K
|
3.71K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
136+ 0.32% |
$66K - $85K
|
42.6K
$22.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
136+ 5.76% |
$66K - $85K
|
2.5K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
136+ 2.1% |
$66K - $85K
|
6.62K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
136+ 7.31% |
$66K - $85K
|
2K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
136+ 3.73% |
$66K - $85K
|
3.79K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
135New |
$65.5K - $84.4K
|
135
$70.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
135+ 4.6% |
$65.5K - $84.4K
|
3.07K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
135+ 4.44% |
$65.5K - $84.4K
|
3.18K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
134+ 8.26% |
$65.1K - $83.8K
|
1.76K
$919K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
133+ 1.96% |
$64.6K - $83.2K
|
6.92K
$3.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
132+ 0.68% |
$64.1K - $82.5K
|
19.5K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
131+ 4.25% |
$63.6K - $81.9K
|
3.21K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
131+ 7.41% |
$63.6K - $81.9K
|
1.9K
$995K
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
131+ 1.69% |
$63.6K - $81.9K
|
7.87K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
130+ 4.1% |
$63.1K - $81.3K
|
3.3K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
130+ 2.26% |
$63.1K - $81.3K
|
5.88K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
129New |
$62.6K - $80.7K
|
129
$67.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 3.17% |
$62.6K - $80.7K
|
4.2K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
129+ 7.92% |
$62.6K - $80.7K
|
1.76K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
129+ 1.68% |
$62.6K - $80.7K
|
7.79K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
129+ 7.13% |
$62.6K - $80.7K
|
1.94K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 6.65% |
$62.6K - $80.7K
|
2.07K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
129+ 2.51% |
$62.6K - $80.7K
|
5.26K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
128+ 8.8% |
$62.1K - $80K
|
1.58K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
128+ 3.73% |
$62.1K - $80K
|
3.56K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
127+ 2.48% |
$61.7K - $79.4K
|
5.25K
$2.75M
|