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 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
85+ 17.35% |
$39.2K - $46.6K
|
575
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
84+ 12.37% |
$38.8K - $46K
|
763
$220K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
82+ 6.97% |
$37.8K - $45K
|
1.26K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82+ 1.6% |
$37.8K - $45K
|
5.22K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
81+ 26.64% |
$37.4K - $44.4K
|
385
$111K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 0.75% |
$36.9K - $43.9K
|
10.8K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80+ 9.69% |
$36.9K - $43.9K
|
906
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
80New |
$36.9K - $43.9K
|
80
$23K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
79+ 16.88% |
$36.5K - $43.3K
|
547
$158K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
79+ 1.41% |
$36.5K - $43.3K
|
5.68K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
79+ 2.37% |
$36.5K - $43.3K
|
3.41K
$983K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
79+ 7.26% |
$36.5K - $43.3K
|
1.17K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
79+ 3.83% |
$36.5K - $43.3K
|
2.14K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
78+ 41.71% |
$36K - $42.8K
|
265
$76.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
77+ 0.21% |
$35.5K - $42.2K
|
36.9K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 0.97% |
$34.6K - $41.1K
|
7.85K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.31% |
$34.6K - $41.1K
|
3.32K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 0.46% |
$34.6K - $41.1K
|
16.4K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
74+ 4.9% |
$34.2K - $40.6K
|
1.58K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74+ 2.73% |
$34.2K - $40.6K
|
2.79K
$802K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
74+ 15.58% |
$34.2K - $40.6K
|
549
$158K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
74+ 16.78% |
$34.2K - $40.6K
|
515
$148K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
73+ 8.19% |
$33.7K - $40K
|
964
$278K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
73+ 0.93% |
$33.7K - $40K
|
7.9K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 1.13% |
$33.7K - $40K
|
6.54K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
72+ 3.44% |
$33.2K - $39.5K
|
2.16K
$623K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
71+ 15.85% |
$32.8K - $38.9K
|
519
$150K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
71+ 12.61% |
$32.8K - $38.9K
|
634
$183K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
70+ 6.9% |
$32.3K - $38.4K
|
1.08K
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
70+ 8.16% |
$32.3K - $38.4K
|
928
$267K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
69+ 12.87% |
$31.8K - $37.8K
|
605
$174K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 8.01% |
$31.8K - $37.8K
|
930
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
69+ 4.23% |
$31.8K - $37.8K
|
1.7K
$490K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68+ 8.79% |
$31.4K - $37.3K
|
842
$243K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
66+ 4.32% |
$30.5K - $36.2K
|
1.59K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
66New |
$30.5K - $36.2K
|
66
$19K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
66+ 10.68% |
$30.5K - $36.2K
|
684
$197K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
66+ 2.55% |
$30.5K - $36.2K
|
2.65K
$763K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
66+ 1.05% |
$30.5K - $36.2K
|
6.37K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
66+ 1.52% |
$30.5K - $36.2K
|
4.41K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.24% |
$30K - $35.6K
|
27.4K
$7.91M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
64+ 1.44% |
$29.5K - $35.1K
|
4.5K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
64+ 10.77% |
$29.5K - $35.1K
|
658
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 13.5% |
$29.5K - $35.1K
|
538
$155K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 10.62% |
$29.1K - $34.5K
|
656
$189K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
63+ 9.77% |
$29.1K - $34.5K
|
708
$204K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
63+ 1.14% |
$29.1K - $34.5K
|
5.61K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
63+ 9.98% |
$29.1K - $34.5K
|
694
$200K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
63+ 7.37% |
$29.1K - $34.5K
|
918
$264K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
63+ 1.49% |
$29.1K - $34.5K
|
4.29K
$1.23M
|