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 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41+ 6.89% |
$18.9K - $22.5K
|
636
$183K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
41+ 2.62% |
$18.9K - $22.5K
|
1.61K
$462K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 3.14% |
$18.9K - $22.5K
|
1.35K
$387K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 9.76% |
$18.9K - $22.5K
|
461
$133K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 1.61% |
$18.5K - $21.9K
|
2.52K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40+ 7.27% |
$18.5K - $21.9K
|
590
$170K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
40+ 6.85% |
$18.5K - $21.9K
|
624
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 5.59% |
$18.5K - $21.9K
|
756
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 1.65% |
$18.5K - $21.9K
|
2.46K
$709K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 8.41% |
$18K - $21.4K
|
503
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
39+ 5.31% |
$18K - $21.4K
|
773
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 1.62% |
$18K - $21.4K
|
2.45K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
39+ 0.89% |
$18K - $21.4K
|
4.41K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
38+ 0.6% |
$17.5K - $20.8K
|
6.39K
$1.84M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37+ 0.53% |
$17.1K - $20.3K
|
7K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37+ 0.2% |
$17.1K - $20.3K
|
18.7K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
37+ 0.45% |
$17.1K - $20.3K
|
8.26K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 3.18% |
$17.1K - $20.3K
|
1.2K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
37+ 4.65% |
$17.1K - $20.3K
|
833
$240K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
36+ 6.91% |
$16.6K - $19.7K
|
557
$160K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
36+ 1.56% |
$16.6K - $19.7K
|
2.35K
$676K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
36+ 4.22% |
$16.6K - $19.7K
|
890
$256K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.94% |
$16.2K - $19.2K
|
3.74K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
35+ 1.21% |
$16.2K - $19.2K
|
2.94K
$847K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35+ 3.04% |
$16.2K - $19.2K
|
1.19K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
35+ 2.41% |
$16.2K - $19.2K
|
1.49K
$428K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 0.61% |
$16.2K - $19.2K
|
5.81K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
34+ 4.64% |
$15.7K - $18.6K
|
766
$221K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
34+ 1.75% |
$15.7K - $18.6K
|
1.98K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
34+ 1.15% |
$15.7K - $18.6K
|
2.99K
$862K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
34+ 3.42% |
$15.7K - $18.6K
|
1.03K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33+ 2.66% |
$15.2K - $18.1K
|
1.27K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
33+ 4.19% |
$15.2K - $18.1K
|
820
$236K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33+ 5.6% |
$15.2K - $18.1K
|
622
$179K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
33+ 3.19% |
$15.2K - $18.1K
|
1.07K
$308K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
33+ 1.43% |
$15.2K - $18.1K
|
2.33K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
32+ 114.29% |
$14.8K - $17.5K
|
60
$17.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
32+ 0.4% |
$14.8K - $17.5K
|
7.98K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
32+ 5.37% |
$14.8K - $17.5K
|
628
$181K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 7.79% |
$14.3K - $17K
|
429
$124K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
31+ 3.17% |
$14.3K - $17K
|
1.01K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 5.01% |
$14.3K - $17K
|
650
$187K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
31+ 2.81% |
$14.3K - $17K
|
1.14K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
30+ 1.58% |
$13.8K - $16.4K
|
1.93K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30+ 1.1% |
$13.8K - $16.4K
|
2.76K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.34% |
$13.8K - $16.4K
|
8.78K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
30+ 8.22% |
$13.8K - $16.4K
|
395
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
30New |
$13.8K - $16.4K
|
30
$8.64K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
30+ 2.4% |
$13.8K - $16.4K
|
1.28K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
30+ 2.37% |
$13.8K - $16.4K
|
1.3K
$373K
|