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 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
30+ 1.01% |
$13.8K - $16.4K
|
3.01K
$868K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
30+ 0.93% |
$13.8K - $16.4K
|
3.27K
$941K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
29+ 1.22% |
$13.4K - $15.9K
|
2.41K
$695K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
29+ 0.37% |
$13.4K - $15.9K
|
7.77K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29+ 3.99% |
$13.4K - $15.9K
|
756
$218K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
28+ 1.03% |
$12.9K - $15.3K
|
2.74K
$788K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 2.49% |
$12.9K - $15.3K
|
1.15K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
28+ 6.07% |
$12.9K - $15.3K
|
489
$141K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
28+ 1.89% |
$12.9K - $15.3K
|
1.51K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
28+ 4.47% |
$12.9K - $15.3K
|
654
$188K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
27+ 0.18% |
$12.5K - $14.8K
|
14.7K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 3.41% |
$12.5K - $14.8K
|
819
$236K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 3.16% |
$12.5K - $14.8K
|
882
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
27+ 0.37% |
$12.5K - $14.8K
|
7.26K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27+ 5.29% |
$12.5K - $14.8K
|
537
$155K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 0.89% |
$12K - $14.3K
|
2.95K
$849K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
26+ 2.5% |
$12K - $14.3K
|
1.07K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
26+ 4.08% |
$12K - $14.3K
|
663
$191K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.21% |
$11.5K - $13.7K
|
12.1K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25+ 0.34% |
$11.5K - $13.7K
|
7.27K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
25+ 1.45% |
$11.5K - $13.7K
|
1.75K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 1.87% |
$11.5K - $13.7K
|
1.36K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25+ 8.93% |
$11.5K - $13.7K
|
305
$87.9K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.15% |
$11.1K - $13.2K
|
16.2K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
24+ 4.23% |
$11.1K - $13.2K
|
592
$171K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24+ 2.76% |
$11.1K - $13.2K
|
894
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24+ 2.13% |
$11.1K - $13.2K
|
1.15K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 3.59% |
$11.1K - $13.2K
|
692
$199K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
23+ 4.17% |
$10.6K - $12.6K
|
575
$166K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
23+ 5.64% |
$10.6K - $12.6K
|
431
$124K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 5.79% |
$10.6K - $12.6K
|
420
$121K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
22+ 0.27% |
$10.2K - $12.1K
|
8.09K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
22New |
$10.2K - $12.1K
|
22
$6.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22+ 4.26% |
$10.2K - $12.1K
|
538
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$10.2K - $12.1K
|
22
$6.34K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.32% |
$10.2K - $12.1K
|
6.95K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21+ 2.41% |
$9.69K - $11.5K
|
892
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
21+ 0.58% |
$9.69K - $11.5K
|
3.64K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
21+ 5.13% |
$9.69K - $11.5K
|
430
$124K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
20New |
$9.23K - $11K
|
20
$5.76K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 2.95% |
$9.23K - $11K
|
697
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
20+ 3.8% |
$9.23K - $11K
|
546
$157K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19+ 0.04% |
$8.77K - $10.4K
|
49.2K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
19+ 3.53% |
$8.77K - $10.4K
|
558
$161K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 76.0% |
$8.77K - $10.4K
|
44
$12.7K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
18+ 13.24% |
$8.31K - $9.87K
|
154
$44.4K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
18+ 150.0% |
$8.31K - $9.87K
|
30
$8.64K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18+ 2.07% |
$8.31K - $9.87K
|
886
$255K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18+ 200.0% |
$8.31K - $9.87K
|
27
$7.78K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.19K
|