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 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18+ 1.56% |
$8.31K - $9.87K
|
1.17K
$338K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18+ 14.4% |
$8.31K - $9.87K
|
143
$41.2K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17+ 0.75% |
$7.85K - $9.32K
|
2.29K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
17+ 1.81% |
$7.85K - $9.32K
|
956
$275K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 0.44% |
$7.38K - $8.77K
|
3.66K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
16+ 2.32% |
$7.38K - $8.77K
|
707
$204K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16+ 5.82% |
$7.38K - $8.77K
|
291
$83.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
16+ 1.0% |
$7.38K - $8.77K
|
1.62K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.36% |
$7.38K - $8.77K
|
4.41K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
16+ 3.36% |
$7.38K - $8.77K
|
492
$142K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.36% |
$6.92K - $8.22K
|
4.13K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 3.76% |
$6.92K - $8.22K
|
414
$119K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 0.45% |
$6.92K - $8.22K
|
3.36K
$969K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 4.59% |
$6.92K - $8.22K
|
342
$98.5K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
14+ 2.46% |
$6.46K - $7.67K
|
582
$168K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
14+ 0.4% |
$6.46K - $7.67K
|
3.53K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14New |
$6.46K - $7.67K
|
14
$4.03K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.36% |
$6.46K - $7.67K
|
1.05K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14+ 2.84% |
$6.46K - $7.67K
|
507
$146K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
14+ 1.15% |
$6.46K - $7.67K
|
1.23K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14+ 19.18% |
$6.46K - $7.67K
|
87
$25.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
14+ 1.35% |
$6.46K - $7.67K
|
1.05K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
13+ 1.41% |
$6K - $7.13K
|
938
$270K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
13+ 0.4% |
$6K - $7.13K
|
3.22K
$929K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
13+ 0.13% |
$6K - $7.13K
|
10K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13+ 2.06% |
$6K - $7.13K
|
644
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 0.42% |
$6K - $7.13K
|
3.1K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
13+ 1.4% |
$6K - $7.13K
|
941
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.79% |
$6K - $7.13K
|
1.66K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
13+ 1.56% |
$6K - $7.13K
|
848
$244K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12+ 0.63% |
$5.54K - $6.58K
|
1.92K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12+ 0.46% |
$5.54K - $6.58K
|
2.62K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.19% |
$5.54K - $6.58K
|
6.43K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
12+ 0.91% |
$5.54K - $6.58K
|
1.33K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
12+ 0.95% |
$5.54K - $6.58K
|
1.28K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12+ 2.54% |
$5.54K - $6.58K
|
485
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12+ 0.77% |
$5.54K - $6.58K
|
1.58K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
11+ 0.32% |
$5.08K - $6.03K
|
3.46K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
11+ 1.16% |
$5.08K - $6.03K
|
960
$277K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.08% |
$5.08K - $6.03K
|
13K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.67% |
$5.08K - $6.03K
|
1.65K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
11+ 1.98% |
$5.08K - $6.03K
|
567
$163K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
11+ 2.05% |
$5.08K - $6.03K
|
548
$158K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10+ 1.6% |
$4.62K - $5.48K
|
636
$183K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 6.17% |
$4.62K - $5.48K
|
172
$49.5K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
10+ 1.58% |
$4.62K - $5.48K
|
641
$185K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
10+ 0.14% |
$4.62K - $5.48K
|
7.12K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
10+ 1.37% |
$4.62K - $5.48K
|
739
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10+ 125.0% |
$4.62K - $5.48K
|
18
$5.19K
|