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 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10+ 1.88% |
$4.62K - $5.48K
|
542
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
10+ 1.01% |
$4.62K - $5.48K
|
1K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.92% |
$4.62K - $5.48K
|
1.1K
$315K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9+ 0.67% |
$4.15K - $4.93K
|
1.36K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.09% |
$4.15K - $4.93K
|
10.1K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
9+ 0.36% |
$4.15K - $4.93K
|
2.49K
$718K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
9+ 0.73% |
$4.15K - $4.93K
|
1.24K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 4.5% |
$4.15K - $4.93K
|
209
$60.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
9+ 0.41% |
$4.15K - $4.93K
|
2.19K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
8+ 0.16% |
$3.69K - $4.39K
|
5.09K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8+ 0.16% |
$3.69K - $4.39K
|
5.17K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 1.2% |
$3.69K - $4.39K
|
676
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
8+ 0.63% |
$3.69K - $4.39K
|
1.28K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 1.6% |
$3.69K - $4.39K
|
508
$146K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
8+ 0.79% |
$3.69K - $4.39K
|
1.02K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8+ 1.06% |
$3.69K - $4.39K
|
763
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 34.78% |
$3.69K - $4.39K
|
31
$8.93K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8+ 0.43% |
$3.69K - $4.39K
|
1.86K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 0.86% |
$3.23K - $3.84K
|
820
$236K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 1.15% |
$3.23K - $3.84K
|
617
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7+ 1.86% |
$3.23K - $3.84K
|
384
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.95% |
$3.23K - $3.84K
|
745
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
7+ 0.03% |
$3.23K - $3.84K
|
24.8K
$7.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
7+ 1.46% |
$3.23K - $3.84K
|
487
$140K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 77.78% |
$3.23K - $3.84K
|
16
$4.61K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
6New |
$2.77K - $3.29K
|
6
$1.73K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6+ 6.74% |
$2.77K - $3.29K
|
95
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.34% |
$2.77K - $3.29K
|
1.77K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.03% |
$2.77K - $3.29K
|
17.3K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6+ 0.46% |
$2.77K - $3.29K
|
1.3K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6+ 0.37% |
$2.77K - $3.29K
|
1.65K
$474K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 0.54% |
$2.77K - $3.29K
|
1.11K
$320K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$2.31K - $2.74K
|
5
$1.44K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 2.29% |
$2.31K - $2.74K
|
223
$64.2K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$2.31K - $2.74K
|
2.59K
$745K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5+ 0.06% |
$2.31K - $2.74K
|
8.48K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5+ 0.31% |
$2.31K - $2.74K
|
1.59K
$459K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.31K - $2.74K
|
5
$1.44K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5+ 0.2% |
$2.31K - $2.74K
|
2.53K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5+ 14.29% |
$2.31K - $2.74K
|
40
$11.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
5+ 1.83% |
$2.31K - $2.74K
|
278
$80.1K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.9% |
$2.31K - $2.74K
|
562
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5+ 0.21% |
$2.31K - $2.74K
|
2.36K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
5+ 0.1% |
$2.31K - $2.74K
|
4.85K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5+ 2.44% |
$2.31K - $2.74K
|
210
$60.5K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.85K - $2.19K
|
1.24K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4+ 0.5% |
$1.85K - $2.19K
|
801
$231K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.26% |
$1.85K - $2.19K
|
1.54K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4+ 0.2% |
$1.85K - $2.19K
|
2.04K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.85K - $2.19K
|
4
$1.15K
|