Latest Institutional Sells of Unitedhealth Group Inc (UNH)
This list provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-527- 49.53% |
$256K - $330K
|
537
$281K
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-527- 50.33% |
$256K - $330K
|
520
$272K
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-526- 12.71% |
$255K - $329K
|
3.61K
$1.89M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-522- 28.11% |
$253K - $326K
|
1.34K
$699K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-521- 4.98% |
$253K - $326K
|
9.94K
$5.2M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-513- 22.29% |
$249K - $321K
|
1.79K
$936K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-512- 4.55% |
$249K - $320K
|
10.7K
$5.62M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-509- 38.65% |
$247K - $318K
|
808
$423K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-507- 23.53% |
$246K - $317K
|
1.65K
$863K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-505- 21.0% |
$245K - $316K
|
1.9K
$995K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-505- 3.15% |
$245K - $316K
|
15.5K
$8.12M
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-502- 48.74% |
$244K - $314K
|
528
$276K
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-502- 1.24% |
$244K - $314K
|
40.1K
$21M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-502- 85.37% |
$244K - $314K
|
86
$45K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-501- 1.22% |
$243K - $313K
|
40.4K
$21.2M
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-500- 33.33% |
$243K - $313K
|
1K
$524K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500- 47.13% |
$243K - $313K
|
561
$294K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-498- 5.53% |
$242K - $311K
|
8.5K
$4.45M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-497- 2.2% |
$241K - $311K
|
22K
$11.5M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-496- 52.6% |
$241K - $310K
|
447
$234K
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-488- 1.7% |
$237K - $305K
|
28.2K
$14.8M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-488- 5.26% |
$237K - $305K
|
8.79K
$4.6M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-481- 3.19% |
$234K - $301K
|
14.6K
$7.64M
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-480- 24.33% |
$233K - $300K
|
1.49K
$782K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-477- 5.73% |
$232K - $298K
|
7.85K
$4.11M
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-470- 6.43% |
$228K - $294K
|
6.84K
$3.58M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-469- 4.73% |
$228K - $293K
|
9.45K
$4.95M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-467- 29.76% |
$227K - $292K
|
1.1K
$577K
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-464- 11.44% |
$225K - $290K
|
3.59K
$1.88M
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-464- 12.91% |
$225K - $290K
|
3.13K
$1.64M
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-461- 12.19% |
$224K - $288K
|
3.32K
$1.74M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-459- 12.67% |
$223K - $287K
|
3.16K
$1.66M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-458- 8.49% |
$222K - $286K
|
4.94K
$2.58M
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-454- 1.95% |
$220K - $284K
|
22.8K
$11.9M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-451- 14.55% |
$219K - $282K
|
2.65K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-450- 20.79% |
$218K - $281K
|
1.71K
$897K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-449- 9.35% |
$218K - $281K
|
4.35K
$2.28M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-447- 4.19% |
$217K - $279K
|
10.2K
$5.35M
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-446- 10.89% |
$217K - $279K
|
3.65K
$1.91M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-439- 1.55% |
$213K - $274K
|
27.9K
$14.6M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-438- 42.57% |
$213K - $274K
|
591
$309K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-436- 28.48% |
$212K - $273K
|
1.1K
$573K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-433- 22.06% |
$210K - $271K
|
1.53K
$801K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-429- 16.1% |
$208K - $268K
|
2.24K
$1.17M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-427- 36.84% |
$207K - $267K
|
732
$383K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-425- 2.35% |
$206K - $266K
|
17.6K
$9.24M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-424- 13.02% |
$206K - $265K
|
2.83K
$1.48M
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-423- 3.71% |
$205K - $264K
|
11K
$5.74M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-421- 18.3% |
$204K - $263K
|
1.88K
$984K
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-420- 28.44% |
$204K - $263K
|
1.06K
$553K
|