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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-21- 2.08% |
$9.69K - $11.5K
|
990
$300K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-21- 41.18% |
$9.69K - $11.5K
|
30
$9.09K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-21- 7.95% |
$9.69K - $11.5K
|
243
$73.6K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-21- 1.15% |
$9.69K - $11.5K
|
1.8K
$546K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.64% |
$9.69K - $11.5K
|
1.26K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-20- 4.59% |
$9.23K - $11K
|
416
$126K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-20- 3.91% |
$9.23K - $11K
|
492
$149K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-20- 1.91% |
$9.23K - $11K
|
1.03K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-20- 0.09% |
$9.23K - $11K
|
21.8K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-20- 1.03% |
$9.23K - $11K
|
1.92K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20- 0.46% |
$9.23K - $11K
|
4.37K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-20- 2.37% |
$9.23K - $11K
|
823
$249K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-20- 10.64% |
$9.23K - $11K
|
168
$50.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-20- 3.6% |
$9.23K - $11K
|
536
$162K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-20- 3.41% |
$9.23K - $11K
|
566
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.25% |
$9.23K - $11K
|
8.09K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-20- 1.81% |
$9.23K - $11K
|
1.08K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-20- 1.03% |
$9.23K - $11K
|
1.93K
$585K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-19- 0.79% |
$8.77K - $10.4K
|
2.39K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-19- 1.91% |
$8.77K - $10.4K
|
974
$295K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-19- 3.1% |
$8.77K - $10.4K
|
593
$180K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-19- 3.02% |
$8.77K - $10.4K
|
611
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-19- 1.18% |
$8.77K - $10.4K
|
1.59K
$481K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-19- 2.04% |
$8.77K - $10.4K
|
911
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-19- 4.27% |
$8.77K - $10.4K
|
426
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-19- 1.74% |
$8.77K - $10.4K
|
1.07K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-19- 0.75% |
$8.77K - $10.4K
|
2.51K
$760K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-18- 0.61% |
$8.31K - $9.87K
|
2.96K
$896K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18- 5.16% |
$8.31K - $9.87K
|
331
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 2.26% |
$8.31K - $9.87K
|
777
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-18- 3.51% |
$8.31K - $9.87K
|
495
$150K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-18- 1.32% |
$8.31K - $9.87K
|
1.35K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.65% |
$8.31K - $9.87K
|
1.08K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-17- 2.24% |
$7.85K - $9.32K
|
743
$225K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-17- 1.46% |
$7.85K - $9.32K
|
1.15K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-17- 1.8% |
$7.85K - $9.32K
|
925
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-17- 0.56% |
$7.85K - $9.32K
|
3.03K
$918K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-16- 3.16% |
$7.38K - $8.77K
|
490
$148K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-16- 3.5% |
$7.38K - $8.77K
|
441
$134K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-16- 0.36% |
$7.38K - $8.77K
|
4.49K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16- 40.0% |
$7.38K - $8.77K
|
24
$7.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-16- 0.79% |
$7.38K - $8.77K
|
2.02K
$611K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 1.84% |
$7.38K - $8.77K
|
855
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-16- 4.83% |
$7.38K - $8.77K
|
315
$95.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16- 2.63% |
$7.38K - $8.77K
|
593
$180K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-15- 3.43% |
$6.92K - $8.22K
|
422
$128K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.57% |
$6.92K - $8.22K
|
2.62K
$794K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-15- 8.43% |
$6.92K - $8.22K
|
163
$49.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-15- 2.01% |
$6.92K - $8.22K
|
731
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 1.92% |
$6.92K - $8.22K
|
766
$232K
|