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 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-50- 5.78% |
$23.1K - $27.4K
|
815
$284K
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-50- 4.39% |
$23.1K - $27.4K
|
1.09K
$379K
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-50- 1.16% |
$23.1K - $27.4K
|
4.27K
$1.48M
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 6.5% |
$23.1K - $27.4K
|
719
$250K
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-50- 4.23% |
$23.1K - $27.4K
|
1.13K
$394K
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-50- 9.52% |
$23.1K - $27.4K
|
475
$165K
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-50- 10.94% |
$23.1K - $27.4K
|
407
$142K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-48- 8.08% |
$22.2K - $26.3K
|
546
$190K
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-48- 8.36% |
$22.2K - $26.3K
|
526
$183K
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-48- 9.07% |
$22.2K - $26.3K
|
481
$167K
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-47- 7.19% |
$21.7K - $25.8K
|
607
$211K
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-44- 8.75% |
$20.3K - $24.1K
|
459
$160K
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 6.5% |
$20.3K - $24.1K
|
633
$220K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-43- 4.71% |
$19.8K - $23.6K
|
870
$303K
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-42- 9.44% |
$19.4K - $23K
|
403
$140K
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-42- 2.84% |
$19.4K - $23K
|
1.44K
$500K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-41- 1.96% |
$18.9K - $22.5K
|
2.05K
$712K
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-40- 5.81% |
$18.5K - $21.9K
|
649
$226K
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-40- 7.45% |
$18.5K - $21.9K
|
497
$173K
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-40- 6.02% |
$18.5K - $21.9K
|
625
$217K
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-37- 3.83% |
$17.1K - $20.3K
|
929
$323K
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-37- 6.06% |
$17.1K - $20.3K
|
574
$200K
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36- 2.29% |
$16.6K - $19.7K
|
1.53K
$533K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-36- 4.95% |
$16.6K - $19.7K
|
692
$241K
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-35- 5.14% |
$16.2K - $19.2K
|
646
$225K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35- 5.96% |
$16.2K - $19.2K
|
552
$192K
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-34- 6.36% |
$15.7K - $18.6K
|
501
$174K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-34- 14.98% |
$15.7K - $18.6K
|
193
$67.1K
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-33- 0.57% |
$15.2K - $18.1K
|
5.75K
$2M
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-33- 1.63% |
$15.2K - $18.1K
|
1.99K
$693K
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-32- 6.97% |
$14.8K - $17.5K
|
427
$149K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-32- 5.55% |
$14.8K - $17.5K
|
545
$190K
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-32- 1.98% |
$14.8K - $17.5K
|
1.58K
$551K
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32- 6.13% |
$14.8K - $17.5K
|
490
$170K
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-32- 7.71% |
$14.8K - $17.5K
|
383
$133K
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-31- 5.46% |
$14.3K - $17K
|
537
$187K
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-30- 3.89% |
$13.8K - $16.4K
|
741
$258K
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-30- 5.48% |
$13.8K - $16.4K
|
517
$180K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 6.26% |
$12.9K - $15.3K
|
419
$146K
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-28- 4.96% |
$12.9K - $15.3K
|
537
$187K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-27- 6.16% |
$12.5K - $14.8K
|
411
$143K
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-27- 0.16% |
$12.5K - $14.8K
|
17.4K
$6.05M
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-26- 4.59% |
$12K - $14.3K
|
540
$188K
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-26- 6.91% |
$12K - $14.3K
|
350
$122K
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-25- 3.28% |
$11.5K - $13.7K
|
737
$256K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 33.78% |
$11.5K - $13.7K
|
49
$17K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-25- 5.35% |
$11.5K - $13.7K
|
442
$154K
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-25- 5.43% |
$11.5K - $13.7K
|
435
$151K
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-25- 1.34% |
$11.5K - $13.7K
|
1.84K
$639K
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 3.54% |
$11.5K - $13.7K
|
682
$237K
|