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 |
---|---|---|---|---|---|---|---|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.48KClosed |
$752K - $816K
|
0
$0
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.13K- 22.84% |
$573K - $622K
|
3.8K
$2.31M
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 16.76% |
$532K - $578K
|
5.19K
$3.15M
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1K- 11.81% |
$510K - $554K
|
7.48K
$4.54M
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-772- 85.97% |
$393K - $427K
|
126
$76.5K
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-704- 16.54% |
$359K - $389K
|
3.55K
$2.16M
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-635- 26.79% |
$324K - $351K
|
1.74K
$1.05M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-569- 8.71% |
$290K - $315K
|
5.96K
$3.62M
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-552- 40.86% |
$281K - $305K
|
799
$485K
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-500- 49.8% |
$255K - $276K
|
504
$306K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-400- 94.12% |
$204K - $221K
|
25
$15.2K
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-396- 3.62% |
$202K - $219K
|
10.5K
$6.4M
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-330- 30.81% |
$168K - $182K
|
741
$450K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-307- 51.08% |
$156K - $170K
|
294
$178K
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-218- 3.58% |
$111K - $121K
|
5.86K
$3.56M
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 6.65% |
$102K - $111K
|
2.81K
$1.7M
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-178- 8.17% |
$90.7K - $98.4K
|
2K
$1.21M
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-173- 7.93% |
$88.1K - $95.7K
|
2.01K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-168- 16.26% |
$85.6K - $92.9K
|
865
$525K
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-150- 0.58% |
$76.4K - $82.9K
|
25.7K
$15.6M
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-125- 12.69% |
$63.7K - $69.1K
|
860
$522K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-125- 4.05% |
$63.7K - $69.1K
|
2.96K
$1.8M
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-117- 2.61% |
$59.6K - $64.7K
|
4.37K
$2.65M
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-112- 17.53% |
$57.1K - $61.9K
|
527
$320K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 18.94% |
$50.9K - $55.3K
|
428
$260K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 15.25% |
$45.9K - $49.8K
|
500
$303K
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-87- 10.57% |
$44.3K - $48.1K
|
736
$447K
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-85- 9.05% |
$43.3K - $47K
|
854
$518K
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-81- 10.41% |
$41.3K - $44.8K
|
697
$423K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-63- 95.45% |
$32.1K - $34.8K
|
3
$1.82K
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-55- 0.76% |
$28K - $30.4K
|
7.19K
$4.36M
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-52- 14.86% |
$26.5K - $28.8K
|
298
$181K
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-45- 7.49% |
$22.9K - $24.9K
|
556
$337K
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-43- 6.07% |
$21.9K - $23.8K
|
665
$404K
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37- 5.2% |
$18.9K - $20.5K
|
675
$410K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.81% |
$18.3K - $19.9K
|
4.4K
$2.67M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 5.73% |
$16.8K - $18.2K
|
543
$329K
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-32- 5.82% |
$16.3K - $17.7K
|
518
$314K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-32- 6.58% |
$16.3K - $17.7K
|
454
$275K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 13.07% |
$10.2K - $11.1K
|
133
$80.7K
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-14- 1.7% |
$7.13K - $7.74K
|
809
$491K
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-13- 2.9% |
$6.62K - $7.19K
|
436
$265K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-11- 2.39% |
$5.6K - $6.08K
|
450
$273K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-9- 0.95% |
$4.59K - $4.98K
|
938
$569K
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6- 8.22% |
$3.06K - $3.32K
|
67
$40.7K
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3- 0.54% |
$1.53K - $1.66K
|
548
$333K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2- 0.45% |
$1.02K - $1.11K
|
445
$270K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-270K- 84.81% |
$121M - $138M
|
48.3K
$29.3M
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-184K- 79.32% |
$82.3M - $93.9M
|
47.9K
$29.1M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-50.6K- 7.2% |
$22.6M - $25.8M
|
652K
$396M
|