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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-276- 1.1% |
$127K - $145K
|
24.8K
$15.1M
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-242- 13.25% |
$111K - $127K
|
1.59K
$962K
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-227- 26.21% |
$104K - $119K
|
639
$388K
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-194- 11.9% |
$88.9K - $102K
|
1.44K
$871K
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-134- 6.96% |
$61.4K - $70.5K
|
1.79K
$1.09M
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-113- 10.01% |
$51.8K - $59.5K
|
1.02K
$616K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-108- 0.39% |
$49.5K - $56.8K
|
27.5K
$16.7M
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-93- 3.35% |
$42.6K - $48.9K
|
2.68K
$1.63M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 61.29% |
$26.1K - $30K
|
36
$21.8K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-55- 11.58% |
$25.2K - $28.9K
|
420
$255K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-27- 1.32% |
$12.4K - $14.2K
|
2.02K
$1.23M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-26- 2.42% |
$11.9K - $13.7K
|
1.05K
$635K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-26- 2.42% |
$11.9K - $13.7K
|
1.05K
$635K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-20- 1.75% |
$9.17K - $10.5K
|
1.12K
$681K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-13- 0.42% |
$5.96K - $6.84K
|
3.1K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.69% |
$4.58K - $5.26K
|
1.43K
$867K
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8- 1.88% |
$3.67K - $4.21K
|
418
$254K
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-5- 1.17% |
$2.29K - $2.63K
|
422
$256K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 2.31% |
$2.29K - $2.63K
|
211
$128K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-3- 2.26% |
$1.38K - $1.58K
|
130
$78.9K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1- 0.04% |
$458 - $526
|
2.68K
$1.63M
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1- 0.21% |
$458 - $526
|
470
$285K
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-1- 0.03% |
$458 - $526
|
3.27K
$1.98M
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-975K- 91.6% |
$449M - $505M
|
89.4K
$54.2M
|
|
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-335K- 50.0% |
$154M - $174M
|
335K
$203M
|
|
May 05, 2023
Q1 2023
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-33.8K- 8.52% |
$15.6M - $17.5M
|
363K
$220M
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-24K- 47.06% |
$11M - $12.4M
|
27K
$16.4M
|
|
May 15, 2023
Q1 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-20.8K- 42.17% |
$9.6M - $10.8M
|
28.6K
$17.3M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16.5K- 95.18% |
$7.58M - $8.53M
|
834
$506K
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-8.22K- 94.68% |
$3.78M - $4.26M
|
462
$280K
|
|
May 12, 2023
Q1 2023
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 23.06% |
$3.78M - $4.26M
|
27.4K
$16.6M
|
|
May 15, 2023
Q1 2023
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-3.43K- 56.05% |
$1.58M - $1.78M
|
2.69K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.37K- 1.98% |
$1.55M - $1.74M
|
167K
$101M
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.99K- 67.84% |
$1.37M - $1.55M
|
1.42K
$859K
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-2.5KClosed |
$1.15M - $1.3M
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.92K- 25.44% |
$883K - $995K
|
5.63K
$3.41M
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.61K- 10.94% |
$740K - $833K
|
13.1K
$7.95M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.58K- 6.38% |
$728K - $819K
|
23.2K
$14.1M
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.44K- 95.36% |
$663K - $746K
|
70
$42.5K
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.15K- 63.9% |
$527K - $593K
|
647
$393K
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.06K- 29.29% |
$487K - $549K
|
2.56K
$1.55M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.01K- 20.86% |
$464K - $523K
|
3.83K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1K- 1.71% |
$460K - $518K
|
57.3K
$34.8M
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-900- 47.85% |
$414K - $466K
|
981
$595K
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-860- 3.57% |
$396K - $446K
|
23.2K
$14.1M
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-612- 56.04% |
$282K - $317K
|
480
$291K
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-465Closed |
$214K - $241K
|
0
$0
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-442Closed |
$203K - $229K
|
0
$0
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-148- 4.94% |
$68.1K - $76.7K
|
2.85K
$1.73M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-141- 23.98% |
$64.9K - $73.1K
|
447
$271K
|