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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-789- 4.22% |
$385K - $477K
|
17.9K
$9.99M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-745- 3.4% |
$364K - $450K
|
21.1K
$11.8M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-709- 1.77% |
$346K - $428K
|
39.4K
$22M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-702- 9.52% |
$343K - $424K
|
6.67K
$3.72M
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-700- 17.52% |
$342K - $423K
|
3.3K
$1.84M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-697- 33.82% |
$340K - $421K
|
1.36K
$761K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-695- 7.61% |
$339K - $420K
|
8.44K
$4.71M
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-679- 7.39% |
$331K - $410K
|
8.51K
$4.74M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-676- 12.5% |
$330K - $408K
|
4.73K
$2.64M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-673- 40.3% |
$328K - $407K
|
997
$556K
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-653- 1.72% |
$319K - $395K
|
37.3K
$20.8M
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-652- 10.45% |
$318K - $394K
|
5.59K
$3.12M
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-645- 12.45% |
$315K - $390K
|
4.54K
$2.53M
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-644- 1.53% |
$314K - $389K
|
41.4K
$23.1M
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-632- 17.64% |
$308K - $382K
|
2.95K
$1.65M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-624- 25.06% |
$305K - $377K
|
1.87K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-620- 2.81% |
$303K - $375K
|
21.5K
$12M
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-609- 2.33% |
$297K - $368K
|
25.5K
$14.2M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-598- 9.27% |
$292K - $361K
|
5.85K
$3.26M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-596- 2.87% |
$291K - $360K
|
20.2K
$11.2M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-585- 4.24% |
$285K - $353K
|
13.2K
$7.37M
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-565- 3.06% |
$276K - $341K
|
17.9K
$10M
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-555- 1.26% |
$271K - $335K
|
43.6K
$24.3M
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-551- 0.59% |
$269K - $333K
|
92.2K
$51.4M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-534- 5.11% |
$261K - $323K
|
9.92K
$5.53M
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-530- 4.23% |
$259K - $320K
|
12K
$6.69M
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-525- 11.05% |
$256K - $317K
|
4.23K
$2.36M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-518- 3.53% |
$253K - $313K
|
14.1K
$7.89M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-501- 9.64% |
$244K - $303K
|
4.7K
$2.62M
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-501- 1.53% |
$244K - $303K
|
32.2K
$18M
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.19% |
$244K - $302K
|
263K
$147M
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-500- 7.04% |
$244K - $302K
|
6.6K
$3.68M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-498- 42.56% |
$243K - $301K
|
672
$375K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-492- 0.28% |
$240K - $297K
|
177K
$98.7M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-491- 8.4% |
$240K - $297K
|
5.36K
$2.99M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-486- 5.15% |
$237K - $294K
|
8.95K
$4.99M
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-483- 9.92% |
$236K - $292K
|
4.39K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-483- 3.77% |
$236K - $292K
|
12.3K
$6.88M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-474- 0.34% |
$231K - $286K
|
139K
$77.7M
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-450- 1.6% |
$220K - $272K
|
27.7K
$15.4M
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-450- 42.45% |
$220K - $272K
|
610
$340K
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-445- 42.75% |
$217K - $269K
|
596
$332K
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-440- 31.79% |
$215K - $266K
|
944
$527K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-438- 0.51% |
$214K - $265K
|
85.9K
$47.9M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-436- 0.23% |
$213K - $263K
|
190K
$106M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-432- 28.82% |
$211K - $261K
|
1.07K
$595K
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-417- 1.08% |
$204K - $252K
|
38.1K
$21.2M
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-413- 13.5% |
$202K - $250K
|
2.65K
$1.48M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-407- 3.56% |
$199K - $246K
|
11K
$6.15M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-403- 8.24% |
$197K - $243K
|
4.49K
$2.5M
|