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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-17- 0.45% |
$8.25K - $10.6K
|
3.79K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-17- 1.97% |
$8.25K - $10.6K
|
846
$462K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-17- 1.66% |
$8.25K - $10.6K
|
1.01K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-16- 0.74% |
$7.77K - $10K
|
2.14K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16- 2.15% |
$7.77K - $10K
|
728
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-16- 2.55% |
$7.77K - $10K
|
611
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-16- 2.7% |
$7.77K - $10K
|
577
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.62% |
$7.77K - $10K
|
2.56K
$1.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-16- 0.8% |
$7.77K - $10K
|
1.99K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-15- 0.57% |
$7.28K - $9.38K
|
2.59K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.35% |
$7.28K - $9.38K
|
4.29K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.49% |
$7.28K - $9.38K
|
3.03K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 0.34% |
$7.28K - $9.38K
|
4.41K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.65% |
$7.28K - $9.38K
|
895
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-14- 8.75% |
$6.8K - $8.75K
|
146
$79.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 11.97% |
$6.8K - $8.75K
|
103
$56.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-14- 2.89% |
$6.8K - $8.75K
|
471
$257K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-14- 1.46% |
$6.8K - $8.75K
|
944
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-13- 0.62% |
$6.31K - $8.13K
|
2.09K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-13- 1.91% |
$6.31K - $8.13K
|
668
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 1.14% |
$6.31K - $8.13K
|
1.13K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-12- 2.47% |
$5.83K - $7.5K
|
473
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 3.9% |
$5.83K - $7.5K
|
296
$161K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-12- 0.36% |
$5.83K - $7.5K
|
3.32K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-11- 0.51% |
$5.34K - $6.88K
|
2.15K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-11- 0.85% |
$5.34K - $6.88K
|
1.29K
$701K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-11- 0.41% |
$5.34K - $6.88K
|
2.66K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-11- 0.38% |
$5.34K - $6.88K
|
2.89K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-11- 2.53% |
$5.34K - $6.88K
|
424
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 1.39% |
$4.86K - $6.25K
|
707
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-10- 1.9% |
$4.86K - $6.25K
|
517
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10- 0.31% |
$4.86K - $6.25K
|
3.24K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-10- 1.37% |
$4.86K - $6.25K
|
720
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-10- 1.72% |
$4.86K - $6.25K
|
573
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.74% |
$4.86K - $6.25K
|
1.34K
$733K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-9- 0.2% |
$4.37K - $5.63K
|
4.5K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-9- 0.25% |
$4.37K - $5.63K
|
3.62K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.69% |
$4.37K - $5.63K
|
68
$37.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$4.37K - $5.63K
|
11.9K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-8- 0.62% |
$3.88K - $5K
|
1.29K
$704K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8- 0.62% |
$3.88K - $5K
|
1.29K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.22% |
$3.4K - $4.38K
|
3.13K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-7- 0.39% |
$3.4K - $4.38K
|
1.77K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 0.47% |
$2.91K - $3.75K
|
1.27K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.34% |
$2.91K - $3.75K
|
441
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-6- 0.15% |
$2.91K - $3.75K
|
4.05K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6- 0.24% |
$2.91K - $3.75K
|
2.45K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-5- 0.46% |
$2.43K - $3.13K
|
1.09K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5- 0.98% |
$2.43K - $3.13K
|
503
$274K
|