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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-100- 4.08% |
$47.3K - $54.5K
|
2.35K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-89- 7.77% |
$42.1K - $48.5K
|
1.06K
$624K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-79- 16.29% |
$37.3K - $43.1K
|
406
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-60- 7.08% |
$28.4K - $32.7K
|
787
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-55- 11.55% |
$26K - $30K
|
421
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-48- 33.8% |
$22.7K - $26.2K
|
94
$55.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-40- 0.2% |
$18.9K - $21.8K
|
19.7K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-37- 37.76% |
$17.5K - $20.2K
|
61
$36K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-32- 4.03% |
$15.1K - $17.5K
|
762
$450K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-30- 6.45% |
$14.2K - $16.4K
|
435
$257K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-27- 4.17% |
$12.8K - $14.7K
|
621
$367K
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-25- 5.79% |
$11.8K - $13.6K
|
407
$240K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-24- 1.99% |
$11.3K - $13.1K
|
1.18K
$697K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-24- 1.55% |
$11.3K - $13.1K
|
1.52K
$899K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-22- 73.33% |
$10.4K - $12K
|
8
$4.73K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-20- 3.58% |
$9.45K - $10.9K
|
538
$318K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-17- 85.0% |
$8.03K - $9.27K
|
3
$1.77K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-16- 27.59% |
$7.56K - $8.73K
|
42
$24.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
SELL
|
- |
-12- 1.2% |
$5.67K - $6.55K
|
985
$582K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12- 2.75% |
$5.67K - $6.55K
|
425
$251K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.38% |
$4.73K - $5.45K
|
2.63K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-8- 1.92% |
$3.78K - $4.36K
|
408
$241K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7- 1.23% |
$3.31K - $3.82K
|
560
$331K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6- 0.88% |
$2.84K - $3.27K
|
674
$398K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-6- 1.18% |
$2.84K - $3.27K
|
504
$298K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-6- 0.16% |
$2.84K - $3.27K
|
3.74K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-6- 0.44% |
$2.84K - $3.27K
|
1.34K
$794K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6- 1.43% |
$2.84K - $3.27K
|
413
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5- 0.48% |
$2.36K - $2.73K
|
1.04K
$617K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-4- 0.43% |
$1.89K - $2.18K
|
930
$550K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-4- 0.63% |
$1.89K - $2.18K
|
629
$372K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-4- 3.03% |
$1.89K - $2.18K
|
128
$75.6K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 25.0% |
$945 - $1.09K
|
6
$3.55K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2- 0.06% |
$945 - $1.09K
|
3.17K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1- 0.19% |
$473 - $545
|
525
$310K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-109K- 44.24% |
$55.7M - $60.5M
|
138K
$81.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-102K- 99.85% |
$51.7M - $56.1M
|
154
$91K
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
SELL
|
- |
-70K- 58.33% |
$35.7M - $38.7M
|
50K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-22K- 7.87% |
$11.2M - $12.2M
|
258K
$152M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-9.4K- 21.6% |
$4.79M - $5.2M
|
34.1K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Schweiz Ag
|
SELL
|
- |
-8.19K- 26.27% |
$4.17M - $4.53M
|
23K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.8K- 91.44% |
$3.97M - $4.31M
|
730
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-5K- 33.33% |
$2.55M - $2.76M
|
10K
$5.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.62K- 98.42% |
$2.35M - $2.56M
|
74
$43.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-3.29K- 68.54% |
$1.67M - $1.82M
|
1.51K
$892K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.49K- 9.57% |
$1.27M - $1.37M
|
23.5K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 4.31% |
$1.05M - $1.14M
|
45.8K
$27.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.05K- 45.28% |
$1.04M - $1.13M
|
2.47K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.02K- 17.94% |
$1.03M - $1.12M
|
9.23K
$5.45M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.48KClosed |
$752K - $816K
|
0
$0
|
|