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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-341- 33.8% |
$157K - $187K
|
668
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-325- 30.32% |
$150K - $178K
|
747
$239K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-323- 29.13% |
$149K - $177K
|
786
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-314- 10.63% |
$145K - $172K
|
2.64K
$846K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-278- 0.54% |
$128K - $152K
|
50.9K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-278- 6.71% |
$128K - $152K
|
3.87K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-277- 24.21% |
$128K - $152K
|
867
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-275- 34.03% |
$127K - $151K
|
533
$171K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-255- 1.14% |
$118K - $140K
|
22.1K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-243- 42.86% |
$112K - $133K
|
324
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-240- 1.89% |
$111K - $132K
|
12.4K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-237- 1.08% |
$109K - $130K
|
21.8K
$6.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-232- 36.65% |
$107K - $127K
|
401
$129K
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-220- 0.87% |
$102K - $121K
|
25K
$8.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-218- 1.87% |
$101K - $120K
|
11.4K
$3.67M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-216- 7.31% |
$99.7K - $118K
|
2.74K
$878K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-208- 3.04% |
$96K - $114K
|
6.63K
$2.13M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-207- 4.54% |
$95.5K - $113K
|
4.35K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 22.6% |
$92.3K - $110K
|
685
$220K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-198- 1.69% |
$91.4K - $109K
|
11.5K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-190- 29.14% |
$87.7K - $104K
|
462
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-184- 22.44% |
$84.9K - $101K
|
636
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-182- 1.65% |
$84K - $99.8K
|
10.8K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-182- 41.18% |
$84K - $99.8K
|
260
$83.3K
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-181- 58.58% |
$83.5K - $99.2K
|
128
$41K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-181- 6.43% |
$83.5K - $99.2K
|
2.63K
$844K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-179- 0.66% |
$82.6K - $98.1K
|
26.8K
$8.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-178- 10.06% |
$82.2K - $97.6K
|
1.59K
$510K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-166- 22.96% |
$76.6K - $91K
|
557
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-165- 17.31% |
$76.2K - $90.4K
|
788
$253K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-161- 7.84% |
$74.3K - $88.3K
|
1.89K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-159- 26.81% |
$73.4K - $87.2K
|
434
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-156- 28.68% |
$72K - $85.5K
|
388
$124K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-150- 9.9% |
$69.2K - $82.2K
|
1.37K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-150- 27.73% |
$69.2K - $82.2K
|
391
$125K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-148- 19.2% |
$68.3K - $81.1K
|
623
$200K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-146- 20.45% |
$67.4K - $80K
|
568
$182K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 19.0% |
$64.6K - $76.7K
|
597
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-134- 17.7% |
$61.8K - $73.5K
|
623
$200K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.82% |
$61.4K - $72.9K
|
16K
$5.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-133- 12.1% |
$61.4K - $72.9K
|
966
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 21.0% |
$60K - $71.3K
|
489
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-128- 18.91% |
$59.1K - $70.2K
|
549
$176K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-120- 5.18% |
$55.4K - $65.8K
|
2.2K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-118- 11.23% |
$54.5K - $64.7K
|
933
$299K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-117- 17.41% |
$54K - $64.1K
|
555
$178K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-116- 20.68% |
$53.5K - $63.6K
|
445
$143K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-113- 0.56% |
$52.2K - $61.9K
|
20.2K
$6.46M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-111- 1.2% |
$51.2K - $60.8K
|
9.12K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-109- 15.84% |
$50.3K - $59.8K
|
579
$186K
|
|