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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-24- 2.04% |
$11.7K - $15K
|
1.16K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-24- 1.18% |
$11.7K - $15K
|
2.02K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-24- 4.03% |
$11.7K - $15K
|
572
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-23- 3.39% |
$11.2K - $14.4K
|
656
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-22- 2.26% |
$10.7K - $13.8K
|
951
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-21- 0.31% |
$10.2K - $13.1K
|
6.71K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-21- 0.47% |
$10.2K - $13.1K
|
4.49K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.19% |
$9.71K - $12.5K
|
10.7K
$5.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-20- 3.29% |
$9.71K - $12.5K
|
587
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 0.65% |
$9.71K - $12.5K
|
3.05K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-20- 1.29% |
$9.71K - $12.5K
|
1.53K
$804K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-20- 1.68% |
$9.71K - $12.5K
|
1.17K
$615K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-18- 8.74% |
$8.74K - $11.3K
|
188
$99.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-18- 0.28% |
$8.74K - $11.3K
|
6.31K
$3.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-18- 2.3% |
$8.74K - $11.3K
|
764
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18- 0.42% |
$8.74K - $11.3K
|
4.26K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-18- 1.11% |
$8.74K - $11.3K
|
1.6K
$845K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-18- 41.86% |
$8.74K - $11.3K
|
25
$13.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-17- 0.03% |
$8.25K - $10.6K
|
51.1K
$26.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-17- 0.08% |
$8.25K - $10.6K
|
22.4K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17- 0.49% |
$8.25K - $10.6K
|
3.46K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-17- 0.92% |
$8.25K - $10.6K
|
1.82K
$960K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-17- 3.68% |
$8.25K - $10.6K
|
445
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-17- 1.38% |
$8.25K - $10.6K
|
1.21K
$639K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 0.39% |
$8.25K - $10.6K
|
4.37K
$2.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-17- 0.45% |
$8.25K - $10.6K
|
3.79K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-17- 1.97% |
$8.25K - $10.6K
|
846
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-17- 1.66% |
$8.25K - $10.6K
|
1.01K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-16- 0.72% |
$7.77K - $10K
|
2.22K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-16- 0.74% |
$7.77K - $10K
|
2.14K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16- 2.15% |
$7.77K - $10K
|
728
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-16- 2.55% |
$7.77K - $10K
|
611
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-16- 2.7% |
$7.77K - $10K
|
577
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.62% |
$7.77K - $10K
|
2.56K
$1.35M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-16- 0.8% |
$7.77K - $10K
|
1.99K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$716K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15- 37.5% |
$7.28K - $9.38K
|
25
$13.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-15- 0.57% |
$7.28K - $9.38K
|
2.59K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.35% |
$7.28K - $9.38K
|
4.29K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$714K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.49% |
$7.28K - $9.38K
|
3.03K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 0.34% |
$7.28K - $9.38K
|
4.41K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.65% |
$7.28K - $9.38K
|
895
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-14- 1.47% |
$6.8K - $8.75K
|
937
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-14- 8.75% |
$6.8K - $8.75K
|
146
$76.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 11.97% |
$6.8K - $8.75K
|
103
$54.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-14- 2.89% |
$6.8K - $8.75K
|
471
$248K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-14- 1.46% |
$6.8K - $8.75K
|
944
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-13- 0.5% |
$6.31K - $8.13K
|
2.56K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-13- 0.31% |
$6.31K - $8.13K
|
4.15K
$2.18M
|