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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.94K- 60.95% |
$2.17M - $2.59M
|
3.17K
$1.67M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.53K- 36.89% |
$1.99M - $2.38M
|
7.76K
$4.09M
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.39K- 76.46% |
$1.93M - $2.3M
|
1.35K
$712K
|
|
Aug 07, 2024
Q2 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-4.2K- 70.0% |
$1.84M - $2.2M
|
1.8K
$949K
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 86.64% |
$1.22M - $1.45M
|
427
$225K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.51K- 93.13% |
$1.1M - $1.32M
|
185
$97.6K
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.18K- 45.92% |
$955K - $1.14M
|
2.56K
$1.35M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.88K- 99.84% |
$824K - $985K
|
3
$1.58K
|
|
Aug 14, 2024
Q2 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-1.76K- 45.37% |
$772K - $922K
|
2.12K
$1.12M
|
|
Aug 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.64K- 74.51% |
$719K - $859K
|
560
$295K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 26.54% |
$693K - $828K
|
4.37K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-1.1K- 52.38% |
$483K - $577K
|
1K
$527K
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.01K- 70.57% |
$442K - $528K
|
420
$222K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.01K- 12.39% |
$442K - $528K
|
7.12K
$3.75M
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-860- 67.19% |
$378K - $451K
|
420
$222K
|
|
Aug 02, 2024
Q2 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-835- 0.37% |
$367K - $438K
|
225K
$119M
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-604- 38.52% |
$265K - $317K
|
964
$508K
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-593- 34.8% |
$260K - $311K
|
1.11K
$586K
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-556- 38.32% |
$244K - $292K
|
895
$472K
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-550- 50.0% |
$242K - $289K
|
550
$290K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-523- 25.49% |
$230K - $274K
|
1.53K
$806K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-427- 4.11% |
$188K - $224K
|
9.97K
$5.26M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-422- 23.26% |
$185K - $221K
|
1.39K
$734K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-410- 35.07% |
$180K - $215K
|
759
$400K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-403- 1.56% |
$177K - $211K
|
25.4K
$13.4M
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-400- 4.48% |
$176K - $210K
|
8.54K
$4.5M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-379- 4.86% |
$166K - $199K
|
7.42K
$3.91M
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-361- 16.2% |
$159K - $189K
|
1.87K
$985K
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-346- 39.95% |
$152K - $182K
|
520
$274K
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-340- 30.38% |
$149K - $178K
|
779
$411K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-321- 3.93% |
$141K - $168K
|
7.86K
$4.14M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-316- 20.31% |
$139K - $166K
|
1.24K
$654K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-279- 9.39% |
$123K - $146K
|
2.69K
$1.42M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-274- 2.86% |
$120K - $144K
|
9.31K
$4.91M
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-168- 3.24% |
$73.8K - $88.1K
|
5.01K
$2.64M
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-168- 21.65% |
$73.8K - $88.1K
|
608
$321K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-166- 6.69% |
$72.9K - $87.1K
|
2.31K
$1.22M
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-158- 4.3% |
$69.4K - $82.9K
|
3.52K
$1.86M
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-150- 7.61% |
$65.9K - $78.7K
|
1.82K
$960K
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-148- 7.63% |
$65K - $77.6K
|
1.79K
$945K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-128- 18.71% |
$56.2K - $67.2K
|
556
$293K
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-125- 5.76% |
$54.9K - $65.6K
|
2.04K
$1.08M
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-125- 19.26% |
$54.9K - $65.6K
|
524
$276K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-122- 15.97% |
$53.6K - $64K
|
642
$339K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-120- 5.21% |
$52.7K - $63K
|
2.18K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-116- 55.24% |
$50.9K - $60.9K
|
94
$49.6K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-110- 10.98% |
$48.3K - $57.7K
|
892
$470K
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-105- 8.71% |
$46.1K - $55.1K
|
1.1K
$580K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 9.81% |
$43.9K - $52.5K
|
919
$485K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-88- 58.67% |
$38.6K - $46.2K
|
62
$32.7K
|