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 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-193- 5.14% |
$93.7K - $121K
|
3.56K
$1.93M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-192- 23.47% |
$93.2K - $120K
|
626
$340K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-191- 18.21% |
$92.7K - $119K
|
858
$465K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-190- 21.97% |
$92.2K - $119K
|
675
$366K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-190- 11.79% |
$92.2K - $119K
|
1.42K
$771K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-189- 5.27% |
$91.8K - $118K
|
3.39K
$1.84M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-188- 12.65% |
$91.3K - $118K
|
1.3K
$704K
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-188- 0.96% |
$91.3K - $118K
|
19.3K
$10.5M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-181- 8.7% |
$87.9K - $113K
|
1.9K
$1.03M
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-180- 5.48% |
$87.4K - $113K
|
3.11K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-180- 15.71% |
$87.4K - $113K
|
966
$524K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-178- 1.08% |
$86.4K - $111K
|
16.4K
$8.87M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-176- 3.32% |
$85.5K - $110K
|
5.13K
$2.78M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-176- 4.2% |
$85.5K - $110K
|
4.02K
$2.18M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-172- 1.0% |
$83.5K - $108K
|
17.1K
$9.27M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-171- 0.4% |
$83K - $107K
|
42.2K
$22.9M
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-170- 1.14% |
$82.5K - $106K
|
14.8K
$8M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-170- 6.65% |
$82.5K - $106K
|
2.39K
$1.29M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-169- 2.23% |
$82.1K - $106K
|
7.42K
$4.03M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-167- 16.73% |
$81.1K - $104K
|
831
$451K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-167- 11.83% |
$81.1K - $104K
|
1.25K
$675K
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-165- 10.73% |
$80.1K - $103K
|
1.37K
$745K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-165- 1.49% |
$80.1K - $103K
|
10.9K
$5.91M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-165- 23.78% |
$80.1K - $103K
|
529
$287K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-158- 5.24% |
$76.7K - $98.8K
|
2.86K
$1.55M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-155- 2.19% |
$75.3K - $96.9K
|
6.92K
$3.76M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-153- 11.22% |
$74.3K - $95.7K
|
1.21K
$657K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-152- 13.91% |
$73.8K - $95K
|
941
$510K
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-149- 9.46% |
$72.3K - $93.2K
|
1.43K
$774K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-147- 0.28% |
$71.4K - $91.9K
|
52.5K
$28.5M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-146- 7.04% |
$70.9K - $91.3K
|
1.93K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-144- 6.56% |
$69.9K - $90K
|
2.05K
$1.11M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-144- 11.55% |
$69.9K - $90K
|
1.1K
$598K
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-143- 1.43% |
$69.4K - $89.4K
|
9.87K
$5.35M
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-143- 19.09% |
$69.4K - $89.4K
|
606
$329K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-142- 8.46% |
$68.9K - $88.8K
|
1.54K
$833K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-141- 11.58% |
$68.5K - $88.2K
|
1.08K
$584K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-140- 1.91% |
$68K - $87.5K
|
7.18K
$3.89M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-140- 2.09% |
$68K - $87.5K
|
6.55K
$3.55M
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-138- 0.36% |
$67K - $86.3K
|
37.9K
$20.6M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-138- 10.2% |
$67K - $86.3K
|
1.22K
$659K
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-138- 3.75% |
$67K - $86.3K
|
3.54K
$1.92M
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-136- 0.89% |
$66K - $85K
|
15.2K
$8.23M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-136- 19.05% |
$66K - $85K
|
578
$314K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-136- 4.58% |
$66K - $85K
|
2.83K
$1.54M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-134- 2.36% |
$65.1K - $83.8K
|
5.55K
$3.01M
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-132- 0.91% |
$64.1K - $82.5K
|
14.3K
$7.76M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-131- 9.4% |
$63.6K - $81.9K
|
1.26K
$685K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-130- 6.62% |
$63.1K - $81.3K
|
1.83K
$995K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-130- 18.84% |
$63.1K - $81.3K
|
560
$304K
|