Latest Institutional Transactions on United Airlines Holdings, Inc. (UAL)
This table provides information on the latest institutional transactions involving United Airlines Holdings, Inc. (UAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
101+ 2.18% |
$5.62K - $10.3K
|
4.74K
$454K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
258+ 40.44% |
$14.3K - $26.4K
|
896
$85.9K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
142+ 25.0% |
$7.9K - $14.5K
|
710
$68.1K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.67KNew |
$149K - $274K
|
2.67K
$256K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-566- 4.17% |
$31.5K - $58K
|
13K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.06KNew |
$115K - $211K
|
2.06K
$198K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.18K- 6.53% |
$65.8K - $121K
|
16.9K
$1.62M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.63KNew |
$146K - $269K
|
2.63K
$252K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-138- 73.4% |
$7.68K - $14.1K
|
50
$4.79K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-191- 9.44% |
$10.6K - $19.6K
|
1.83K
$176K
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-6- 28.57% |
$334 - $615
|
15
$1.44K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
201+ 5.59% |
$11.2K - $20.6K
|
3.8K
$364K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.34KNew |
$130K - $239K
|
2.34K
$224K
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.03KNew |
$57.3K - $106K
|
1.03K
$98.9K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.37KNew |
$132K - $243K
|
2.37K
$227K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.27KNew |
$182K - $335K
|
3.27K
$313K
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.01K- 27.62% |
$56K - $103K
|
2.64K
$253K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.62KNew |
$146K - $269K
|
2.62K
$252K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.21M- 91.12% |
$67.1M - $124M
|
118K
$11.3M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.78KNew |
$322K - $592K
|
5.78K
$554K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.14K- 16.23% |
$63.2K - $116K
|
5.87K
$563K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.4K- 3.85% |
$78.1K - $144K
|
35.1K
$3.36M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-51- 7.98% |
$2.84K - $5.22K
|
588
$56.4K
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.51KNew |
$529K - $974K
|
9.51K
$912K
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
199+ 1.78% |
$11.1K - $20.4K
|
11.4K
$1.09M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
393New |
$21.9K - $40.3K
|
393
$37.7K
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.21KNew |
$178K - $329K
|
3.21K
$308K
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
15.2KNew |
$843K - $1.55M
|
15.2K
$1.45M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18.6KNew |
$1.03M - $1.9M
|
18.6K
$1.78M
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.32K+ 6.45% |
$240K - $443K
|
71.3K
$6.84M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.51KNew |
$139K - $257K
|
2.51K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.52KNew |
$140K - $258K
|
2.52K
$242K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
98+ 2.07% |
$5.45K - $10K
|
4.84K
$464K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
464+ 11.35% |
$25.8K - $47.5K
|
4.55K
$437K
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
695+ 58.4% |
$38.7K - $71.2K
|
1.89K
$181K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 38.67% |
$1.61K - $2.97K
|
46
$4.41K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.03KNew |
$169K - $311K
|
3.03K
$291K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
8.2KNew |
$456K - $840K
|
8.2K
$786K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.21% |
$334 - $615
|
2.88K
$276K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 11.5% |
$1.45K - $2.66K
|
200
$19.2K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.16% |
$9.96K - $18.3K
|
15.3K
$1.47M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
51+ 6.64% |
$2.84K - $5.22K
|
819
$78.5K
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
6.01KNew |
$334K - $615K
|
6.01K
$576K
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.22KNew |
$123K - $227K
|
2.22K
$212K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 158.33% |
$1.06K - $1.95K
|
31
$2.97K
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2.75K- 13.92% |
$153K - $282K
|
17K
$1.63M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
90+ 0.42% |
$5.01K - $9.22K
|
21.3K
$2.04M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
10.6KNew |
$590K - $1.09M
|
10.6K
$1.02M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$612 - $1.13K
|
11
$1.05K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.63KNew |
$258K - $475K
|
4.63K
$444K
|