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 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-40- 0.52% |
$1.36K - $1.74K
|
7.69K
$738K
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
8.63KNew |
$293K - $376K
|
8.63K
$828K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-35.6K- 85.32% |
$1.21M - $1.55M
|
6.12K
$587K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-115K- 92.86% |
$4.82M - $6.61M
|
8.82K
$846K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$252 - $346
|
24
$2.3K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-400- 73.8% |
$16.8K - $23K
|
142
$13.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
516+ 3.65% |
$21.7K - $29.7K
|
14.7K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-496- 15.76% |
$20.8K - $28.6K
|
2.65K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
6KNew |
$252K - $346K
|
6K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-240- 2.35% |
$10.1K - $13.8K
|
9.98K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
34.8KNew |
$1.46M - $2M
|
34.8K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100New |
$4.2K - $5.76K
|
100
$9.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.11KNew |
$215K - $294K
|
5.11K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
63+ 331.58% |
$2.65K - $3.63K
|
82
$7.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-700- 12.2% |
$29.4K - $40.3K
|
5.04K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-574- 8.99% |
$24.1K - $33.1K
|
5.81K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
21.2K+ 74.0% |
$893K - $1.22M
|
50K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
26+ 0.0% |
$1.09K - $1.5K
|
763K
$73.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
50.1KNew |
$2.1M - $2.88M
|
50.1K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-138K- 60.94% |
$5.8M - $7.94M
|
88.4K
$8.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40+ 100.0% |
$1.68K - $2.3K
|
80
$7.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
24.3K+ 331.11% |
$1.02M - $1.4M
|
31.6K
$3.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
107KNew |
$4.49M - $6.16M
|
107K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
65.2KNew |
$2.74M - $3.75M
|
65.2K
$6.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-200- 40.0% |
$8.41K - $11.5K
|
300
$28.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 17.41% |
$1.47K - $2.02K
|
236
$22.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-14- 0.22% |
$588 - $807
|
6.36K
$610K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.4K- 12.07% |
$520K - $712K
|
90.1K
$8.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-218- 28.02% |
$9.16K - $12.6K
|
560
$53.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
319New |
$13.4K - $18.4K
|
319
$30.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Nine Masts Capital LTD
|
BUY
|
PUT |
577KNew |
$24.3M - $33.2M
|
577K
$55.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.03K- 7.02% |
$170K - $232K
|
53.5K
$5.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
1.25KNew |
$52.4K - $71.8K
|
1.25K
$120K
|
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-25K- 40.35% |
$1.05M - $1.44M
|
37K
$3.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-378- 4.61% |
$15.9K - $21.8K
|
7.81K
$749K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
169New |
$7.1K - $9.74K
|
169
$16.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-62- 21.45% |
$2.61K - $3.57K
|
227
$21.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-846- 5.88% |
$35.6K - $48.7K
|
13.5K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
53.7K+ 67.72% |
$2.26M - $3.1M
|
133K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-436- 0.76% |
$18.3K - $25.1K
|
57.1K
$5.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
32New |
$1.34K - $1.84K
|
32
$3.07K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-775- 96.88% |
$32.6K - $44.6K
|
25
$2.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-12- 5.74% |
$504 - $691
|
197
$18.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.1KNew |
$214K - $294K
|
5.1K
$489K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-429- 25.61% |
$18K - $24.7K
|
1.25K
$119K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-200- 86.96% |
$8.41K - $11.5K
|
30
$2.88K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
51+ 12.75% |
$2.14K - $2.94K
|
451
$43.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$168 - $230
|
4
$384
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
42New |
$1.77K - $2.42K
|
42
$4.03K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.24K- 57.12% |
$300K - $407K
|
5.43K
$521K
|
|