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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 60.0% |
$558 - $814
|
10
$959
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.54K+ 28.49% |
$57.2K - $83.3K
|
6.93K
$664K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-140- 26.22% |
$5.21K - $7.6K
|
394
$37.8K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
11New |
$361 - $505
|
11
$1.05K
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
18.8KNew |
$617K - $863K
|
18.8K
$1.8M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.58KNew |
$183K - $256K
|
5.58K
$535K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-11.4K- 58.01% |
$374K - $523K
|
8.25K
$791K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.35KNew |
$176K - $246K
|
5.35K
$513K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.07KNew |
$35K - $49K
|
1.07K
$102K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.18KNew |
$38.8K - $54.3K
|
1.18K
$113K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
5.9K+ 36.13% |
$193K - $271K
|
22.2K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
50New |
$1.64K - $2.3K
|
50
$4.79K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.6K- 23.02% |
$52.5K - $73.5K
|
5.35K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
4KNew |
$131K - $184K
|
4K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.84MNew |
$60.4M - $84.6M
|
1.84M
$177M
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 13.99% |
$42.3K - $59.2K
|
10.5K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.2KNew |
$72.1K - $101K
|
2.2K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
11K+ 71.57% |
$361K - $505K
|
26.4K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2KNew |
$65.6K - $91.8K
|
2K
$192K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
682New |
$22.4K - $31.3K
|
682
$65.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
30New |
$984 - $1.38K
|
30
$2.88K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
44.6KNew |
$1.46M - $2.05M
|
44.6K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
9KNew |
$295K - $413K
|
9K
$863K
|
|
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-200K- 49.69% |
$6.56M - $9.18M
|
202K
$19.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
114New |
$3.74K - $5.23K
|
114
$10.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.4KNew |
$177K - $248K
|
5.4K
$518K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
575New |
$18.9K - $26.4K
|
575
$55.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
848New |
$27.8K - $38.9K
|
848
$81.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-831Closed |
$27.3K - $38.2K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
61.6KNew |
$2.02M - $2.83M
|
61.6K
$5.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
14.5KNew |
$477K - $668K
|
14.5K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-10- 0.85% |
$328 - $459
|
1.17K
$112K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.95K- 33.77% |
$96.6K - $135K
|
5.78K
$554K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
1K+ 9.99% |
$32.8K - $45.9K
|
11K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$32.8K - $46K
|
1K
$96K
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
27.9KNew |
$916K - $1.28M
|
27.9K
$2.68M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-300- 27.27% |
$9.84K - $13.8K
|
800
$76.7K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
41.7KNew |
$1.37M - $1.92M
|
41.7K
$4M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.71K+ 19.73% |
$56.2K - $78.7K
|
10.4K
$997K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.95KNew |
$63.8K - $89.4K
|
1.95K
$187K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
19New |
$623 - $872
|
19
$1.82K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
70New |
$2.3K - $3.21K
|
70
$6.71K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$755 - $1.06K
|
23
$2.21K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
672New |
$22K - $30.9K
|
672
$64.4K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$33.1K - $46.4K
|
1.01K
$96.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-78Closed |
$2.49K - $3.25K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-949Closed |
$30.3K - $39.6K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83New |
$2.65K - $3.46K
|
83
$7.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.57K- 8.74% |
$82K - $107K
|
26.8K
$2.57M
|
|