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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-665- 8.76% |
$27.6K - $37.4K
|
6.92K
$555K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
4.38KNew |
$181K - $246K
|
4.38K
$351K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.51KNew |
$187K - $254K
|
4.51K
$362K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13New |
$484 - $705
|
13
$1.04K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2Closed |
$74.4 - $109
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
50+ 56.18% |
$1.86K - $2.71K
|
139
$11.1K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
13KNew |
$485K - $707K
|
13K
$1.04M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
400New |
$14.9K - $21.7K
|
400
$32.1K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
35New |
$1.3K - $1.9K
|
35
$2.81K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.86K+ 59.34% |
$69.1K - $101K
|
4.98K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-10.1K- 1.01% |
$377K - $550K
|
992K
$79.5M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
5.05KNew |
$188K - $274K
|
5.05K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$407K - $594K
|
10.9K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
13.5KNew |
$502K - $733K
|
13.5K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.01KNew |
$74.9K - $109K
|
2.01K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-373- 59.87% |
$13.9K - $20.2K
|
250
$20K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27+ 0.26% |
$1K - $1.47K
|
10.5K
$840K
|
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
3.39KNew |
$126K - $184K
|
3.39K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5KNew |
$186K - $271K
|
5K
$401K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-21.1K- 48.45% |
$783K - $1.14M
|
22.4K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 41.94% |
$484 - $705
|
44
$3.53K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.25K- 18.68% |
$195K - $285K
|
22.8K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.05KNew |
$39.1K - $57.1K
|
1.05K
$84.3K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5KNew |
$186K - $271K
|
5K
$401K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-12K- 39.37% |
$447K - $652K
|
18.5K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
79New |
$2.94K - $4.29K
|
79
$6.33K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
34New |
$1.27K - $1.84K
|
34
$2.73K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$260 - $380
|
7
$561
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-426- 76.21% |
$15.9K - $23.1K
|
133
$10.7K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
6.86KNew |
$255K - $372K
|
6.86K
$550K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 1.96% |
$112 - $163
|
150
$12K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.24K- 41.48% |
$158K - $230K
|
5.98K
$480K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
492New |
$18.3K - $26.7K
|
492
$39.4K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
90New |
$3.35K - $4.88K
|
90
$7.22K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.48K- 84.39% |
$55.1K - $80.4K
|
274
$22K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7KNew |
$261K - $380K
|
7K
$561K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.03KNew |
$336K - $490K
|
9.03K
$724K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-90- 81.82% |
$3.35K - $4.88K
|
20
$1.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 10.0% |
$186 - $271
|
45
$3.61K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-500- 50.0% |
$18.6K - $27.1K
|
500
$40.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 60.0% |
$558 - $814
|
10
$802
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.54K+ 28.49% |
$57.2K - $83.3K
|
6.93K
$555K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
11New |
$361 - $505
|
11
$882
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
18.8KNew |
$617K - $863K
|
18.8K
$1.51M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.58KNew |
$183K - $256K
|
5.58K
$447K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-11.4K- 58.01% |
$374K - $523K
|
8.25K
$661K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.35KNew |
$176K - $246K
|
5.35K
$429K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.07KNew |
$35K - $49K
|
1.07K
$85.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.18KNew |
$38.8K - $54.3K
|
1.18K
$94.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
5.9K+ 36.13% |
$193K - $271K
|
22.2K
$1.78M
|
|