Latest Institutional Purchases of United Airlines Holdings, Inc. (UAL)
This list provides information on the latest institutional transactions involving United Airlines Holdings, Inc. (UAL) stock that were buys. 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 purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
315New |
$13.1K - $17.7K
|
315
$30.2K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
240New |
$9.95K - $13.5K
|
240
$23K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
239New |
$9.9K - $13.5K
|
239
$22.9K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
200New |
$8.29K - $11.3K
|
200
$19.2K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
150New |
$6.22K - $8.45K
|
150
$14.4K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
120New |
$4.97K - $6.76K
|
120
$11.5K
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
96+ 1.85% |
$3.98K - $5.4K
|
5.27K
$506K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50+ 2.19% |
$2.07K - $2.82K
|
2.33K
$223K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
45+ 0.95% |
$1.86K - $2.53K
|
4.79K
$460K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16New |
$663 - $901
|
16
$1.53K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14New |
$580 - $788
|
14
$1.34K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
10New |
$414 - $563
|
10
$959
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10+ 0.85% |
$414 - $563
|
1.18K
$114K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 100.0% |
$373 - $507
|
18
$1.73K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6New |
$249 - $338
|
6
$575
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4New |
$166 - $225
|
4
$384
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$41.4 - $56.3
|
1
$95.9
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
222K+ 1685.59% |
$8.24M - $12M
|
235K
$22.5M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
13.5KNew |
$502K - $733K
|
13.5K
$1.29M
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
13KNew |
$485K - $707K
|
13K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$407K - $594K
|
10.9K
$1.05M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.03KNew |
$336K - $490K
|
9.03K
$866K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7KNew |
$261K - $380K
|
7K
$671K
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
6.86KNew |
$255K - $372K
|
6.86K
$658K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
5.05KNew |
$188K - $274K
|
5.05K
$484K
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5KNew |
$186K - $271K
|
5K
$479K
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5KNew |
$186K - $271K
|
5K
$479K
|
|
May 12, 2023
Q1 2023
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
3.39KNew |
$126K - $184K
|
3.39K
$325K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.01KNew |
$74.9K - $109K
|
2.01K
$193K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.86K+ 59.34% |
$69.1K - $101K
|
4.98K
$478K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.54K+ 28.49% |
$57.2K - $83.3K
|
6.93K
$664K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.05KNew |
$39.1K - $57.1K
|
1.05K
$101K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
492New |
$18.3K - $26.7K
|
492
$47.2K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
400New |
$14.9K - $21.7K
|
400
$38.4K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
263New |
$9.79K - $14.3K
|
263
$25.2K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
100New |
$3.72K - $5.43K
|
100
$9.59K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
90New |
$3.35K - $4.88K
|
90
$8.63K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
79New |
$2.94K - $4.29K
|
79
$7.58K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
50+ 56.18% |
$1.86K - $2.71K
|
139
$13.3K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
35New |
$1.3K - $1.9K
|
35
$3.36K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
34New |
$1.27K - $1.84K
|
34
$3.26K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27+ 0.26% |
$1K - $1.47K
|
10.5K
$1M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13New |
$484 - $705
|
13
$1.25K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 41.94% |
$484 - $705
|
44
$4.22K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$260 - $380
|
7
$671
|
|
Q4 2022 | |||||||
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 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
61.6KNew |
$2.02M - $2.83M
|
61.6K
$5.91M
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
44.6KNew |
$1.46M - $2.05M
|
44.6K
$4.28M
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
41.7KNew |
$1.37M - $1.92M
|
41.7K
$4M
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
27.9KNew |
$916K - $1.28M
|
27.9K
$2.68M
|