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 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
600+ 3.72% |
$33.7K - $50.5K
|
16.7K
$1.74M
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
582+ 14.35% |
$32.7K - $49K
|
4.64K
$483K
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
547+ 17.23% |
$30.7K - $46.1K
|
3.72K
$388K
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
543New |
$30.5K - $45.7K
|
543
$56.6K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
516+ 13.1% |
$29K - $43.5K
|
4.46K
$464K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
515+ 16.3% |
$28.9K - $43.4K
|
3.68K
$383K
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
512+ 0.95% |
$28.7K - $43.1K
|
54.6K
$5.69M
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
510+ 17.44% |
$28.6K - $43K
|
3.44K
$358K
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
500+ 19.14% |
$28.1K - $42.1K
|
3.11K
$324K
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500+ 454.55% |
$28.1K - $42.1K
|
610
$63.5K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
499+ 10.52% |
$28K - $42K
|
5.24K
$546K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
470+ 5.92% |
$26.4K - $39.6K
|
8.41K
$876K
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
463+ 2.26% |
$26K - $39K
|
21K
$2.18M
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
443+ 303.42% |
$24.9K - $37.3K
|
589
$61.4K
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
438+ 1.01% |
$24.6K - $36.9K
|
43.8K
$4.57M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
404+ 6.59% |
$22.7K - $34K
|
6.54K
$681K
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
400+ 0.9% |
$22.5K - $33.7K
|
44.9K
$4.68M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
400+ 11.94% |
$22.5K - $33.7K
|
3.75K
$391K
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
400+ 12.82% |
$22.5K - $33.7K
|
3.52K
$367K
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
398+ 84.68% |
$22.3K - $33.5K
|
868
$90.4K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
360+ 6.92% |
$20.2K - $30.3K
|
5.57K
$580K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
343+ 7.47% |
$19.3K - $28.9K
|
4.94K
$514K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
304+ 5.12% |
$17.1K - $25.6K
|
6.24K
$650K
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
300New |
$16.8K - $25.3K
|
300
$31.3K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
298+ 40.05% |
$16.7K - $25.1K
|
1.04K
$109K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
293+ 8.76% |
$16.5K - $24.7K
|
3.64K
$379K
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
287+ 0.09% |
$16.1K - $24.2K
|
323K
$33.6M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
283+ 4.13% |
$15.9K - $23.8K
|
7.13K
$743K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
279+ 5.29% |
$15.7K - $23.5K
|
5.56K
$579K
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
261+ 7.79% |
$14.7K - $22K
|
3.61K
$376K
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
230+ 2.2% |
$12.9K - $19.4K
|
10.7K
$1.11M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
228+ 6.49% |
$12.8K - $19.2K
|
3.74K
$390K
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
226+ 0.35% |
$12.7K - $19K
|
64K
$6.67M
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
220New |
$12.4K - $18.5K
|
220
$22.9K
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
216+ 12.0% |
$12.1K - $18.2K
|
2.02K
$210K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 9.99% |
$12.1K - $18.1K
|
2.37K
$247K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
207+ 5.46% |
$11.6K - $17.4K
|
4K
$417K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
206+ 4.13% |
$11.6K - $17.4K
|
5.2K
$542K
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
200+ 4.26% |
$11.2K - $16.8K
|
4.9K
$510K
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$11.2K - $16.8K
|
200
$20.8K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$11.2K - $16.8K
|
200
$20.8K
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200New |
$11.2K - $16.8K
|
200
$20.8K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
191+ 1.54% |
$10.7K - $16.1K
|
12.6K
$1.31M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
177+ 44.03% |
$9.94K - $14.9K
|
579
$60.3K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
176+ 176.0% |
$9.88K - $14.8K
|
276
$28.8K
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
161+ 0.21% |
$9.04K - $13.6K
|
77K
$8.03M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
159+ 9.38% |
$8.93K - $13.4K
|
1.85K
$193K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
159+ 548.28% |
$8.93K - $13.4K
|
188
$19.6K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
158+ 17.44% |
$8.87K - $13.3K
|
1.06K
$111K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
154+ 6.11% |
$8.65K - $13K
|
2.68K
$279K
|