Institutional Ownership United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL). We have compiled data on the 770 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
25
shares
|
$2,259
0.0% of portfolio
|
Q3 2022
Reduced 88.26%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
25
shares
|
$2,259
0.0% of portfolio
|
Q4 2023
Reduced 76.19%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,169
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
23
shares
|
$2,078
0.0% of portfolio
|
Q3 2024
Reduced 54.9%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21
shares
|
$1,897
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
21
shares
|
$1,897
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$1,807
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
20
shares
|
$1,807
0.0% of portfolio
|
Q1 2023
Reduced 81.82%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
19
shares
|
$1,717
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$1,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
18
shares
|
$1,626
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
14
shares
|
$1,265
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,265
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13
shares
|
$1,174
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
12
shares
|
$1,084
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
11
shares
|
$994
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
10
shares
|
$903
0.0% of portfolio
|
Q2 2024
Reduced 98.4%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
10
shares
|
$903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
10
shares
|
$903
0.0% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8
shares
|
$723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
6
shares
|
$542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
5
shares
|
$451
0.0% of portfolio
|
Q4 2023
Reduced 64.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4
shares
|
$361
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$271
0.0% of portfolio
|
Q4 2023
New holding
|