Purchases and Sales Made in Q1 2023 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q1 2023. The information is specifically focused on institutions that hold shares of United Airlines Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
149+ 0.59% |
$5.54K - $8.08K
|
25.4K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
146+ 16.26% |
$5.43K - $7.92K
|
1.04K
$95.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
139+ 0.52% |
$5.17K - $7.54K
|
27K
$2.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
138New |
$5.13K - $7.49K
|
138
$12.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
124+ 1.68% |
$4.61K - $6.73K
|
7.51K
$684K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
124+ 9.47% |
$4.61K - $6.73K
|
1.43K
$131K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
119New |
$4.43K - $6.46K
|
119
$10.8K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
111+ 0.24% |
$4.13K - $6.02K
|
45.4K
$4.14M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105New |
$3.91K - $5.7K
|
105
$9.57K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 8.41% |
$3.8K - $5.53K
|
1.32K
$120K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
100New |
$3.72K - $5.43K
|
100
$9.12K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
93New |
$3.46K - $5.05K
|
93
$8.48K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
90New |
$3.35K - $4.88K
|
90
$8.21K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
85+ 1.18% |
$3.16K - $4.61K
|
7.32K
$667K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
79New |
$2.94K - $4.29K
|
79
$7.2K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
78+ 0.17% |
$2.9K - $4.23K
|
47K
$4.29M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66New |
$2.46K - $3.58K
|
66
$6.02K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
64+ 1.04% |
$2.38K - $3.47K
|
6.2K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
58+ 305.26% |
$2.16K - $3.15K
|
77
$7.02K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
55+ 1.83% |
$2.05K - $2.98K
|
3.06K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 27.47% |
$1.86K - $2.71K
|
232
$21.2K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
50New |
$1.86K - $2.71K
|
50
$4.56K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
50+ 56.18% |
$1.86K - $2.71K
|
139
$12.7K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 0.87% |
$1.86K - $2.71K
|
5.8K
$528K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 8.5% |
$1.71K - $2.5K
|
587
$53.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
45+ 17.79% |
$1.67K - $2.44K
|
298
$27.2K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44New |
$1.64K - $2.39K
|
44
$4.01K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$1.49K - $2.17K
|
40
$3.65K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
38+ 1.39% |
$1.41K - $2.06K
|
2.77K
$252K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
35New |
$1.3K - $1.9K
|
35
$3.19K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
34New |
$1.27K - $1.84K
|
34
$3.1K
|
|
|
May 12, 2023
Q1 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
30+ 1.64% |
$1.12K - $1.63K
|
1.86K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
29+ 1.21% |
$1.08K - $1.57K
|
2.43K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.28% |
$1.08K - $1.57K
|
10.3K
$937K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27+ 0.26% |
$1K - $1.47K
|
10.5K
$955K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24New |
$893 - $1.3K
|
24
$2.19K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
16+ 1.53% |
$595 - $868
|
1.06K
$96.9K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15+ 0.17% |
$558 - $814
|
9.08K
$828K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13+ 41.94% |
$484 - $705
|
44
$4.01K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13New |
$484 - $705
|
13
$1.19K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 5.56% |
$447 - $651
|
228
$20.8K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 20.37% |
$409 - $597
|
65
$5.93K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$335 - $488
|
9
$821
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$260 - $380
|
7
$638
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$260 - $380
|
7
$638
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 3.45% |
$223 - $326
|
180
$16.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.55% |
$223 - $326
|
394
$35.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 4.35% |
$37.2 - $54.3
|
24
$2.19K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 12.5% |
$37.2 - $54.3
|
7
$638
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2Closed |
$74.4 - $109
|
0
$0
|