Purchases and Sales Made in Q1 2024 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
28+ 2.14% |
$1.06K - $1.34K
|
1.34K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.25% |
$985 - $1.24K
|
10.4K
$835K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 20.8% |
$985 - $1.24K
|
151
$12.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
22+ 95.65% |
$833 - $1.05K
|
45
$3.61K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
21New |
$795 - $1.01K
|
21
$1.68K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.54% |
$795 - $1.01K
|
3.9K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 2.08% |
$758 - $958
|
983
$78.8K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 7.44% |
$606 - $766
|
231
$18.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 2.41% |
$568 - $718
|
637
$51.1K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
13+ 6.13% |
$492 - $622
|
225
$18K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 1.83% |
$455 - $575
|
666
$53.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 15.38% |
$455 - $575
|
90
$7.22K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11New |
$417 - $527
|
11
$882
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$417 - $527
|
11
$882
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.21% |
$379 - $479
|
4.73K
$379K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 5.24% |
$379 - $479
|
201
$16.1K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9+ 0.1% |
$341 - $431
|
8.9K
$713K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 2.02% |
$265 - $335
|
353
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 70.0% |
$265 - $335
|
17
$1.36K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6+ 16.22% |
$227 - $287
|
43
$3.45K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 1.18% |
$189 - $239
|
427
$34.2K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.02% |
$152 - $192
|
22K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 14.29% |
$114 - $144
|
24
$1.92K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 5.41% |
$75.8 - $95.8
|
39
$3.13K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$75.8 - $95.8
|
5.14K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.13% |
$75.8 - $95.8
|
1.53K
$123K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2- 1.87% |
$75.8 - $95.8
|
105
$8.42K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.01% |
$75.8 - $95.8
|
15K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$114 - $144
|
9.9K
$794K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6- 22.22% |
$227 - $287
|
21
$1.68K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.29% |
$227 - $287
|
2.09K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.54% |
$303 - $383
|
1.46K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8- 0.47% |
$303 - $383
|
1.7K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-9- 10.98% |
$341 - $431
|
73
$5.85K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10- 0.05% |
$379 - $479
|
21.9K
$1.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-14- 0.27% |
$530 - $670
|
5.12K
$410K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 5.86% |
$530 - $670
|
225
$18K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 1.03% |
$758 - $958
|
1.92K
$154K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 13.79% |
$758 - $958
|
125
$10K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.21% |
$871 - $1.1K
|
10.9K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-25- 83.33% |
$947 - $1.2K
|
5
$401
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-30- 9.87% |
$1.14K - $1.44K
|
274
$22K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-44- 0.02% |
$1.67K - $2.11K
|
183K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.91% |
$1.7K - $2.15K
|
4.9K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-45- 2.86% |
$1.7K - $2.15K
|
1.53K
$123K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-47- 41.96% |
$1.78K - $2.25K
|
65
$5.21K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-51- 9.14% |
$1.93K - $2.44K
|
507
$40.7K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-60- 0.52% |
$2.27K - $2.87K
|
11.4K
$913K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-66- 0.39% |
$2.5K - $3.16K
|
16.9K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75- 0.6% |
$2.84K - $3.59K
|
12.4K
$992K
|