Purchases and Sales Made in Q1 2025 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q1 2025. 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 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23New |
$1.59K - $2.54K
|
23
$1.84K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
23+ 1.88% |
$1.59K - $2.54K
|
1.25K
$100K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22New |
$1.52K - $2.43K
|
22
$1.76K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21New |
$1.45K - $2.32K
|
21
$1.68K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 80.0% |
$1.38K - $2.21K
|
45
$3.61K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.07% |
$1.38K - $2.21K
|
28.2K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 57.14% |
$1.38K - $2.21K
|
55
$4.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 6.58% |
$1.38K - $2.21K
|
324
$26K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.38% |
$1.31K - $2.1K
|
4.99K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
19+ 0.47% |
$1.31K - $2.1K
|
4.05K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.18% |
$1.31K - $2.1K
|
10.5K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
19+ 14.96% |
$1.31K - $2.1K
|
146
$11.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.04K - $1.66K
|
15
$1.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 26.42% |
$967 - $1.55K
|
67
$5.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 1.51% |
$967 - $1.55K
|
944
$75.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13New |
$898 - $1.44K
|
13
$1.04K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 24.53% |
$898 - $1.44K
|
66
$5.29K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
12+ 70.59% |
$829 - $1.33K
|
29
$2.33K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11New |
$760 - $1.22K
|
11
$882
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 4.38% |
$760 - $1.22K
|
262
$21K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
11+ 550.0% |
$760 - $1.22K
|
13
$1.04K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11New |
$760 - $1.22K
|
11
$882
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10New |
$691 - $1.11K
|
10
$802
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 0.18% |
$621 - $995
|
4.99K
$400K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9New |
$621 - $995
|
9
$722
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.37% |
$552 - $884
|
2.15K
$173K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 1.28% |
$552 - $884
|
635
$50.9K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 5.71% |
$552 - $884
|
148
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$414 - $663
|
6
$481
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6+ 40.0% |
$414 - $663
|
21
$1.68K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 6.85% |
$345 - $553
|
78
$6.25K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$276 - $442
|
4
$321
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 0.43% |
$207 - $332
|
695
$55.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 100.0% |
$138 - $221
|
4
$321
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 8.33% |
$69.1 - $111
|
13
$1.04K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$69.1 - $111
|
1
$80.2
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$69.1 - $111
|
4.07K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 33.33% |
$69.1 - $111
|
2
$160
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 0.89% |
$138 - $221
|
222
$17.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 27.27% |
$207 - $332
|
8
$641
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 6.52% |
$207 - $332
|
43
$3.45K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 2.65% |
$207 - $332
|
110
$8.82K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 44.44% |
$276 - $442
|
5
$401
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.11% |
$276 - $442
|
3.52K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-5- 0.01% |
$345 - $553
|
35.1K
$2.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 3.5% |
$483 - $774
|
193
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-8- 0.05% |
$552 - $884
|
16.6K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8- 13.11% |
$552 - $884
|
53
$4.25K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-8- 0.05% |
$552 - $884
|
17.6K
$1.41M
|