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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
167+ 7.33% |
$11.5K - $18.5K
|
2.44K
$196K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
163+ 1.55% |
$11.3K - $18K
|
10.7K
$857K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
161New |
$11.1K - $17.8K
|
161
$12.9K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
160+ 50.63% |
$11K - $17.7K
|
476
$38.2K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
150+ 15.63% |
$10.4K - $16.6K
|
1.11K
$89K
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
150+ 2.22% |
$10.4K - $16.6K
|
6.9K
$553K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
149+ 1.96% |
$10.3K - $16.5K
|
7.76K
$622K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
147+ 3.26% |
$10.2K - $16.2K
|
4.65K
$373K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
145New |
$10K - $16K
|
145
$11.6K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
144+ 53.73% |
$9.94K - $15.9K
|
412
$33K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
140+ 4.37% |
$9.67K - $15.5K
|
3.35K
$268K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
139New |
$9.6K - $15.4K
|
139
$11.1K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
132+ 2.52% |
$9.11K - $14.6K
|
5.37K
$431K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
123+ 4.2% |
$8.49K - $13.6K
|
3.06K
$245K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
118+ 2.3% |
$8.15K - $13K
|
5.24K
$420K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
117New |
$8.08K - $12.9K
|
117
$9.38K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
115+ 36.62% |
$7.94K - $12.7K
|
429
$34.4K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
110+ 67.07% |
$7.6K - $12.2K
|
274
$22K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
107New |
$7.39K - $11.8K
|
107
$8.58K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107New |
$7.39K - $11.8K
|
107
$8.58K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
100New |
$6.91K - $11.1K
|
100
$8.02K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$6.91K - $11.1K
|
100
$8.02K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100New |
$6.91K - $11.1K
|
100
$8.02K
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
92New |
$6.35K - $10.2K
|
92
$7.38K
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
91+ 3.23% |
$6.28K - $10.1K
|
2.91K
$233K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
85New |
$5.87K - $9.39K
|
85
$6.82K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
83+ 48.26% |
$5.73K - $9.17K
|
255
$20.4K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
78+ 9.94% |
$5.39K - $8.62K
|
863
$69.2K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
70+ 18.67% |
$4.83K - $7.74K
|
445
$35.7K
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
69+ 1.67% |
$4.76K - $7.63K
|
4.19K
$336K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
65New |
$4.49K - $7.18K
|
65
$5.21K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
60New |
$4.14K - $6.63K
|
60
$4.81K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
58New |
$4K - $6.41K
|
58
$4.65K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
53New |
$3.66K - $5.86K
|
53
$4.25K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 12.69% |
$3.45K - $5.53K
|
444
$35.6K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
50New |
$3.45K - $5.53K
|
50
$4.01K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
46New |
$3.18K - $5.08K
|
46
$3.69K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
46New |
$3.18K - $5.08K
|
46
$3.69K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45+ 0.29% |
$3.11K - $4.97K
|
15.7K
$1.26M
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
44+ 2.09% |
$3.04K - $4.86K
|
2.15K
$172K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
38+ 122.58% |
$2.62K - $4.2K
|
69
$5.53K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 2.41% |
$2.62K - $4.2K
|
1.62K
$130K
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
36+ 0.76% |
$2.49K - $3.98K
|
4.74K
$380K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
35+ 0.2% |
$2.42K - $3.87K
|
17.5K
$1.4M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 12.04% |
$2.28K - $3.65K
|
307
$24.6K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
32New |
$2.21K - $3.54K
|
32
$2.57K
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
31+ 1.09% |
$2.14K - $3.43K
|
2.88K
$231K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
30New |
$2.07K - $3.32K
|
30
$2.41K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 77.14% |
$1.86K - $2.98K
|
62
$4.97K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23New |
$1.59K - $2.54K
|
23
$1.84K
|