Purchases and Sales Made in Q2 2023 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
200New |
$8.29K - $11.3K
|
200
$21.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.79% |
$8.29K - $11.3K
|
25.6K
$2.71M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
189New |
$7.83K - $10.6K
|
189
$20K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
189+ 0.42% |
$7.83K - $10.6K
|
45.6K
$4.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
185New |
$7.67K - $10.4K
|
185
$19.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
150+ 75.38% |
$6.22K - $8.45K
|
349
$36.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
150+ 3.23% |
$6.22K - $8.45K
|
4.8K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
150New |
$6.22K - $8.45K
|
150
$15.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
140+ 1.2% |
$5.8K - $7.88K
|
11.8K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
126New |
$5.22K - $7.09K
|
126
$13.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
120New |
$4.97K - $6.76K
|
120
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
111+ 10.44% |
$4.6K - $6.25K
|
1.17K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100New |
$4.14K - $5.63K
|
100
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
96+ 1.85% |
$3.98K - $5.4K
|
5.27K
$558K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 15.71% |
$3.98K - $5.4K
|
707
$74.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
78+ 0.26% |
$3.23K - $4.39K
|
30.6K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
77New |
$3.19K - $4.34K
|
77
$8.15K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
73+ 5.88% |
$3.03K - $4.11K
|
1.32K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
70+ 0.68% |
$2.9K - $3.94K
|
10.3K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 3.38% |
$2.69K - $3.66K
|
1.99K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
64+ 0.07% |
$2.65K - $3.6K
|
88.8K
$9.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
63+ 6.03% |
$2.61K - $3.55K
|
1.11K
$117K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
58+ 1.17% |
$2.4K - $3.27K
|
5.03K
$532K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50+ 2.19% |
$2.07K - $2.82K
|
2.33K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
48+ 5.57% |
$1.99K - $2.7K
|
909
$96.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 69.23% |
$1.86K - $2.53K
|
110
$11.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
45+ 0.95% |
$1.86K - $2.53K
|
4.79K
$507K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
43+ 0.24% |
$1.78K - $2.42K
|
17.6K
$1.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 0.56% |
$1.74K - $2.36K
|
7.55K
$799K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38+ 1.96% |
$1.57K - $2.14K
|
1.98K
$210K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 6.59% |
$1.45K - $1.97K
|
566
$59.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32New |
$1.33K - $1.8K
|
32
$3.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
30+ 0.14% |
$1.24K - $1.69K
|
21.9K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
27+ 6.85% |
$1.12K - $1.52K
|
421
$44.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
25+ 0.25% |
$1.04K - $1.41K
|
10.2K
$1.08M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20New |
$829 - $1.13K
|
20
$2.12K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16New |
$663 - $901
|
16
$1.69K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 7.85% |
$622 - $845
|
206
$21.8K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 7.85% |
$622 - $845
|
206
$21.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14New |
$580 - $788
|
14
$1.48K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12New |
$497 - $676
|
12
$1.27K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10+ 0.85% |
$414 - $563
|
1.18K
$125K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
10New |
$414 - $563
|
10
$1.06K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 100.0% |
$373 - $507
|
18
$1.91K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
9+ 39.13% |
$373 - $507
|
32
$3.39K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 11.54% |
$373 - $507
|
87
$9.21K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 2.11% |
$332 - $450
|
388
$41.1K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 25.0% |
$249 - $338
|
30
$3.18K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6New |
$249 - $338
|
6
$635
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 25.0% |
$249 - $338
|
30
$3.18K
|