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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 25.0% |
$249 - $338
|
30
$3.22K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$166 - $225
|
4.71K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4New |
$166 - $225
|
4
$430
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 6.82% |
$124 - $169
|
47
$5.05K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 1.82% |
$82.9 - $113
|
112
$12K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$41.4 - $56.3
|
1
$107
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.88% |
$82.9 - $113
|
226
$24.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2- 0.99% |
$82.9 - $113
|
200
$21.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.07% |
$82.9 - $113
|
3.06K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4- 0.08% |
$166 - $225
|
4.7K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.54% |
$249 - $338
|
1.12K
$120K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 9.17% |
$414 - $563
|
99
$10.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12- 10.71% |
$497 - $676
|
100
$10.7K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 0.58% |
$539 - $732
|
2.22K
$238K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 1.72% |
$580 - $788
|
800
$85.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 0.76% |
$663 - $901
|
2.08K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20- 0.19% |
$829 - $1.13K
|
10.4K
$1.11M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 3.92% |
$953 - $1.29K
|
564
$60.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 3.92% |
$953 - $1.29K
|
564
$60.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-26- 25.74% |
$1.08K - $1.46K
|
75
$8.05K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-27- 43.55% |
$1.12K - $1.52K
|
35
$3.76K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-33- 0.02% |
$1.37K - $1.86K
|
183K
$19.7M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-40- 0.82% |
$1.66K - $2.25K
|
4.83K
$518K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-43- 0.39% |
$1.78K - $2.42K
|
11K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 3.8% |
$2.07K - $2.82K
|
1.27K
$136K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 6.93% |
$2.07K - $2.82K
|
672
$72.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-55- 4.82% |
$2.28K - $3.1K
|
1.09K
$117K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-58- 75.32% |
$2.4K - $3.27K
|
19
$2.04K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-59- 37.11% |
$2.44K - $3.32K
|
100
$10.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-66- 2.54% |
$2.74K - $3.72K
|
2.53K
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-70- 0.17% |
$2.9K - $3.94K
|
42.2K
$4.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-71- 1.52% |
$2.94K - $4K
|
4.61K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-72- 0.57% |
$2.98K - $4.05K
|
12.7K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-99- 0.82% |
$4.1K - $5.57K
|
12K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-100- 37.04% |
$4.14K - $5.63K
|
170
$18.3K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-103- 0.79% |
$4.27K - $5.8K
|
13K
$1.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-105- 2.0% |
$4.35K - $5.91K
|
5.13K
$551K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-111- 17.0% |
$4.6K - $6.25K
|
542
$58.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-120- 3.44% |
$4.97K - $6.76K
|
3.36K
$361K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-131- 43.96% |
$5.43K - $7.38K
|
167
$17.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-150- 64.66% |
$6.22K - $8.45K
|
82
$8.81K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-150- 2.66% |
$6.22K - $8.45K
|
5.48K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-153- 33.77% |
$6.34K - $8.61K
|
300
$32.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-160- 3.22% |
$6.63K - $9.01K
|
4.8K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-173- 0.68% |
$7.17K - $9.74K
|
25.1K
$2.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-188- 3.86% |
$7.79K - $10.6K
|
4.68K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-199- 2.07% |
$8.25K - $11.2K
|
9.39K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 0.73% |
$8.29K - $11.3K
|
27.2K
$2.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 50.0% |
$8.29K - $11.3K
|
200
$21.5K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 50.0% |
$8.29K - $11.3K
|
200
$21.5K
|