Purchases and Sales Made in Q3 2023 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
467+ 0.58% |
$19.6K - $26.9K
|
80.6K
$8.53M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
454New |
$19.1K - $26.2K
|
454
$48.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
422+ 17.84% |
$17.7K - $24.3K
|
2.79K
$295K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 200.0% |
$16.8K - $23K
|
600
$63.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
400+ 200.0% |
$16.8K - $23K
|
600
$63.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
392+ 11.03% |
$16.5K - $22.6K
|
3.95K
$418K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
372+ 11.06% |
$15.6K - $21.4K
|
3.74K
$395K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
319New |
$13.4K - $18.4K
|
319
$33.8K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
308+ 0.68% |
$12.9K - $17.7K
|
45.9K
$4.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
294+ 498.31% |
$12.4K - $16.9K
|
353
$37.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
283+ 50.18% |
$11.9K - $16.3K
|
847
$89.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
267+ 1.22% |
$11.2K - $15.4K
|
22.1K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
243+ 3.22% |
$10.2K - $14K
|
7.79K
$824K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
239+ 1.9% |
$10K - $13.8K
|
12.8K
$1.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
227+ 3.3% |
$9.54K - $13.1K
|
7.1K
$751K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
199+ 1.45% |
$8.36K - $11.5K
|
13.9K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
194+ 12.86% |
$8.15K - $11.2K
|
1.7K
$180K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
181+ 13.76% |
$7.61K - $10.4K
|
1.5K
$158K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
169New |
$7.1K - $9.74K
|
169
$17.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
164+ 164.0% |
$6.89K - $9.45K
|
264
$27.9K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
142New |
$5.97K - $8.18K
|
142
$15K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
142+ 1.53% |
$5.97K - $8.18K
|
9.42K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
110+ 0.26% |
$4.62K - $6.34K
|
41.8K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.56% |
$4.2K - $5.76K
|
17.8K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 9.79% |
$4.2K - $5.76K
|
1.12K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100New |
$4.2K - $5.76K
|
100
$10.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
100+ 1.54% |
$4.2K - $5.76K
|
6.61K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
97+ 8.26% |
$4.08K - $5.59K
|
1.27K
$135K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
96+ 1.95% |
$4.03K - $5.53K
|
5.02K
$531K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
90+ 1.21% |
$3.78K - $5.18K
|
7.51K
$795K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
81+ 405.0% |
$3.4K - $4.67K
|
101
$10.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 6.54% |
$2.98K - $4.09K
|
1.16K
$122K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
66New |
$2.77K - $3.8K
|
66
$6.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
63+ 331.58% |
$2.65K - $3.63K
|
82
$8.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
60+ 3.87% |
$2.52K - $3.46K
|
1.61K
$170K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
55New |
$2.31K - $3.17K
|
55
$5.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
55+ 0.43% |
$2.31K - $3.17K
|
12.7K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
51+ 12.75% |
$2.14K - $2.94K
|
451
$47.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 5.59% |
$2.1K - $2.88K
|
945
$100K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
42New |
$1.77K - $2.42K
|
42
$4.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40+ 100.0% |
$1.68K - $2.3K
|
80
$8.47K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
40+ 0.8% |
$1.68K - $2.3K
|
5.07K
$536K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39+ 35.45% |
$1.64K - $2.25K
|
149
$15.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 17.41% |
$1.47K - $2.02K
|
236
$25K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
32New |
$1.34K - $1.84K
|
32
$3.39K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$1.26K - $1.73K
|
30
$3.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
26+ 0.0% |
$1.09K - $1.5K
|
763K
$80.8M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
14New |
$588 - $807
|
14
$1.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13+ 0.22% |
$546 - $749
|
5.85K
$619K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 1.01% |
$462 - $634
|
1.1K
$116K
|