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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 142.86% |
$420 - $576
|
17
$1.8K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 5.56% |
$420 - $576
|
190
$20.1K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 66.67% |
$336 - $461
|
20
$2.12K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.05% |
$210 - $288
|
10.4K
$1.1M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 10.64% |
$210 - $288
|
52
$5.5K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$168 - $230
|
4
$423
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$84.1 - $115
|
2
$212
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$84.1 - $115
|
6.21K
$657K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$42 - $57.6
|
12.3K
$1.3M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.08% |
$126 - $173
|
3.98K
$421K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.36% |
$168 - $230
|
1.11K
$118K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$252 - $346
|
24
$2.54K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$252 - $346
|
24
$2.54K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 8.05% |
$294 - $403
|
80
$8.47K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 2.06% |
$336 - $461
|
380
$40.2K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.9% |
$420 - $576
|
1.1K
$116K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-12- 5.74% |
$504 - $691
|
197
$20.9K
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-14- 0.22% |
$588 - $807
|
6.36K
$673K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-19- 0.39% |
$799 - $1.09K
|
4.91K
$519K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 8.41% |
$799 - $1.09K
|
207
$21.9K
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20- 1.9% |
$841 - $1.15K
|
1.04K
$110K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 3.11% |
$925 - $1.27K
|
685
$72.5K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-22- 20.0% |
$925 - $1.27K
|
88
$9.31K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 0.86% |
$1.13K - $1.56K
|
3.13K
$331K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27- 1.22% |
$1.13K - $1.56K
|
2.19K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 0.86% |
$1.13K - $1.56K
|
3.13K
$331K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28- 3.5% |
$1.18K - $1.61K
|
772
$81.7K
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-35- 13.89% |
$1.47K - $2.02K
|
217
$23K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.65% |
$1.68K - $2.3K
|
1.47K
$156K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-43- 10.21% |
$1.81K - $2.48K
|
378
$40K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-58- 0.38% |
$2.44K - $3.34K
|
15.1K
$1.6M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-62- 21.45% |
$2.61K - $3.57K
|
227
$24K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-72- 1.5% |
$3.03K - $4.15K
|
4.73K
$501K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-75- 15.0% |
$3.15K - $4.32K
|
425
$45K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-85- 0.37% |
$3.57K - $4.9K
|
23.1K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-86- 0.52% |
$3.61K - $4.95K
|
16.6K
$1.76M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-94- 1.63% |
$3.95K - $5.42K
|
5.69K
$602K
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-95- 1.29% |
$3.99K - $5.47K
|
7.27K
$769K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-110- 8.25% |
$4.62K - $6.34K
|
1.22K
$129K
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-125- 6.19% |
$5.25K - $7.2K
|
1.9K
$201K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 75.45% |
$5.3K - $7.26K
|
41
$4.34K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-126- 1.97% |
$5.3K - $7.26K
|
6.26K
$663K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-130- 0.07% |
$5.46K - $7.49K
|
183K
$19.4M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-152- 3.45% |
$6.39K - $8.76K
|
4.26K
$451K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-185- 2.34% |
$7.78K - $10.7K
|
7.72K
$817K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-200- 40.0% |
$8.41K - $11.5K
|
300
$31.8K
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.78% |
$8.41K - $11.5K
|
25.4K
$2.68M
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-200- 86.96% |
$8.41K - $11.5K
|
30
$3.18K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-218- 28.02% |
$9.16K - $12.6K
|
560
$59.3K
|