Purchases and Sales Made in Q4 2022 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
29New |
$951 - $1.33K
|
29
$3.11K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 12.44% |
$919 - $1.29K
|
253
$27.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25New |
$820 - $1.15K
|
25
$2.68K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
23New |
$755 - $1.06K
|
23
$2.47K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$755 - $1.06K
|
23
$2.47K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 68.75% |
$722 - $1.01K
|
54
$5.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
19+ 14.18% |
$623 - $872
|
153
$16.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19New |
$623 - $872
|
19
$2.04K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
19New |
$623 - $872
|
19
$2.04K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 16.67% |
$492 - $689
|
105
$11.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 9.43% |
$492 - $689
|
174
$18.7K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 2.69% |
$459 - $643
|
534
$57.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 5.88% |
$394 - $551
|
216
$23.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$361 - $505
|
11
$1.18K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
11New |
$361 - $505
|
11
$1.18K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 2.63% |
$328 - $459
|
390
$41.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 6.86% |
$230 - $321
|
109
$11.7K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$230 - $321
|
7
$752
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
4New |
$131 - $184
|
4
$430
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 2.14% |
$98.4 - $138
|
143
$15.4K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$65.6 - $91.8
|
2
$215
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.36% |
$65.6 - $91.8
|
559
$60K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$65.6 - $91.8
|
1.18K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$32.8 - $45.9
|
11.6K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$65.6 - $91.8
|
7.38K
$793K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.02% |
$98.4 - $138
|
15.3K
$1.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-6- 0.12% |
$197 - $276
|
5.02K
$539K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-6- 0.22% |
$197 - $276
|
2.76K
$296K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 2.55% |
$262 - $367
|
306
$32.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-10- 0.85% |
$328 - $459
|
1.17K
$126K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 2.36% |
$328 - $459
|
413
$44.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 26.19% |
$361 - $505
|
31
$3.33K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-16- 0.14% |
$525 - $735
|
11.1K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20- 0.11% |
$656 - $918
|
17.8K
$1.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20- 1.64% |
$656 - $918
|
1.2K
$128K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 1.95% |
$853 - $1.19K
|
1.31K
$141K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31- 50.0% |
$1.02K - $1.42K
|
31
$3.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34- 0.39% |
$1.12K - $1.56K
|
8.78K
$943K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 4.44% |
$1.31K - $1.84K
|
860
$92.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 3.96% |
$1.64K - $2.3K
|
1.21K
$130K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 2.69% |
$1.64K - $2.3K
|
1.81K
$194K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-54- 22.04% |
$1.77K - $2.48K
|
191
$20.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-66- 89.19% |
$2.17K - $3.03K
|
8
$859
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70- 1.23% |
$2.3K - $3.21K
|
5.63K
$605K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-75- 75.0% |
$2.46K - $3.44K
|
25
$2.68K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-81- 7.25% |
$2.66K - $3.72K
|
1.04K
$111K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-84- 0.85% |
$2.76K - $3.86K
|
9.79K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-93- 0.49% |
$3.05K - $4.27K
|
19K
$2.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-121- 0.29% |
$3.97K - $5.56K
|
41.9K
$4.49M
|