Purchases and Sales Made in Q4 2023 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
63New |
$2.14K - $2.75K
|
63
$6.76K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
47+ 0.33% |
$1.59K - $2.05K
|
14.5K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 3.92% |
$1.46K - $1.87K
|
1.14K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
41+ 0.84% |
$1.39K - $1.79K
|
4.95K
$531K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$1.25K - $1.61K
|
37
$3.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37New |
$1.25K - $1.61K
|
37
$3.97K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
32New |
$1.08K - $1.39K
|
32
$3.44K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
31New |
$1.05K - $1.35K
|
31
$3.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.3% |
$1.05K - $1.35K
|
10.4K
$1.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
27New |
$915 - $1.18K
|
27
$2.9K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 50.0% |
$881 - $1.13K
|
78
$8.38K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$848 - $1.09K
|
25
$2.68K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25+ 2.42% |
$848 - $1.09K
|
1.06K
$114K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21New |
$712 - $915
|
21
$2.25K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19+ 59.38% |
$644 - $828
|
51
$5.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
18New |
$610 - $785
|
18
$1.93K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 43.9% |
$610 - $785
|
59
$6.34K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 6.22% |
$475 - $610
|
239
$25.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
14New |
$475 - $610
|
14
$1.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
11+ 550.0% |
$373 - $479
|
13
$1.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 2.91% |
$203 - $262
|
212
$22.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 2.91% |
$203 - $262
|
212
$22.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 4.76% |
$170 - $218
|
110
$11.8K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4+ 0.0% |
$136 - $174
|
37M
$3.98B
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3New |
$102 - $131
|
3
$322
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 42.86% |
$102 - $131
|
10
$1.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.16% |
$67.8 - $87.2
|
1.27K
$136K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 50.0% |
$67.8 - $87.2
|
6
$644
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 1.9% |
$67.8 - $87.2
|
107
$11.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 2.0% |
$67.8 - $87.2
|
102
$11K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$33.9 - $43.6
|
1
$107
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.22% |
$33.9 - $43.6
|
455
$48.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.79% |
$33.9 - $43.6
|
125
$13.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1- -0.0% |
$33.9 - $43.6
|
427K
$45.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$67.8 - $87.2
|
9.91K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2- 3.77% |
$67.8 - $87.2
|
51
$5.48K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.13% |
$67.8 - $87.2
|
37
$3.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 20.0% |
$203 - $262
|
24
$2.58K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.19% |
$305 - $392
|
4.72K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-9- 28.13% |
$305 - $392
|
23
$2.47K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-9- 64.29% |
$305 - $392
|
5
$537
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10- 1.2% |
$339 - $436
|
820
$88.1K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 2.56% |
$339 - $436
|
380
$40.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 7.73% |
$542 - $697
|
191
$20.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 0.21% |
$542 - $697
|
7.77K
$835K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 0.96% |
$610 - $785
|
1.85K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18- 32.73% |
$610 - $785
|
37
$3.97K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-23- 22.77% |
$780 - $1K
|
78
$8.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-26- 0.34% |
$881 - $1.13K
|
7.69K
$826K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 2.34% |
$915 - $1.18K
|
1.13K
$121K
|