Purchases and Sales Made in Q4 2024 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q4 2024. 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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
40New |
$2.22K - $4.1K
|
40
$4.1K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
37+ 3.12% |
$2.06K - $3.79K
|
1.22K
$125K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
35New |
$1.95K - $3.59K
|
35
$3.59K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34+ 0.59% |
$1.89K - $3.48K
|
5.75K
$590K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
33+ 0.83% |
$1.84K - $3.38K
|
4.03K
$413K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
33New |
$1.84K - $3.38K
|
33
$3.38K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30+ 230.77% |
$1.67K - $3.07K
|
43
$4.41K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
28+ 121.74% |
$1.56K - $2.87K
|
51
$5.23K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
26New |
$1.45K - $2.66K
|
26
$2.66K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
23+ 127.78% |
$1.28K - $2.36K
|
41
$4.2K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
22+ 0.98% |
$1.22K - $2.25K
|
2.28K
$233K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
21+ 24.42% |
$1.17K - $2.15K
|
107
$11K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.19% |
$1.11K - $2.05K
|
10.4K
$1.07M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 13.16% |
$1.11K - $2.05K
|
172
$17.6K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.11K - $2.05K
|
20
$2.05K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 158.33% |
$1.06K - $1.95K
|
31
$3.18K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
17New |
$946 - $1.74K
|
17
$1.74K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.82% |
$834 - $1.54K
|
1.85K
$189K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 35.14% |
$723 - $1.33K
|
50
$5.12K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12New |
$667 - $1.23K
|
12
$1.23K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
12+ 19.67% |
$667 - $1.23K
|
73
$7.48K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
11New |
$612 - $1.13K
|
11
$1.13K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$612 - $1.13K
|
11
$1.13K
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11New |
$612 - $1.13K
|
11
$1.13K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 2.2% |
$556 - $1.02K
|
465
$47.7K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 20.45% |
$501 - $922
|
53
$5.43K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
9New |
$501 - $922
|
9
$922
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8New |
$445 - $820
|
8
$820
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.11% |
$334 - $615
|
5.24K
$537K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.66% |
$334 - $615
|
915
$93.8K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.21% |
$334 - $615
|
2.88K
$295K
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6+ 0.08% |
$334 - $615
|
7.28K
$746K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5New |
$278 - $512
|
5
$512
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 2.63% |
$278 - $512
|
195
$20K
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.64% |
$222 - $410
|
627
$64.3K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4New |
$222 - $410
|
4
$410
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.9% |
$111 - $205
|
224
$23K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$111 - $205
|
2
$205
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.37% |
$55.6 - $102
|
268
$27.5K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.92% |
$55.6 - $102
|
53
$5.43K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.52% |
$55.6 - $102
|
67
$6.87K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-5- 1.31% |
$278 - $512
|
378
$38.7K
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-6- 28.57% |
$334 - $615
|
15
$1.54K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-7- 0.19% |
$389 - $717
|
3.74K
$384K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 3.9% |
$445 - $820
|
197
$20.2K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10- 0.24% |
$556 - $1.02K
|
4.07K
$417K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-21- 14.79% |
$1.17K - $2.15K
|
121
$12.4K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 11.5% |
$1.45K - $2.66K
|
200
$20.5K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 38.67% |
$1.61K - $2.97K
|
46
$4.71K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-51- 7.98% |
$2.84K - $5.22K
|
588
$60.3K
|