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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
74+ 1.66% |
$4.12K - $7.58K
|
4.54K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
69+ 1.45% |
$3.84K - $7.07K
|
4.81K
$386K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
68New |
$3.78K - $6.97K
|
68
$5.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
67+ 1.26% |
$3.73K - $6.86K
|
5.37K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 1.36% |
$3.62K - $6.66K
|
4.83K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
61New |
$3.39K - $6.25K
|
61
$4.89K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
58New |
$3.23K - $5.94K
|
58
$4.65K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
56+ 12.15% |
$3.11K - $5.74K
|
517
$41.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
54New |
$3K - $5.53K
|
54
$4.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
51+ 6.64% |
$2.84K - $5.22K
|
819
$65.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48New |
$2.67K - $4.92K
|
48
$3.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 3.07% |
$2.61K - $4.81K
|
1.58K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 2.19% |
$2.56K - $4.71K
|
2.14K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 15.66% |
$2.45K - $4.51K
|
325
$26.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
41+ 0.42% |
$2.28K - $4.2K
|
9.74K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
41+ 0.34% |
$2.28K - $4.2K
|
12.1K
$972K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
41+ 0.81% |
$2.28K - $4.2K
|
5.13K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
40New |
$2.22K - $4.1K
|
40
$3.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
37+ 3.12% |
$2.06K - $3.79K
|
1.22K
$98.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
35New |
$1.95K - $3.59K
|
35
$2.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34+ 0.59% |
$1.89K - $3.48K
|
5.75K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
33+ 0.83% |
$1.84K - $3.38K
|
4.03K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
33New |
$1.84K - $3.38K
|
33
$2.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30+ 230.77% |
$1.67K - $3.07K
|
43
$3.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
28+ 121.74% |
$1.56K - $2.87K
|
51
$4.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
26New |
$1.45K - $2.66K
|
26
$2.08K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
23+ 127.78% |
$1.28K - $2.36K
|
41
$3.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
22+ 0.98% |
$1.22K - $2.25K
|
2.28K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
21+ 24.42% |
$1.17K - $2.15K
|
107
$8.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 13.16% |
$1.11K - $2.05K
|
172
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.19% |
$1.11K - $2.05K
|
10.4K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.11K - $2.05K
|
20
$1.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 158.33% |
$1.06K - $1.95K
|
31
$2.49K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
17New |
$946 - $1.74K
|
17
$1.36K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.82% |
$834 - $1.54K
|
1.85K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 35.14% |
$723 - $1.33K
|
50
$4.01K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
12+ 19.67% |
$667 - $1.23K
|
73
$5.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12New |
$667 - $1.23K
|
12
$962
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$612 - $1.13K
|
11
$882
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11New |
$612 - $1.13K
|
11
$882
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
11New |
$612 - $1.13K
|
11
$882
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 2.2% |
$556 - $1.02K
|
465
$37.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
9New |
$501 - $922
|
9
$722
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9New |
$501 - $922
|
9
$722
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 20.45% |
$501 - $922
|
53
$4.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8New |
$445 - $820
|
8
$641
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.11% |
$334 - $615
|
5.24K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.21% |
$334 - $615
|
2.88K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.66% |
$334 - $615
|
915
$73.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
6+ 0.08% |
$334 - $615
|
7.28K
$583K
|