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 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
327New |
$18.2K - $33.5K
|
327
$26.2K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
323+ 0.75% |
$18K - $33.1K
|
43.1K
$3.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
321New |
$17.9K - $32.9K
|
321
$25.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
318+ 6.07% |
$17.7K - $32.6K
|
5.55K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
314+ 25.53% |
$17.5K - $32.2K
|
1.54K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
297+ 29.29% |
$16.5K - $30.4K
|
1.31K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
281+ 6.35% |
$15.6K - $28.8K
|
4.71K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
267+ 988.89% |
$14.9K - $27.4K
|
294
$23.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
265New |
$14.7K - $27.1K
|
265
$21.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
258+ 40.44% |
$14.3K - $26.4K
|
896
$71.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
255New |
$14.2K - $26.1K
|
255
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
250New |
$13.9K - $25.6K
|
250
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
247New |
$13.7K - $25.3K
|
247
$19.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
243+ 3.79% |
$13.5K - $24.9K
|
6.66K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
243+ 7.13% |
$13.5K - $24.9K
|
3.65K
$293K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
241New |
$13.4K - $24.7K
|
241
$19.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
217New |
$12.1K - $22.2K
|
217
$17.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
213New |
$11.8K - $21.8K
|
213
$17.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
201+ 5.59% |
$11.2K - $20.6K
|
3.8K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
200New |
$11.1K - $20.5K
|
200
$16K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200+ 1818.18% |
$11.1K - $20.5K
|
211
$16.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
199+ 1.78% |
$11.1K - $20.4K
|
11.4K
$911K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
192+ 5.27% |
$10.7K - $19.7K
|
3.83K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
188+ 24.97% |
$10.5K - $19.3K
|
941
$75.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
187+ 17.83% |
$10.4K - $19.2K
|
1.24K
$99.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
171New |
$9.51K - $17.5K
|
171
$13.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
170+ 242.86% |
$9.46K - $17.4K
|
240
$19.2K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
157New |
$8.73K - $16.1K
|
157
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
148+ 2.65% |
$8.23K - $15.2K
|
5.72K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
142+ 25.0% |
$7.9K - $14.5K
|
710
$56.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
137+ 3.18% |
$7.62K - $14K
|
4.44K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
135+ 60.27% |
$7.51K - $13.8K
|
359
$28.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
135+ 3.78% |
$7.51K - $13.8K
|
3.7K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
131+ 70.81% |
$7.29K - $13.4K
|
316
$25.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
129+ 2.02% |
$7.17K - $13.2K
|
6.5K
$521K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
127New |
$7.06K - $13K
|
127
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
123+ 0.51% |
$6.84K - $12.6K
|
24.2K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
108+ 5.41% |
$6.01K - $11.1K
|
2.11K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
105New |
$5.84K - $10.8K
|
105
$8.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
104New |
$5.78K - $10.7K
|
104
$8.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
101+ 2.18% |
$5.62K - $10.3K
|
4.74K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$5.56K - $10.2K
|
100
$8.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
100New |
$5.56K - $10.2K
|
100
$8.02K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
99New |
$5.51K - $10.1K
|
99
$7.94K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
98+ 2.07% |
$5.45K - $10K
|
4.84K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 5.76% |
$5.17K - $9.53K
|
1.71K
$137K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
90+ 0.42% |
$5.01K - $9.22K
|
21.3K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
81+ 0.11% |
$4.51K - $8.3K
|
77.1K
$6.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
77+ 9.31% |
$4.28K - $7.89K
|
904
$72.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76+ 38.38% |
$4.23K - $7.79K
|
274
$22K
|