Latest Institutional Transactions on United Airlines Holdings, Inc. (UAL)
This table provides information on the latest institutional transactions involving United Airlines Holdings, Inc. (UAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-122- 28.98% |
$4.14K - $5.32K
|
299
$28.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19+ 59.38% |
$644 - $828
|
51
$4.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2- 3.77% |
$67.8 - $87.2
|
51
$4.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.7KNew |
$227K - $292K
|
6.7K
$637K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-155- 13.8% |
$5.25K - $6.76K
|
968
$92K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
375+ 6.09% |
$12.7K - $16.3K
|
6.54K
$621K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
35KNew |
$1.19M - $1.52M
|
35K
$3.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
645New |
$21.9K - $28.1K
|
645
$61.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.63KNew |
$55.4K - $71.2K
|
1.63K
$155K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
63New |
$2.14K - $2.75K
|
63
$5.99K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
217+ 0.95% |
$7.36K - $9.46K
|
23K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37New |
$1.25K - $1.61K
|
37
$3.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.01K- 10.73% |
$34.1K - $43.9K
|
8.38K
$796K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.16K+ 5820.0% |
$39.5K - $50.7K
|
1.18K
$113K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8KNew |
$271K - $349K
|
8K
$760K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
10KNew |
$339K - $436K
|
10K
$950K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-356- 19.18% |
$12.1K - $15.5K
|
1.5K
$143K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
105New |
$3.56K - $4.58K
|
105
$9.98K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-9- 64.29% |
$305 - $392
|
5
$475
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
680+ 0.74% |
$23.1K - $29.6K
|
93.1K
$8.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.34K- 98.3% |
$215K - $277K
|
110
$10.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-80- 76.19% |
$2.71K - $3.49K
|
25
$2.38K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-23- 22.77% |
$780 - $1K
|
78
$7.41K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
CALL |
-2.5K- 23.81% |
$84.8K - $109K
|
8K
$760K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-422- 89.22% |
$14.3K - $18.4K
|
51
$4.85K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 83.33% |
$17K - $21.8K
|
100
$9.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-27.7K- 44.21% |
$940K - $1.21M
|
35K
$3.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
8.63KNew |
$293K - $376K
|
8.63K
$820K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-35.6K- 85.32% |
$1.21M - $1.55M
|
6.12K
$582K
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$252 - $346
|
24
$2.28K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-400- 73.8% |
$16.8K - $23K
|
142
$13.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
516+ 3.65% |
$21.7K - $29.7K
|
14.7K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-496- 15.76% |
$20.8K - $28.6K
|
2.65K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-240- 2.35% |
$10.1K - $13.8K
|
9.98K
$948K
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
34.8KNew |
$1.46M - $2M
|
34.8K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100New |
$4.2K - $5.76K
|
100
$9.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.11KNew |
$215K - $294K
|
5.11K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-700- 12.2% |
$29.4K - $40.3K
|
5.04K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-574- 8.99% |
$24.1K - $33.1K
|
5.81K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
21.2K+ 74.0% |
$893K - $1.22M
|
50K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
26+ 0.0% |
$1.09K - $1.5K
|
763K
$72.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
50.1KNew |
$2.1M - $2.88M
|
50.1K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-138K- 60.94% |
$5.8M - $7.94M
|
88.4K
$8.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40+ 100.0% |
$1.68K - $2.3K
|
80
$7.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
24.3K+ 331.11% |
$1.02M - $1.4M
|
31.6K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-200- 40.0% |
$8.41K - $11.5K
|
300
$28.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 17.41% |
$1.47K - $2.02K
|
236
$22.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-14- 0.22% |
$588 - $807
|
6.36K
$604K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.4K- 12.07% |
$520K - $712K
|
90.1K
$8.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-218- 28.02% |
$9.16K - $12.6K
|
560
$53.2K
|
|