Purchases and Sales Made in Q2 2024 in United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
164+ 59.85% |
$6.73K - $9.03K
|
438
$45.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 12.07% |
$6.44K - $8.65K
|
1.46K
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
125+ 0.5% |
$5.13K - $6.89K
|
25.2K
$2.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
109+ 8.6% |
$4.47K - $6K
|
1.38K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
105New |
$4.31K - $5.78K
|
105
$10.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 250.0% |
$4.1K - $5.51K
|
140
$14.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
100New |
$4.1K - $5.51K
|
100
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
95+ 0.65% |
$3.9K - $5.23K
|
14.6K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89+ 2.1% |
$3.65K - $4.9K
|
4.34K
$448K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
86New |
$3.53K - $4.74K
|
86
$8.88K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
76+ 1.21% |
$3.12K - $4.19K
|
6.37K
$658K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 59.06% |
$3.08K - $4.13K
|
202
$20.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
74New |
$3.04K - $4.08K
|
74
$7.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
74+ 1.35% |
$3.04K - $4.08K
|
5.55K
$573K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
71+ 1.01% |
$2.91K - $3.91K
|
7.11K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
67+ 3.97% |
$2.75K - $3.69K
|
1.76K
$181K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
65+ 1.4% |
$2.67K - $3.58K
|
4.71K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
64New |
$2.63K - $3.53K
|
64
$6.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
62+ 41.06% |
$2.54K - $3.42K
|
213
$22K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62New |
$2.54K - $3.42K
|
62
$6.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60New |
$2.46K - $3.31K
|
60
$6.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
60New |
$2.46K - $3.31K
|
60
$6.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
55+ 0.53% |
$2.26K - $3.03K
|
10.5K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
55+ 52.88% |
$2.26K - $3.03K
|
159
$16.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$2.05K - $2.75K
|
50
$5.16K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
50New |
$2.05K - $2.75K
|
50
$5.16K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43+ 19.37% |
$1.76K - $2.37K
|
265
$27.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
42+ 0.2% |
$1.72K - $2.31K
|
20.5K
$2.12M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
36+ 0.7% |
$1.48K - $1.98K
|
5.15K
$532K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
35+ 3.06% |
$1.44K - $1.93K
|
1.18K
$122K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
30New |
$1.23K - $1.65K
|
30
$3.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 3.38% |
$1.11K - $1.49K
|
827
$85.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25New |
$1.03K - $1.38K
|
25
$2.58K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 12.8% |
$862 - $1.16K
|
185
$19.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20New |
$821 - $1.1K
|
20
$2.07K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 11.04% |
$739 - $992
|
181
$18.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15+ 0.88% |
$616 - $826
|
1.71K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14+ 0.16% |
$575 - $771
|
8.91K
$920K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 61.9% |
$534 - $716
|
34
$3.51K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 33.33% |
$534 - $716
|
52
$5.37K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
13+ 0.17% |
$534 - $716
|
7.56K
$781K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 5.19% |
$492 - $661
|
243
$25.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11+ 0.15% |
$451 - $606
|
7.57K
$782K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 110.0% |
$451 - $606
|
21
$2.17K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11New |
$451 - $606
|
11
$1.14K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$451 - $606
|
11
$1.14K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 58.82% |
$410 - $551
|
27
$2.79K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 2.04% |
$369 - $496
|
450
$46.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$369 - $496
|
9
$929
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 2.29% |
$328 - $441
|
358
$37K
|