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This page summarizes the UAL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether UAL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing UAL Share Count |
|---|
| Retirement Systems of Alabama |
72,283 |
615,478 |
+543,195 |
+751.48% |
| Hexagon Capital Partners LLC |
24 |
75 |
+51 |
+212.50% |
| First Horizon Advisors Inc. |
25 |
67 |
+42 |
+168.00% |
| Capital Advisors Ltd. LLC |
26 |
57 |
+31 |
+119.23% |
| AdvisorNet Financial Inc |
59 |
127 |
+68 |
+115.25% |
| TFC Financial Management |
23 |
45 |
+22 |
+95.65% |
| Daiwa Securities Group Inc. |
8,788 |
16,379 |
+7,591 |
+86.38% |
| BNP Paribas Arbitrage SA |
324,706 |
577,418 |
+252,712 |
+77.83% |
| Hara Capital LLC |
11,846 |
20,195 |
+8,349 |
+70.48% |
| Capstone Investment Advisors LLC |
21,067 |
35,871 |
+14,804 |
+70.27% |
| Westside Investment Management Inc. |
95 |
155 |
+60 |
+63.16% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
1,129 |
1,840 |
+711 |
+62.98% |
| Janney Montgomery Scott LLC |
32,102 |
50,806 |
+18,704 |
+58.26% |
| Lecap Asset Management Ltd. |
13,353 |
20,739 |
+7,386 |
+55.31% |
| GAMMA Investing LLC |
1,742 |
2,698 |
+956 |
+54.88% |
| Ronald Blue Trust Inc. |
116 |
173 |
+57 |
+49.14% |
| Hennessy Advisors Inc. |
58,900 |
84,800 |
+25,900 |
+43.97% |
| JB Capital LLC |
4,868 |
7,000 |
+2,132 |
+43.80% |
| Chapin Davis Inc. |
7,950 |
10,450 |
+2,500 |
+31.45% |
| Rosenberg Matthew Hamilton |
594 |
768 |
+174 |
+29.29% |
| Raymond James & Associates |
127,717 |
164,651 |
+36,934 |
+28.92% |
| Asset Management One Co. Ltd. |
3,181 |
3,989 |
+808 |
+25.40% |
| Liberty One Investment Management LLC |
3,787 |
4,627 |
+840 |
+22.18% |
| JFS Wealth Advisors LLC |
135 |
164 |
+29 |
+21.48% |
| Amalgamated Bank |
92,819 |
112,304 |
+19,485 |
+20.99% |
| Solitude Financial Services |
5,744 |
6,844 |
+1,100 |
+19.15% |
| Alaska Permanent Fund Corp |
48,523 |
57,211 |
+8,688 |
+17.90% |
| CWM LLC |
7,532 |
8,722 |
+1,190 |
+15.80% |
| Spire Wealth Management |
4,573 |
5,294 |
+721 |
+15.77% |
| Fifth Third Bancorp |
11,434 |
13,123 |
+1,689 |
+14.77% |
| Bogart Wealth LLC |
1,494 |
1,667 |
+173 |
+11.58% |
| Allworth Financial LP |
6,114 |
6,597 |
+483 |
+7.90% |
| Sumitomo Mitsui Trust Holdings Inc. |
31,237 |
33,491 |
+2,254 |
+7.22% |
| Proequities Inc. |
5,112 |
5,456 |
+344 |
+6.73% |
| Quent Capital LLC |
212 |
225 |
+13 |
+6.13% |
| Greenleaf Trust |
5,319 |
5,635 |
+316 |
+5.94% |
| Douglas Lane & Associates LLC |
494,346 |
522,808 |
+28,462 |
+5.76% |
| SJS Investment Consulting Inc. |
191 |
201 |
+10 |
+5.24% |
| Total Investment Management Inc. |
15,258 |
16,024 |
+766 |
+5.02% |
| Smith Anglin Financial LLC |
6,828 |
7,043 |
+215 |
+3.15% |
| Raymond James Financial Services Advisors Inc. |
35,495 |
36,604 |
+1,109 |
+3.12% |
| OLD National Bancorp IN |
146,314 |
149,910 |
+3,596 |
+2.46% |
| Massmutual Trust Co. FSB ADV |
622 |
637 |
+15 |
+2.41% |
| 180 Wealth Advisors LLC |
13,543 |
13,847 |
+304 |
+2.24% |
| Center for Financial Planning Inc. |
1,310 |
1,338 |
+28 |
+2.14% |
| Whittier Trust Co. of Nevada Inc. |
963 |
983 |
+20 |
+2.08% |
| Venturi Wealth Management LLC |
654 |
666 |
+12 |
+1.83% |
| Principal Financial Group Inc. |
369,673 |
375,217 |
+5,544 |
+1.50% |
| Wealth Enhancement Advisory Services LLC |
19,129 |
19,416 |
+287 |
+1.50% |
| DekaBank Deutsche Girozentrale |
20,200 |
20,488 |
+288 |
+1.43% |
| Natixis Advisors L.P. |
60,504 |
61,229 |
+725 |
+1.20% |
| UMB Bank N A MO |
422 |
427 |
+5 |
+1.18% |
| Raymond James Trust N.A. |
37,175 |
37,563 |
+388 |
+1.04% |
| Czech National Bank |
57,443 |
57,714 |
+271 |
+0.47% |
| State of Alaska Department of Revenue |
35,425 |
35,580 |
+155 |
+0.44% |
| tru Independence LLC |
117,877 |
118,230 |
+353 |
+0.30% |
| Parkside Financial Bank & Trust |
1,532 |
1,534 |
+2 |
+0.13% |
| ACT Wealth Management LLC |
5,133 |
5,135 |
+2 |
+0.04% |
| 13F Filers Reporting New Positions In UAL |
|---|
| Newbridge Financial Services Group Inc. |
0 |
0 |
UNCH |
100% |
| Lincoln National Corp |
0 |
4,977 |
+4,977 |
+100% |
| First Financialcorp IN |
0 |
458 |
+458 |
+100% |
| BNP Paribas |
0 |
525 |
+525 |
+100% |
| Moody National Bank Trust Division |
0 |
4,742 |
+4,742 |
+100% |
| Zurcher Kantonalbank Zurich Cantonalbank |
0 |
17,534 |
+17,534 |
+100% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
0 |
4,559 |
+4,559 |
+100% |
| Mather Group LLC. |
0 |
927 |
+927 |
+100% |
| Lbmc Investment Advisors LLC |
0 |
4,267 |
+4,267 |
+100% |
| Strategic Advisors LLC |
0 |
4,500 |
+4,500 |
+100% |
| Alpha Cubed Investments LLC |
0 |
4,539 |
+4,539 |
+100% |
| Abacus Planning Group Inc. |
0 |
5,436 |
+5,436 |
+100% |
| Richardson Capital Management LLC |
0 |
775 |
+775 |
+100% |
| Silicon Valley Capital Partners |
0 |
90 |
+90 |
+100% |
| Valeo Financial Advisors LLC |
0 |
5,797 |
+5,797 |
+100% |
| Kovack Advisors Inc. |
0 |
5,553 |
+5,553 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
4,583 |
+4,583 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
30 |
+30 |
+100% |
| Concord Wealth Partners |
0 |
90 |
+90 |
+100% |
| Rise Advisors LLC |
0 |
251 |
+251 |
+100% |
| GoalVest Advisory LLC |
0 |
692 |
+692 |
+100% |
| Opal Wealth Advisors LLC |
0 |
56 |
+56 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
103 |
+103 |
+100% |
| Simplicity Wealth LLC |
0 |
7,343 |
+7,343 |
+100% |
| Global Assets Advisory LLC |
0 |
22,681 |
+22,681 |
+100% |
| Fidelis Capital Partners LLC |
0 |
566 |
+566 |
+100% |
| PFG Investments LLC |
0 |
6,732 |
+6,732 |
+100% |
| Diversify Advisory Services LLC |
0 |
4,648 |
+4,648 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| State of Michigan Retirement System |
89,828 |
89,828 |
UNCH |
0.00% |
| NBC Securities Inc. |
602 |
602 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
451 |
451 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
115 |
115 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
315 |
315 |
UNCH |
0.00% |
| Hollencrest Capital Management |
624 |
624 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
195 |
195 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
380 |
380 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
200 |
200 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
183 |
183 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
25 |
25 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
144 |
144 |
UNCH |
0.00% |
| Asset Dedication LLC |
11 |
11 |
UNCH |
0.00% |
| Kessler Investment Group LLC |
51 |
51 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
10 |
10 |
UNCH |
0.00% |
| JNBA Financial Advisors |
90 |
90 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
530 |
530 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
45 |
45 |
UNCH |
0.00% |
| CKW Financial Group |
53 |
53 |
UNCH |
0.00% |
| Robinson Value Management Ltd. |
39 |
39 |
UNCH |
0.00% |
| Polianta Ltd |
22,800 |
22,800 |
UNCH |
0.00% |
| Symmetry Partners LLC |
6,121 |
6,121 |
UNCH |
0.00% |
| Founders Capital Management |
1,270 |
1,270 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
500 |
500 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
240 |
240 |
UNCH |
0.00% |
| Solstein Capital LLC |
500 |
500 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
820 |
820 |
UNCH |
0.00% |
| Versant Capital Management Inc |
6 |
6 |
UNCH |
0.00% |
| Avondale Wealth Management |
14,250 |
14,250 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
63 |
63 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
79 |
79 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
24 |
24 |
UNCH |
0.00% |
| PSI Advisors LLC |
1,246 |
1,246 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
83 |
83 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
24,936 |
24,936 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
57 |
57 |
UNCH |
0.00% |
| Apella Capital LLC |
30,555 |
30,555 |
UNCH |
0.00% |
| Key Financial Inc |
125 |
125 |
UNCH |
0.00% |
| CVA Family Office LLC |
441 |
441 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
500 |
500 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
222 |
222 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
25 |
25 |
UNCH |
0.00% |
| City State Bank |
135 |
135 |
UNCH |
0.00% |
| BancFirst Trust & Investment Management |
8,633 |
8,633 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
3,766 |
3,766 |
UNCH |
0.00% |
| Summa Corp. |
6,700 |
6,700 |
UNCH |
0.00% |
| Stephens Consulting LLC |
886 |
886 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
19 |
19 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
1,500 |
1,500 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
250 |
250 |
UNCH |
0.00% |
| Trivant Custom Portfolio Group LLC |
400 |
400 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
4 |
4 |
UNCH |
0.00% |
| CGC Financial Services LLC |
14 |
14 |
UNCH |
0.00% |
| WFA Asset Management Corp |
30 |
30 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
500 |
500 |
UNCH |
0.00% |
| PFS Partners LLC |
142 |
142 |
UNCH |
0.00% |
| Jamison Private Wealth Management Inc. |
5 |
5 |
UNCH |
0.00% |
| Turtle Creek Wealth Advisors LLC |
8,000 |
8,000 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
645 |
645 |
UNCH |
0.00% |
| Sachetta LLC |
163 |
163 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
239 |
239 |
UNCH |
0.00% |
| Seamount Financial Group Inc. |
7,893 |
7,893 |
UNCH |
0.00% |
| 13F Filers Decreasing UAL Share Count |
|---|
| MCF Advisors LLC |
9,046 |
600 |
-8,446 |
-93.37% |
| Byrne Asset Management LLC |
845 |
70 |
-775 |
-91.72% |
| ZRC Wealth Management LLC |
219 |
19 |
-200 |
-91.32% |
| Lindbrook Capital LLC |
7,774 |
887 |
-6,887 |
-88.59% |
| Cutler Group LP |
30,604 |
9,742 |
-20,862 |
-68.17% |
| Fortitude Family Office LLC |
395 |
153 |
-242 |
-61.27% |
| Fortis Group Advisors LLC |
284 |
142 |
-142 |
-50.00% |
| MV Capital Management Inc. |
1,139 |
602 |
-537 |
-47.15% |
| Bruce G. Allen Investments LLC |
112 |
65 |
-47 |
-41.96% |
| Tsfg LLC |
264 |
164 |
-100 |
-37.88% |
| Sunbelt Securities Inc. |
2,760 |
1,721 |
-1,039 |
-37.64% |
| Global Retirement Partners LLC |
2,811 |
1,805 |
-1,006 |
-35.79% |
| Mirae Asset Global Investments Co. Ltd. |
70,571 |
48,982 |
-21,589 |
-30.59% |
| HFG Advisors Inc. |
9,014 |
6,390 |
-2,624 |
-29.11% |
| Allspring Global Investments Holdings LLC |
295,615 |
212,962 |
-82,653 |
-27.96% |
| 17 Capital Partners LLC |
6,600 |
4,900 |
-1,700 |
-25.76% |
| Sound Income Strategies LLC |
1,425 |
1,077 |
-348 |
-24.42% |
| U S Global Investors Inc. |
4,159,899 |
3,173,821 |
-986,078 |
-23.70% |
| Valued Wealth Advisors LLC |
27 |
21 |
-6 |
-22.22% |
| Rakuten Securities Inc. |
12,610 |
10,080 |
-2,530 |
-20.06% |
| Stratos Wealth Partners LTD. |
17,434 |
14,673 |
-2,761 |
-15.84% |
| Creative Financial Designs Inc. ADV |
1,121 |
960 |
-161 |
-14.36% |
| AlphaCentric Advisors LLC |
7,758 |
6,828 |
-930 |
-11.99% |
| Yousif Capital Management LLC |
47,955 |
42,490 |
-5,465 |
-11.40% |
| Retirement Group LLC |
82 |
73 |
-9 |
-10.98% |
| Cambridge Investment Research Advisors Inc. |
41,883 |
37,512 |
-4,371 |
-10.44% |
| Private Advisor Group LLC |
43,820 |
39,693 |
-4,127 |
-9.42% |
| Hourglass Capital LLC |
5,950 |
5,400 |
-550 |
-9.24% |
| CENTRAL TRUST Co |
558 |
507 |
-51 |
-9.14% |
| Park Avenue Securities LLC |
6,884 |
6,267 |
-617 |
-8.96% |
| Oxinas Partners Wealth Management LLC |
64,430 |
59,813 |
-4,617 |
-7.17% |
| Bank of New York Mellon Corp |
1,756,312 |
1,631,551 |
-124,761 |
-7.10% |
| Securian Asset Management Inc |
20,721 |
19,309 |
-1,412 |
-6.81% |
| Veriti Management LLC |
5,230 |
4,891 |
-339 |
-6.48% |
| New York State Teachers Retirement System |
363,156 |
340,403 |
-22,753 |
-6.27% |
| Simplex Trading LLC |
254,171 |
238,467 |
-15,704 |
-6.18% |
| SOA Wealth Advisors LLC. |
239 |
225 |
-14 |
-5.86% |
| Benjamin F. Edwards & Company Inc. |
1,778 |
1,688 |
-90 |
-5.06% |
| Wealthfront Advisers LLC |
72,000 |
68,504 |
-3,496 |
-4.86% |
| California Public Employees Retirement System |
586,481 |
561,873 |
-24,608 |
-4.20% |
| Commonwealth Equity Services LLC |
137,949 |
132,264 |
-5,685 |
-4.12% |
| Hartford Investment Management Co. |
21,979 |
21,192 |
-787 |
-3.58% |
| Louisiana State Employees Retirement System |
19,800 |
19,100 |
-700 |
-3.54% |
| New Mexico Educational Retirement Board |
17,100 |
16,500 |
-600 |
-3.51% |
| Nisa Investment Advisors LLC |
25,818 |
25,063 |
-755 |
-2.92% |
| Mutual of America Capital Management LLC |
44,141 |
43,020 |
-1,121 |
-2.54% |
| First Dallas Securities Inc. |
6,030 |
5,910 |
-120 |
-1.99% |
| Pinnacle Associates Ltd. |
5,837 |
5,761 |
-76 |
-1.30% |
| Private Trust Co. NA |
2,100 |
2,094 |
-6 |
-0.29% |
| Foster Group Inc. |
5,133 |
5,119 |
-14 |
-0.27% |
| Carolina Wealth Advisors LLC |
10,881 |
10,858 |
-23 |
-0.21% |
| Sweet Financial Partners LLC |
9,906 |
9,903 |
-3 |
-0.03% |
| Gateway Investment Advisers LLC |
183,235 |
183,191 |
-44 |
-0.02% |
| Mutual Advisors LLC |
15,015 |
15,013 |
-2 |
-0.01% |
| 13F Filers Exiting UAL |
|---|
| Private Wealth Management Group LLC |
1 |
0 |
-1 |
-100.00% |
| Bear Mountain Capital Inc. |
25 |
0 |
-25 |
-100.00% |
| Halpern Financial Inc. |
100 |
0 |
-100 |
-100.00% |
| Kingswood Wealth Advisors LLC |
5,988 |
0 |
-5,988 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
105 |
0 |
-105 |
-100.00% |
| Spartan Fund Management Inc. |
2,500 |
0 |
-2,500 |
-100.00% |
| Tennessee Valley Asset Management Partners |
37 |
0 |
-37 |
-100.00% |
| International Assets Investment Management LLC |
82,231 |
0 |
-82,231 |
-100.00% |
| Caas Capital Management LP |
15,700 |
0 |
-15,700 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
25 |
0 |
-25 |
-100.00% |
| Compagnie Lombard Odier SCmA |
110 |
0 |
-110 |
-100.00% |
| Assenagon Asset Management S.A. |
271,824 |
0 |
-271,824 |
-100.00% |
| Gradient Investments LLC |
115 |
0 |
-115 |
-100.00% |
| IMC Chicago LLC |
47,379 |
0 |
-47,379 |
-100.00% |
| Harel Insurance Investments & Financial Services Ltd. |
427,000 |
0 |
-427,000 |
-100.00% |
| Migdal Insurance & Financial Holdings Ltd. |
3,976 |
0 |
-3,976 |
-100.00% |
| Deltec Asset Management LLC |
10,000 |
0 |
-10,000 |
-100.00% |
| Whittier Trust Co. |
78 |
0 |
-78 |
-100.00% |
| Campbell Capital Management Inc. |
35,000 |
0 |
-35,000 |
-100.00% |
See Summary: Institutional Holders of UAL
See Details: Top 10 Hedge Funds Holding UAL
Also See: UAL Insider Buying
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