| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing UAL Share Count |
|---|
| Hexagon Capital Partners LLC |
24 |
75 |
+51 |
+212.50% |
| Capital Advisors Ltd. LLC |
26 |
57 |
+31 |
+119.23% |
| AdvisorNet Financial Inc |
59 |
127 |
+68 |
+115.25% |
| GAMMA Investing LLC |
1,742 |
2,698 |
+956 |
+54.88% |
| Hennessy Advisors Inc. |
58,900 |
84,800 |
+25,900 |
+43.97% |
| Chapin Davis Inc. |
7,950 |
10,450 |
+2,500 |
+31.45% |
| Alaska Permanent Fund Corp |
48,523 |
57,211 |
+8,688 |
+17.90% |
| CWM LLC |
7,532 |
8,722 |
+1,190 |
+15.80% |
| New Mexico Educational Retirement Board |
17,100 |
18,800 |
+1,700 |
+9.94% |
| 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% |
| 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% |
| Wealth Enhancement Advisory Services LLC |
19,129 |
19,416 |
+287 |
+1.50% |
| Czech National Bank |
57,443 |
57,714 |
+271 |
+0.47% |
| tru Independence LLC |
117,877 |
118,230 |
+353 |
+0.30% |
| ACT Wealth Management LLC |
5,133 |
5,135 |
+2 |
+0.04% |
| 13F Filers Reporting New Positions In UAL |
|---|
| First Financialcorp IN |
0 |
458 |
+458 |
+100% |
| Moody National Bank Trust Division |
0 |
4,742 |
+4,742 |
+100% |
| Mather Group LLC. |
0 |
927 |
+927 |
+100% |
| Lbmc Investment Advisors LLC |
0 |
4,267 |
+4,267 |
+100% |
| Abacus Planning Group Inc. |
0 |
5,436 |
+5,436 |
+100% |
| Richardson Capital Management LLC |
0 |
775 |
+775 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
4,583 |
+4,583 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
30 |
+30 |
+100% |
| Rise Advisors LLC |
0 |
251 |
+251 |
+100% |
| GoalVest Advisory LLC |
0 |
692 |
+692 |
+100% |
| Opal Wealth Advisors LLC |
0 |
56 |
+56 |
+100% |
| Global Assets Advisory LLC |
0 |
22,681 |
+22,681 |
+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% |
| Farmers & Merchants Investments Inc. |
195 |
195 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
144 |
144 |
UNCH |
0.00% |
| Asset Dedication LLC |
11 |
11 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
10 |
10 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
45 |
45 |
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% |
| Northwest Capital Management Inc |
240 |
240 |
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% |
| Legend Financial Advisors Inc. |
83 |
83 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
57 |
57 |
UNCH |
0.00% |
| Apella Capital LLC |
30,555 |
30,555 |
UNCH |
0.00% |
| CVA Family Office LLC |
441 |
441 |
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% |
| 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% |
| Arlington Trust Co LLC |
500 |
500 |
UNCH |
0.00% |
| PFS Partners LLC |
142 |
142 |
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% |
| Fortitude Family Office LLC |
395 |
153 |
-242 |
-61.27% |
| 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% |
| 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% |
| Stratos Wealth Partners LTD. |
17,434 |
14,673 |
-2,761 |
-15.84% |
| Park Avenue Securities LLC |
6,884 |
6,267 |
-617 |
-8.96% |
| Oxinas Partners Wealth Management LLC |
64,430 |
59,813 |
-4,617 |
-7.17% |
| SOA Wealth Advisors LLC. |
239 |
225 |
-14 |
-5.86% |
| Hartford Investment Management Co. |
21,979 |
21,192 |
-787 |
-3.58% |
| First Dallas Securities Inc. |
6,030 |
5,910 |
-120 |
-1.99% |
| Foster Group Inc. |
5,133 |
5,119 |
-14 |
-0.27% |
| Carolina Wealth Advisors LLC |
10,881 |
10,858 |
-23 |
-0.21% |
| Gateway Investment Advisers LLC |
183,235 |
183,191 |
-44 |
-0.02% |
| 13F Filers Exiting UAL |
|---|
| 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% |
| International Assets Investment Management LLC |
82,231 |
0 |
-82,231 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
25 |
0 |
-25 |
-100.00% |
| IMC Chicago LLC |
47,379 |
0 |
-47,379 |
-100.00% |
| Deltec Asset Management LLC |
10,000 |
0 |
-10,000 |
-100.00% |
| Campbell Capital Management Inc. |
35,000 |
0 |
-35,000 |
-100.00% |
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