Latest Institutional Transactions on Wheels Up Experience Inc. (UP)
This table provides information on the latest institutional transactions involving Wheels Up Experience Inc. (UP) 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.75K- 0.59% |
$1.11K - $2.63K
|
296K
$509K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-102K- 3.58% |
$64K - $152K
|
2.74M
$4.71M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
296K+ 746.17% |
$187K - $444K
|
336K
$578K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-244K- 86.77% |
$154K - $366K
|
37.2K
$64K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.97K+ 16.43% |
$1.87K - $4.45K
|
21K
$36.1K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
855K+ 45.46% |
$539K - $1.28M
|
2.74M
$4.7M
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-606K- 68.41% |
$382K - $909K
|
280K
$481K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.4MNew |
$881K - $2.1M
|
1.4M
$2.41M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
50K+ 100.0% |
$31.5K - $75K
|
100K
$172K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 3.9% |
$2.25K - $5.36K
|
95.2K
$164K
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
13.5K+ 63.66% |
$8.51K - $20.3K
|
34.7K
$59.7K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.55K+ 2.03% |
$976 - $2.32K
|
77.9K
$134K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.1K+ 5.53% |
$1.32K - $3.15K
|
40.1K
$68.9K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-250- 0.55% |
$158 - $375
|
45.6K
$78.4K
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
131+ 0.05% |
$82.5 - $197
|
240K
$413K
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.77K- 8.53% |
$1.12K - $2.66K
|
19K
$32.7K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 1.31% |
$9.73K - $23.2K
|
1.17M
$2.01M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$1.26K - $3K
|
2K
$3.44K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 43.21% |
$19.6K - $46.7K
|
103K
$178K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.42K- 6.87% |
$2.79K - $6.63K
|
60K
$103K
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.1K+ 55.14% |
$3.84K - $9.15K
|
17.2K
$29.5K
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
256K+ 123.09% |
$161K - $384K
|
465K
$799K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
600+ 18.02% |
$378 - $900
|
3.93K
$6.76K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.3K+ 300.45% |
$10.9K - $26K
|
23.1K
$39.7K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-624- 8.65% |
$393 - $936
|
6.59K
$11.3K
|
|
May 05, 2023
Q1 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
CALL |
-1.4K- 14.0% |
$882 - $2.1K
|
8.6K
$14.8K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 30.54% |
$8.51K - $20.3K
|
57.7K
$99.2K
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-4K- 25.0% |
$2.52K - $6K
|
12K
$20.6K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
50New |
$31.5 - $75
|
50
$86
|
|
May 05, 2023
Q1 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-39.5K- 26.6% |
$24.9K - $59.3K
|
109K
$188K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9.1K- 31.27% |
$5.73K - $13.7K
|
20K
$34.4K
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.01K+ 14.5% |
$1.27K - $3.02K
|
15.9K
$27.3K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
38.6K+ 23.27% |
$24.3K - $57.9K
|
205K
$352K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.21KNew |
$1.39K - $3.32K
|
2.21K
$3.8K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
10KNew |
$6.3K - $15K
|
10K
$17.2K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
658New |
$415 - $987
|
658
$1.13K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.33K- 95.42% |
$5.25K - $12.5K
|
400
$688
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.57K- 17.68% |
$2.25K - $5.35K
|
16.6K
$28.5K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
266+ 1.43% |
$168 - $399
|
18.9K
$32.4K
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-70.5K- 62.3% |
$44.4K - $106K
|
42.7K
$73.4K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
105+ 34.65% |
$66.2 - $158
|
408
$702
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
16K+ 100.0% |
$10.1K - $24K
|
32K
$55K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
38.4K+ 73.19% |
$24.2K - $57.6K
|
90.9K
$156K
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
5K+ 11.46% |
$3.15K - $7.5K
|
48.6K
$83.7K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.45K- 8.85% |
$910 - $2.17K
|
14.9K
$25.6K
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23KNew |
$14.5K - $34.5K
|
23K
$39.5K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
2.5K+ 3.85% |
$1.58K - $3.75K
|
67.4K
$116K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-12K- 23.08% |
$7.56K - $18K
|
40K
$68.8K
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
108K+ 12.66% |
$68.1K - $162K
|
962K
$1.65M
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
161KNew |
$102K - $242K
|
161K
$277K
|