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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 1.34% |
$1.37K - $3.27K
|
161K
$276K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.94K- 6.55% |
$4.37K - $10.4K
|
99.1K
$171K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-542- 10.81% |
$341 - $813
|
4.47K
$7.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.9KNew |
$6.87K - $16.3K
|
10.9K
$18.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
20KNew |
$12.6K - $30K
|
20K
$34.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
23KNew |
$14.5K - $34.5K
|
23K
$39.6K
|
|
| Q4 2022 | |||||||
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-54.4K- 60.02% |
$53.3K - $96.2K
|
36.2K
$62.3K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17.2KNew |
$16.9K - $30.4K
|
17.2K
$29.6K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-750- 5.28% |
$735 - $1.33K
|
13.4K
$23.1K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.61MNew |
$1.57M - $2.84M
|
1.61M
$2.76M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.5KNew |
$56.4K - $102K
|
57.5K
$99K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-12K- 8.2% |
$11.8K - $21.2K
|
134K
$231K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2K+ 19.28% |
$10K - $18.1K
|
63.3K
$109K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
79.5KNew |
$77.9K - $141K
|
79.5K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
52.7KNew |
$51.7K - $93.4K
|
52.7K
$90.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
50.6KNew |
$49.6K - $89.6K
|
50.6K
$87.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 12.5% |
$2.55K - $4.6K
|
23.4K
$40.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5K- 25.0% |
$4.9K - $8.85K
|
15K
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.8KNew |
$22.4K - $40.4K
|
22.8K
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.49K+ 11.3% |
$7.34K - $13.3K
|
73.7K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-15.1K- 40.31% |
$14.8K - $26.7K
|
22.4K
$38.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
280New |
$274 - $496
|
280
$482
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
62.9KNew |
$61.7K - $111K
|
62.9K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
502KNew |
$492K - $888K
|
502K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-64.9K- 86.57% |
$63.6K - $115K
|
10.1K
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
12.8KNew |
$12.5K - $22.7K
|
12.8K
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
141KNew |
$138K - $250K
|
141K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
69.3KNew |
$67.9K - $123K
|
69.3K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.44MNew |
$1.41M - $2.54M
|
1.44M
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.02% |
$5.88 - $10.6
|
33.4K
$57.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$14.7K - $26.6K
|
15K
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-244K- 54.7% |
$239K - $432K
|
202K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
34.3KNew |
$33.6K - $60.7K
|
34.3K
$59K
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.05K+ 4.62% |
$2.01K - $3.63K
|
46.4K
$79.8K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-215K- 63.12% |
$211K - $380K
|
125K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-49K- 99.99% |
$48K - $86.7K
|
6
$10.3
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1K- 97.56% |
$980 - $1.77K
|
25
$43
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
356K+ 3225.19% |
$349K - $631K
|
368K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-90- 0.89% |
$88.2 - $159
|
10K
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7KNew |
$10.4K - $18.9K
|
10.7K
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
254KNew |
$249K - $450K
|
254K
$437K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-219K- 93.53% |
$214K - $387K
|
15.1K
$26K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.6KNew |
$11.4K - $20.6K
|
11.6K
$20K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.42K- 85.06% |
$3.35K - $6.04K
|
600
$1.03K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
460KNew |
$451K - $815K
|
460K
$792K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-11.1K- 87.91% |
$10.9K - $19.6K
|
1.53K
$2.63K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
20.7K+ 25.66% |
$20.3K - $36.6K
|
101K
$174K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
134KNew |
$131K - $237K
|
134K
$230K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.9K+ 56.32% |
$65.5K - $118K
|
186K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7KNew |
$6.86K - $12.4K
|
7K
$12K
|
|