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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
CALL |
-2.4K- 85.71% |
$2.35K - $4.25K
|
400
$688
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-550- 81.48% |
$539 - $974
|
125
$215
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-50- 0.1% |
$49 - $88.5
|
51.9K
$89.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-4K- 7.68% |
$3.92K - $7.08K
|
48.1K
$82.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
10K+ 100.0% |
$9.8K - $17.7K
|
20K
$34.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-135- 77.14% |
$132 - $239
|
40
$68.8
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
83.8K+ 276.31% |
$82.2K - $148K
|
114K
$196K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-34- 0.06% |
$33.3 - $60.2
|
53.7K
$92.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
50KNew |
$49K - $88.5K
|
50K
$86K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
185KNew |
$181K - $327K
|
185K
$318K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-16.1K- 57.69% |
$15.8K - $28.5K
|
11.8K
$20.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-6K- 33.33% |
$5.88K - $10.6K
|
12K
$20.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.38KNew |
$7.23K - $13.1K
|
7.38K
$12.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-10K- 32.2% |
$9.8K - $17.7K
|
21.1K
$36.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.5K- 4.39% |
$1.47K - $2.66K
|
32.7K
$56.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.2K- 11.17% |
$2.16K - $3.89K
|
17.5K
$30.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-7.6K- 26.57% |
$7.45K - $13.5K
|
21K
$36.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8KNew |
$7.84K - $14.2K
|
8K
$13.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
38.6KNew |
$37.8K - $68.3K
|
38.6K
$66.4K
|
|
| Q3 2022 | |||||||
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-39.1KClosed |
$12.5K - $110K
|
0
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.1KNew |
$672 - $5.9K
|
2.1K
$3.61K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34K- 45.17% |
$10.9K - $95.6K
|
41.3K
$71K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.5KNew |
$3.68K - $32.3K
|
11.5K
$19.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
21.1KNew |
$6.75K - $59.3K
|
21.1K
$36.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-55- 0.06% |
$17.6 - $155
|
94.7K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-61.1K- 48.11% |
$19.6K - $172K
|
65.9K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.27K- 22.2% |
$1.05K - $9.18K
|
11.5K
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.24K- 7.31% |
$395 - $3.47K
|
15.7K
$26.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
20.1KNew |
$6.43K - $56.5K
|
20.1K
$34.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$3.84K - $33.7K
|
12K
$20.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.45K+ 12.28% |
$464 - $4.07K
|
13.3K
$22.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34- 0.27% |
$10.9 - $95.5
|
12.7K
$21.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-23.3K- 42.29% |
$7.46K - $65.5K
|
31.8K
$54.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-315KClosed |
$101K - $886K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10K- 99.06% |
$3.2K - $28.1K
|
95
$163
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
48+ 0.29% |
$15.4 - $135
|
16.6K
$28.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100KNew |
$32K - $281K
|
100K
$172K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.4K+ 60.68% |
$11K - $96.7K
|
91.1K
$157K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$3.2K - $28.1K
|
10K
$17.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-544- 4.98% |
$174 - $1.53K
|
10.4K
$17.8K
|
|
| Q2 2022 | |||||||
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
523+ 5.24% |
$983 - $1.72K
|
10.5K
$18.1K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.08K- 0.67% |
$3.91K - $6.82K
|
306K
$526K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10KClosed |
$18.8K - $32.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-100- 76.92% |
$188 - $328
|
30
$51.6
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
59.9KNew |
$113K - $196K
|
59.9K
$103K
|
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-27.3KClosed |
$51.3K - $89.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-322K- 78.05% |
$605K - $1.06M
|
90.5K
$156K
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-29.2K- 67.02% |
$54.9K - $95.7K
|
14.4K
$24.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
16.2KNew |
$30.5K - $53.2K
|
16.2K
$27.9K
|
|