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 14, 2022
Q4 2021
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-2.5MClosed |
$10.4M - $20.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hg Vora Capital Management, LLC
New York, NY |
SELL
|
- |
-9MClosed |
$37.4M - $72.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
96.6K+ 687.81% |
$401K - $782K
|
111K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$4.15K - $8.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.88K- 11.34% |
$24.4K - $47.6K
|
46K
$79.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
- |
-548KClosed |
$2.28M - $4.44M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$46.2K - $90.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
18.4KNew |
$76.3K - $149K
|
18.4K
$31.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
520New |
$2.16K - $4.21K
|
520
$894
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.58KClosed |
$10.7K - $20.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
13KNew |
$53.9K - $105K
|
13K
$22.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.2KClosed |
$13.3K - $25.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.2KClosed |
$4.98K - $9.72K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-2.15MClosed |
$8.92M - $17.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-500Closed |
$2.08K - $4.05K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
500+ 3.82% |
$2.08K - $4.05K
|
13.6K
$23.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
95.7KNew |
$397K - $775K
|
95.7K
$165K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-361KClosed |
$1.5M - $2.92M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-31Closed |
$129 - $251
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
25KNew |
$104K - $203K
|
25K
$43K
|
|
|
Feb 04, 2022
Q4 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-2.74MClosed |
$11.4M - $22.2M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.67KClosed |
$15.2K - $29.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.6KNew |
$44K - $85.9K
|
10.6K
$18.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.3KClosed |
$63.7K - $124K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-21.4KClosed |
$88.8K - $173K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-1K- 2.64% |
$4.15K - $8.1K
|
36.8K
$63.3K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-400Closed |
$1.66K - $3.24K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
500New |
$2.08K - $4.05K
|
500
$860
|
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-12.4KClosed |
$51.6K - $101K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
CALL |
-90KClosed |
$374K - $729K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$47.8K - $93.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-107KClosed |
$446K - $870K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.2K+ 4.04% |
$42.5K - $82.9K
|
263K
$453K
|
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-348KClosed |
$1.45M - $2.82M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1KClosed |
$4.15K - $8.1K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
2.4KNew |
$9.96K - $19.4K
|
2.4K
$4.13K
|
|
| Q3 2021 | |||||||
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$1.32K - $2.31K
|
200
$344
|
|
|
Nov 15, 2021
Q3 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
959KNew |
$6.32M - $11.1M
|
959K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
30KNew |
$198K - $347K
|
30K
$51.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
70KNew |
$461K - $808K
|
70K
$120K
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$97.2K - $170K
|
14.8K
$25.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
20KNew |
$132K - $231K
|
20K
$34.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1KNew |
$6.59K - $11.6K
|
1K
$1.72K
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
115KNew |
$758K - $1.33M
|
115K
$198K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
156KNew |
$1.03M - $1.8M
|
156K
$268K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$659 - $1.16K
|
100
$172
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15KNew |
$98.9K - $173K
|
15K
$25.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10KNew |
$65.9K - $116K
|
10K
$17.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
267KNew |
$1.76M - $3.08M
|
267K
$459K
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50.1KNew |
$330K - $578K
|
50.1K
$86.1K
|
|