Latest Institutional Purchases of Wheels Up Experience Inc. (UP)
This list provides information on the latest institutional transactions involving Wheels Up Experience Inc. (UP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
25+ 100.0% |
$40.8 - $100
|
50
$100
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.4MNew |
$881K - $2.1M
|
1.4M
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
861K+ 770.34% |
$542K - $1.29M
|
972K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
855K+ 45.46% |
$539K - $1.28M
|
2.74M
$5.47M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
296K+ 746.17% |
$187K - $444K
|
336K
$672K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
256K+ 123.09% |
$161K - $384K
|
465K
$929K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
193K+ 18.38% |
$121K - $289K
|
1.24M
$2.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
161KNew |
$102K - $242K
|
161K
$322K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
144K+ 77.05% |
$90.7K - $216K
|
331K
$662K
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 308935.0% |
$77.9K - $185K
|
124K
$247K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
108K+ 12.66% |
$68.1K - $162K
|
962K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
94.3K+ 39.13% |
$59.4K - $141K
|
335K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
75.1K+ 2.45% |
$47.3K - $113K
|
3.13M
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
71.6K+ 0.81% |
$45.1K - $107K
|
8.95M
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
54.4K+ 1.99% |
$34.3K - $81.6K
|
2.79M
$5.57M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
50K+ 100.0% |
$31.5K - $75K
|
100K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Nea Management Company, LLC
Timonium, MD |
BUY
|
- |
47.1K+ 4.44% |
$29.7K - $70.7K
|
1.11M
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 31.58% |
$28.7K - $68.3K
|
190K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
38.6K+ 23.27% |
$24.3K - $57.9K
|
205K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.6KNew |
$24.3K - $57.9K
|
38.6K
$77.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
38.4K+ 73.19% |
$24.2K - $57.6K
|
90.9K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33.2K+ 50.5% |
$20.9K - $49.8K
|
98.9K
$198K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 43.21% |
$19.6K - $46.7K
|
103K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30.1KNew |
$18.9K - $45.1K
|
30.1K
$60.1K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
26.8K+ 37.17% |
$16.9K - $40.2K
|
98.9K
$198K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
23KNew |
$14.5K - $34.5K
|
23K
$46K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23KNew |
$14.5K - $34.5K
|
23K
$46K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.9K+ 1.5% |
$13.2K - $31.4K
|
1.42M
$2.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
20KNew |
$12.6K - $30K
|
20K
$40K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.3K+ 300.45% |
$10.9K - $26K
|
23.1K
$46.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
16K+ 100.0% |
$10.1K - $24K
|
32K
$64K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
14.2KNew |
$8.95K - $21.3K
|
14.2K
$28.4K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
13.5K+ 63.66% |
$8.51K - $20.3K
|
34.7K
$69.5K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 30.54% |
$8.51K - $20.3K
|
57.7K
$115K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.5KNew |
$7.88K - $18.8K
|
12.5K
$25K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
11.5K+ 25.0% |
$7.25K - $17.3K
|
57.5K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2K+ 39.19% |
$7.06K - $16.8K
|
39.8K
$79.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11K+ 118.92% |
$6.93K - $16.5K
|
20.3K
$40.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.9KNew |
$6.87K - $16.3K
|
10.9K
$21.8K
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
10KNew |
$6.3K - $15K
|
10K
$20K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
10KNew |
$6.3K - $15K
|
10K
$20K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.39K+ 12.38% |
$5.28K - $12.6K
|
76.1K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.55K+ 48.36% |
$4.13K - $9.83K
|
20.1K
$40.2K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.1K+ 55.14% |
$3.84K - $9.15K
|
17.2K
$34.3K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.5K+ 6.11% |
$3.47K - $8.25K
|
95.5K
$191K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
5K+ 11.46% |
$3.15K - $7.5K
|
48.6K
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.7K+ 37.37% |
$2.33K - $5.55K
|
13.6K
$27.2K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 3.9% |
$2.25K - $5.36K
|
95.2K
$190K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3K+ 923.08% |
$1.89K - $4.5K
|
3.33K
$6.65K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.97K+ 16.43% |
$1.87K - $4.45K
|
21K
$42K
|
|