Institutional Ownership Wheels Up Experience Inc. (UP)
This table provides information about the institutional ownership of Wheels Up Experience Inc. (UP). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 1.71 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,606,109
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2022
Reduced 8.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
45,241
shares
|
$98,625
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
29,952
shares
|
$65,295
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
16,666
shares
|
$36,331
0.03% of portfolio
|
Q2 2023
Reduced 90.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,664
shares
|
$14,527
0.0% of portfolio
|
Q2 2022
Added 29.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,100
shares
|
$4,578
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
50
shares
|
$109
50.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
25
shares
|
$54
0.0% of portfolio
|
Q4 2022
Reduced 97.56%
|