Purchases and Sales Made in Q1 2023 in Wheels Up Experience Inc. (UP)
This table provides information about the institutional ownership of Wheels Up Experience Inc. (UP) during Q1 2023. The information is specifically focused on institutions that hold shares of Wheels Up Experience Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 3.9% |
$2.25K - $5.36K
|
95.2K
$136K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3K+ 923.08% |
$1.89K - $4.5K
|
3.33K
$4.75K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.97K+ 16.43% |
$1.87K - $4.45K
|
21K
$30K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
2.5K+ 3.85% |
$1.58K - $3.75K
|
67.4K
$96.4K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.21KNew |
$1.39K - $3.32K
|
2.21K
$3.16K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.1K+ 5.53% |
$1.32K - $3.15K
|
40.1K
$57.3K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.01K+ 14.5% |
$1.27K - $3.02K
|
15.9K
$22.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$1.26K - $3K
|
2K
$2.86K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.55K+ 2.03% |
$976 - $2.32K
|
77.9K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.54K+ 5.47% |
$970 - $2.31K
|
29.7K
$42.4K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1K+ 9.03% |
$630 - $1.5K
|
12.1K
$17.3K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
658New |
$415 - $987
|
658
$941
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
600+ 18.02% |
$378 - $900
|
3.93K
$5.62K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
266+ 1.43% |
$168 - $399
|
18.9K
$27K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
131+ 0.05% |
$82.5 - $197
|
240K
$344K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
105+ 34.65% |
$66.2 - $158
|
408
$583
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
50New |
$31.5 - $75
|
50
$71.5
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-250- 0.55% |
$158 - $375
|
45.6K
$65.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-542- 10.81% |
$341 - $813
|
4.47K
$6.4K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-624- 8.65% |
$393 - $936
|
6.59K
$9.42K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1K- 1.41% |
$630 - $1.5K
|
70K
$100K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.12K- 10.07% |
$705 - $1.68K
|
9.99K
$14.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.45K- 8.85% |
$910 - $2.17K
|
14.9K
$21.3K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.75K- 0.59% |
$1.11K - $2.63K
|
296K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.77K- 8.53% |
$1.12K - $2.66K
|
19K
$27.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 1.34% |
$1.37K - $3.27K
|
161K
$230K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.57K- 17.68% |
$2.25K - $5.35K
|
16.6K
$23.7K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-4K- 25.0% |
$2.52K - $6K
|
12K
$17.2K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.42K- 6.87% |
$2.79K - $6.63K
|
60K
$85.8K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.7K- 29.94% |
$2.96K - $7.05K
|
11K
$15.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.94K- 6.55% |
$4.37K - $10.4K
|
99.1K
$142K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.33K- 95.42% |
$5.25K - $12.5K
|
400
$572
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9.1K- 31.27% |
$5.73K - $13.7K
|
20K
$28.6K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.57K- 11.74% |
$6.03K - $14.4K
|
71.9K
$103K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-12K- 23.08% |
$7.56K - $18K
|
40K
$57.2K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.1K- 49.11% |
$7.61K - $18.1K
|
12.5K
$17.9K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 1.31% |
$9.73K - $23.2K
|
1.17M
$1.67M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.5K- 21.2% |
$9.75K - $23.2K
|
57.5K
$82.3K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 57.96% |
$10.3K - $24.6K
|
11.9K
$17K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-20.2K- 21.96% |
$12.7K - $30.3K
|
71.7K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-26.5K- 1.64% |
$16.7K - $39.7K
|
1.59M
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.4K- 41.4% |
$17.3K - $41.1K
|
38.8K
$55.5K
|
|
|
May 05, 2023
Q1 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-39.5K- 26.6% |
$24.9K - $59.3K
|
109K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-47.4K- 9.41% |
$29.8K - $71.1K
|
456K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-55K- 27.33% |
$34.7K - $82.5K
|
146K
$209K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-70.5K- 62.3% |
$44.4K - $106K
|
42.7K
$61K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-73.5K- 15.19% |
$46.3K - $110K
|
410K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-86.9K- 84.92% |
$54.7K - $130K
|
15.4K
$22.1K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-102K- 3.58% |
$64K - $152K
|
2.74M
$3.91M
|