Purchases and Sales Made in Q3 2021 in Wheels Up Experience Inc. (UP)
This table provides information about the institutional ownership of Wheels Up Experience Inc. (UP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.2KNew |
$634K - $1.11M
|
96.2K
$385K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.7KNew |
$572K - $1M
|
86.7K
$347K
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86KNew |
$567K - $994K
|
86K
$344K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
80.7KNew |
$532K - $932K
|
80.7K
$323K
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
77.7K+ 3696.19% |
$512K - $897K
|
79.8K
$319K
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
73.6KNew |
$485K - $850K
|
73.6K
$295K
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
71.3KNew |
$470K - $823K
|
71.3K
$285K
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
70.6KNew |
$465K - $815K
|
70.6K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
70KNew |
$461K - $808K
|
70K
$280K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
69.8KNew |
$460K - $807K
|
69.8K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
69.3KNew |
$457K - $801K
|
69.3K
$277K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.9KNew |
$428K - $750K
|
64.9K
$260K
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
62.7KNew |
$413K - $724K
|
62.7K
$251K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
55.9KNew |
$368K - $645K
|
55.9K
$224K
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
55.8KNew |
$368K - $645K
|
55.8K
$223K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
54.4KNew |
$358K - $628K
|
54.4K
$217K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54KNew |
$356K - $624K
|
54K
$216K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
53.7KNew |
$354K - $621K
|
53.7K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
51.9KNew |
$342K - $599K
|
51.9K
$208K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51KNew |
$336K - $589K
|
51K
$204K
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50.1KNew |
$330K - $578K
|
50.1K
$200K
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
46KNew |
$303K - $531K
|
46K
$184K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
43.8KNew |
$288K - $505K
|
43.8K
$175K
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
42.1KNew |
$277K - $486K
|
42.1K
$168K
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
38.5KNew |
$253K - $444K
|
38.5K
$154K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
37.8KNew |
$249K - $437K
|
37.8K
$151K
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
37.1KNew |
$244K - $428K
|
37.1K
$148K
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
36.9K+ 2.3% |
$243K - $426K
|
1.64M
$6.57M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
35.7KNew |
$235K - $413K
|
35.7K
$143K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.1KNew |
$231K - $405K
|
35.1K
$140K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3KNew |
$219K - $385K
|
33.3K
$133K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
30KNew |
$198K - $347K
|
30K
$120K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
29.1KNew |
$192K - $336K
|
29.1K
$116K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
28.1KNew |
$185K - $324K
|
28.1K
$112K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27.7KNew |
$183K - $320K
|
27.7K
$111K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.2KNew |
$173K - $303K
|
26.2K
$105K
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
25.8KNew |
$170K - $298K
|
25.8K
$103K
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.7KNew |
$170K - $297K
|
25.7K
$103K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
23.3KNew |
$153K - $269K
|
23.3K
$93K
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
23KNew |
$152K - $266K
|
23K
$92.1K
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
21.4KNew |
$141K - $247K
|
21.4K
$85.6K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
20.9KNew |
$138K - $241K
|
20.9K
$83.5K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
20.9K+ 572.8% |
$137K - $241K
|
24.5K
$98K
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$136K - $239K
|
20.7K
$82.8K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.5KNew |
$135K - $237K
|
20.5K
$82K
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
20KNew |
$132K - $231K
|
20K
$80.1K
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19.7KNew |
$130K - $228K
|
19.7K
$78.8K
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
17.8KNew |
$117K - $206K
|
17.8K
$71.3K
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
17KNew |
$112K - $197K
|
17K
$68.2K
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
16.7KNew |
$110K - $193K
|
16.7K
$66.7K
|