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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.21KNew |
$1.39K - $3.32K
|
2.21K
$3.58K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.1K+ 5.53% |
$1.32K - $3.15K
|
40.1K
$64.9K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.01K+ 14.5% |
$1.27K - $3.02K
|
15.9K
$25.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$1.26K - $3K
|
2K
$3.24K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.55K+ 2.03% |
$976 - $2.32K
|
77.9K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.54K+ 5.47% |
$970 - $2.31K
|
29.7K
$48K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1K+ 9.03% |
$630 - $1.5K
|
12.1K
$19.6K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
658New |
$415 - $987
|
658
$1.07K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
600+ 18.02% |
$378 - $900
|
3.93K
$6.37K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
266+ 1.43% |
$168 - $399
|
18.9K
$30.5K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
131+ 0.05% |
$82.5 - $197
|
240K
$389K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
105+ 34.65% |
$66.2 - $158
|
408
$661
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
50New |
$31.5 - $75
|
50
$81
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.61MNew |
$1.57M - $2.84M
|
1.61M
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.44MNew |
$1.41M - $2.54M
|
1.44M
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
502KNew |
$492K - $888K
|
502K
$813K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
460KNew |
$451K - $815K
|
460K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
356K+ 3225.19% |
$349K - $631K
|
368K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
254KNew |
$249K - $450K
|
254K
$412K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
185KNew |
$181K - $327K
|
185K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
141KNew |
$138K - $250K
|
141K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
134KNew |
$131K - $237K
|
134K
$217K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
83.8K+ 276.31% |
$82.2K - $148K
|
114K
$185K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
79.5KNew |
$77.9K - $141K
|
79.5K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
69.3KNew |
$67.9K - $123K
|
69.3K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.9K+ 56.32% |
$65.5K - $118K
|
186K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
62.9KNew |
$61.7K - $111K
|
62.9K
$102K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.5KNew |
$56.4K - $102K
|
57.5K
$93.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
52.7KNew |
$51.7K - $93.4K
|
52.7K
$85.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
50.6KNew |
$49.6K - $89.6K
|
50.6K
$82K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
50KNew |
$49K - $88.5K
|
50K
$81K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
38.6KNew |
$37.8K - $68.3K
|
38.6K
$62.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
34.3KNew |
$33.6K - $60.7K
|
34.3K
$55.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.8KNew |
$22.4K - $40.4K
|
22.8K
$37K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
20.7K+ 25.66% |
$20.3K - $36.6K
|
101K
$164K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17.2KNew |
$16.9K - $30.4K
|
17.2K
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$14.7K - $26.6K
|
15K
$24.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
12.8KNew |
$12.5K - $22.7K
|
12.8K
$20.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.6KNew |
$11.4K - $20.6K
|
11.6K
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7KNew |
$10.4K - $18.9K
|
10.7K
$17.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2K+ 19.28% |
$10K - $18.1K
|
63.3K
$102K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
10K+ 100.0% |
$9.8K - $17.7K
|
20K
$32.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8KNew |
$7.84K - $14.2K
|
8K
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.49K+ 11.3% |
$7.34K - $13.3K
|
73.7K
$119K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.38KNew |
$7.23K - $13.1K
|
7.38K
$12K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7KNew |
$6.86K - $12.4K
|
7K
$11.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 12.5% |
$2.55K - $4.6K
|
23.4K
$37.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.05K+ 4.62% |
$2.01K - $3.63K
|
46.4K
$75.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
280New |
$274 - $496
|
280
$454
|
|