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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
13KNew |
$53.9K - $105K
|
13K
$21K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.6KNew |
$44K - $85.9K
|
10.6K
$17.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.2K+ 4.04% |
$42.5K - $82.9K
|
263K
$427K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
2.4KNew |
$9.96K - $19.4K
|
2.4K
$3.89K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
595New |
$2.47K - $4.82K
|
595
$964
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
520New |
$2.16K - $4.21K
|
520
$842
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
500+ 3.82% |
$2.08K - $4.05K
|
13.6K
$22K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
500New |
$2.08K - $4.05K
|
500
$810
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 33.33% |
$830 - $1.62K
|
800
$1.3K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
959KNew |
$6.32M - $11.1M
|
959K
$1.55M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
267KNew |
$1.76M - $3.08M
|
267K
$432K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
156KNew |
$1.03M - $1.8M
|
156K
$252K
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
115KNew |
$758K - $1.33M
|
115K
$186K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
70KNew |
$461K - $808K
|
70K
$113K
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50.1KNew |
$330K - $578K
|
50.1K
$81.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
30KNew |
$198K - $347K
|
30K
$48.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
20KNew |
$132K - $231K
|
20K
$32.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15KNew |
$98.9K - $173K
|
15K
$24.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$97.2K - $170K
|
14.8K
$23.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10KNew |
$65.9K - $116K
|
10K
$16.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1KNew |
$6.59K - $11.6K
|
1K
$1.62K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$1.32K - $2.31K
|
200
$324
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$659 - $1.16K
|
100
$162
|
|