Purchases and Sales Made in Q4 2021 in Wheels Up Experience Inc. (UP)
This table provides information about the institutional ownership of Wheels Up Experience Inc. (UP) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
500New |
$2.08K - $4.05K
|
500
$710
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 33.33% |
$830 - $1.62K
|
800
$1.14K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
200+ 0.97% |
$830 - $1.62K
|
20.9K
$29.7K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
199New |
$826 - $1.61K
|
199
$283
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
120New |
$498 - $972
|
120
$170
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109+ 0.96% |
$452 - $883
|
11.5K
$16.3K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 5.0% |
$104 - $203
|
525
$746
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18New |
$74.7 - $146
|
18
$25.6
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 7.66% |
$83 - $162
|
241
$342
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-31Closed |
$129 - $251
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 0.05% |
$415 - $810
|
184K
$262K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-400Closed |
$1.66K - $3.24K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-500Closed |
$2.08K - $4.05K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-780- 5.06% |
$3.24K - $6.32K
|
14.6K
$20.8K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1K- 5.08% |
$4.15K - $8.1K
|
18.7K
$26.6K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$4.15K - $8.1K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-1K- 2.64% |
$4.15K - $8.1K
|
36.8K
$52.3K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1KClosed |
$4.15K - $8.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.08K- 1.67% |
$4.49K - $8.76K
|
63.8K
$90.7K
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.2KClosed |
$4.98K - $9.72K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.2K- 0.74% |
$4.98K - $9.72K
|
161K
$228K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.5KClosed |
$6.21K - $12.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.01K- 3.94% |
$8.34K - $16.3K
|
49K
$69.6K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.58KClosed |
$10.7K - $20.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.6K- 18.43% |
$10.8K - $21.1K
|
11.5K
$16.3K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.78KClosed |
$11.5K - $22.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.2KClosed |
$13.3K - $25.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.67KClosed |
$15.2K - $29.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-3.98K- 15.43% |
$16.5K - $32.2K
|
21.8K
$31K
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-4.3K- 4.43% |
$17.8K - $34.8K
|
92.7K
$132K
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
SELL
|
- |
-5K- 28.05% |
$20.8K - $40.5K
|
12.8K
$18.2K
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.88K- 11.34% |
$24.4K - $47.6K
|
46K
$65.3K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.31K- 0.08% |
$26.2K - $51.1K
|
7.82M
$11.1M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-9.04K- 20.66% |
$37.5K - $73.2K
|
34.7K
$49.3K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10KClosed |
$41.5K - $81.1K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-10.4KClosed |
$43.2K - $84.3K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-10.7K- 17.03% |
$44.3K - $86.4K
|
52K
$73.8K
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$46.2K - $90.1K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$47.8K - $93.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-11.8KClosed |
$48.8K - $95.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-12.2KClosed |
$50.8K - $99.2K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-12.4KClosed |
$51.6K - $101K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14K- 3.39% |
$58.1K - $113K
|
398K
$566K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14.5K- 56.38% |
$60.2K - $118K
|
11.2K
$15.9K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.3KClosed |
$63.7K - $124K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-15.7K- 53.89% |
$65.1K - $127K
|
13.4K
$19.1K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-18K- 87.76% |
$74.7K - $146K
|
2.51K
$3.56K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20K- 17.44% |
$83K - $162K
|
94.7K
$134K
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-20.7K- 6.05% |
$85.7K - $167K
|
321K
$456K
|