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Wheels Up Experience (UP) Institutional Ownership

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$2.82
+0.04 (+1.44%)
(As of 05/17/2024 08:54 PM ET)
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Institutional Ownership Changes (13F Filings) for Wheels Up Experience (NYSE:UP)

Current
Institutional Ownership
Percentage
98.20%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$215.68M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$55.38M
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UP Institutional Buying and Selling by Quarter

Wheels Up Experience Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Vanguard Group Inc.4,913,264$14.10M0.0%-1.8%0.705%
5/7/2024 Capital Square LLC14,140$41K0.0%N/A0.002%
5/7/2024Susquehanna Fundamental Investments LLC23,387$67K0.0%N/A0.003%
5/2/2024 Fifth Lane Capital LP15,552$45K0.0%N/A0.002%
4/18/2024 CCG Wealth Management LLC100,000$287K0.2%N/A0.014%
4/17/2024 Cannon Global Investment Management LLC50,500$145K0.4%N/A0.007%
4/10/2024 CVA Family Office LLC60,850$175K0.0%N/A0.009%
3/25/2024 Quadrature Capital Ltd10,060$34K0.0%N/A0.001%
2/13/2024 Tower Research Capital LLC TRC23,279$80K0.0%N/A0.014%
2/9/2024 Kore Advisors LP25,816,921$88.55M24.1%N/A15.477%
2/7/2024 Wealthspire Advisors LLC11,879$41K0.0%-26.2%0.007%
2/5/2024 Victory Capital Management Inc.11,116$38K0.0%N/A0.007%
1/31/2024 American Financial Advisors LLC10,000$34K0.0%N/A0.006%
1/25/2024Instrumental Wealth LLC156,305$531K0.6%+315.6%0.094%
1/24/2024 Stratos Wealth Partners LTD.15,265$52K0.0%-16.4%0.009%
1/16/2024 Raymond James Financial Services Advisors Inc.10,583$36K0.0%N/A0.006%
11/15/2023 Knighthead Capital Management LLC60,563,002$125.37M4.0%N/A238.625%
11/8/2023Pathstone Family Office LLC17,711$37K0.0%N/A0.070%
11/8/2023 Vanguard Personalized Indexing Management LLC17,882$37K0.0%N/A0.070%
10/24/2023 Stratos Wealth Partners LTD.18,265$38K0.0%N/A0.072%
10/18/2023Instrumental Wealth LLC37,606$78K0.1%N/A0.148%
10/18/2023 UMB Bank n.a.26,660$55K0.0%N/A0.105%
8/11/2023 Delta Air Lines Inc.5,200,099$6.08M1.9%-90.0%20.668%
8/9/2023 Saltoro Capital LP77,912$91K0.1%N/A0.310%
8/9/2023 Lido Advisors LLC21,442$25K0.0%-76.8%0.085%
8/1/2023 Cookson Peirce & Co. Inc.30,000$35K0.0%N/A0.119%
7/18/2023 Arcus Capital Partners LLC24,495$29K0.0%-90.0%0.097%
5/15/2023 Formula Growth Ltd.279,806$177K0.1%-68.4%0.111%
5/12/2023 Financial Partners Group LLC100,000$63K0.0%+100.0%0.040%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.464,513$294K0.0%+123.1%0.185%
4/28/2023 SG Americas Securities LLC90,930$58K0.0%+73.2%0.036%
4/20/2023 Stonegate Investment Group LLC961,735$609K0.0%+12.7%0.383%
4/20/2023 Pennsylvania Capital Management Inc. ADV161,169$102K0.0%N/A0.064%
3/23/2023 MetLife Investment Management LLC36,212$37K0.0%-60.0%0.015%
3/6/2023 Rockefeller Capital Management L.P.483,740$497K0.0%+3.2%0.195%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.208,220$214K0.0%N/A0.084%
2/10/2023 Franklin Resources Inc.2,837,152$2.92M0.0%-59.8%1.146%
2/10/2023 Capital Square LLC64,900$67K0.1%+71.2%0.026%
2/10/2023 Financial Partners Group LLC50,000$52K0.0%N/A0.020%
2/9/2023 First Eagle Investment Management LLC460,392$474K0.0%N/A0.186%
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2/9/2023 MAI Capital Management101,371$104K0.0%+25.7%0.041%
2/8/2023 Cambridge Investment Research Advisors Inc.45,860$47K0.0%-36.3%0.019%
2/8/2023 Russell Investments Group Ltd.133,799$138K0.0%N/A0.054%
2/7/2023 Moors & Cabot Inc.18,600$86K0.0%-36.1%0.008%
2/1/2023 Bank of Montreal Can114,176$119K0.0%+276.3%0.046%
1/31/2023 Cookson Peirce & Co. Inc.50,000$52K0.0%N/A0.020%
1/30/2023 Annex Advisory Services LLC184,723$190K0.0%N/A0.075%
1/24/2023 Stonegate Investment Group LLC853,680$879K0.0%+950.3%0.345%
1/20/2023 Avestar Capital LLC52,000$54K0.0%+26.8%0.021%
1/19/2023 Conservest Capital Advisors Inc.46,039$47K0.0%-20.0%0.019%
1/10/2023 Gries Financial LLC38,587$40K0.0%N/A0.016%
11/7/2022 Capital Planning LLC43,635$50K0.0%N/A0.018%
11/7/2022Virtu Financial LLC53,042$61K0.0%N/A0.022%
11/4/2022 Commerce Bank100,000$115K0.0%N/A0.041%
11/4/2022 Prudential Financial Inc.74,965$86K0.0%+19.8%0.031%
11/4/2022 Independent Advisor Alliance367,257$422K0.0%+7.0%0.150%
11/3/2022 Creative Planning91,087$105K0.0%+60.7%0.037%
11/3/2022 Barclays PLC129,432$149K0.0%+64.4%0.053%
11/2/2022 Rockefeller Capital Management L.P.468,740$538K0.0%+4.0%0.192%
11/1/2022 Kestra Advisory Services LLC90,088$104K0.0%-17.2%0.037%
11/1/2022 Gables Capital Management Inc.52,100$60K0.0%-24.5%0.021%
10/31/2022 Wilbanks Smith & Thomas Asset Management LLC66,237$76K0.0%-19.6%0.027%
10/31/2022 SG Americas Securities LLC51,369$59K0.0%-83.0%0.021%
10/26/2022 Truist Financial Corp39,500$45K0.0%-26.9%0.016%
10/26/2022 Avestar Capital LLC41,000$47K0.0%+121.6%0.017%
10/25/2022 Raymond James Financial Services Advisors Inc.173,448$199K0.0%-8.8%0.071%
10/13/2022 Hunter Perkins Capital Management LLC28,600$33K0.0%N/A0.012%
10/13/2022 Conservest Capital Advisors Inc.57,549$66K0.0%+25.0%0.024%
8/15/2022 Kestra Private Wealth Services LLC17,600$34K0.0%+29.4%0.007%
8/12/2022 Robertson Stephens Wealth Management LLC20,000$39K0.0%N/A0.008%
8/12/2022 FMR LLC18,856,447$36.77M0.0%-11.6%7.723%
8/12/2022 Franklin Resources Inc.10,709,146$20.88M0.0%-6.7%4.386%
8/9/2022 Swiss National Bank143,900$281K0.0%-17.4%0.059%
8/9/2022 Capital Wealth Management LLC17,042$33K0.0%N/A0.007%
8/9/2022 Stonegate Investment Group LLC78,780$154K0.0%+6.8%0.032%
8/9/2022 Summit Trail Advisors LLC128,771$251K0.0%N/A0.053%
8/8/2022 Moors & Cabot Inc.28,100$55K0.0%+51.1%0.012%
8/8/2022 Level Four Advisory Services LLC26,830$52K0.0%-35.9%0.011%
8/4/2022 Independent Advisor Alliance343,327$669K0.0%N/A0.141%
8/4/2022 NorthRock Partners LLC26,315$51K0.0%N/A0.011%
8/1/2022 ProShare Advisors LLC17,881$35K0.0%N/A0.007%
7/29/2022 SG Americas Securities LLC302,111$589K0.0%N/A0.124%
7/28/2022 Avestar Capital LLC18,500$36K0.0%+54.2%0.008%
7/25/2022 Strs Ohio101,200$197K0.0%N/A0.041%
7/22/2022 Aaron Wealth Advisors LLC20,000$39K0.0%-67.8%0.008%
7/21/2022 RTD Financial Advisors Inc.59,983$117K0.0%-21.9%0.025%
7/20/2022 Delta Investment Management LLC31,056$61K0.0%-24.4%0.013%
7/19/2022Commonwealth Equity Services LLC34,940$68K0.0%+29.2%0.014%
7/15/2022 Pennsylvania Capital Management Inc. ADV86,769$169K0.1%N/A0.036%
7/15/2022 Unconventional Investor LLC166,667$325K0.3%N/A0.068%
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7/13/2022 Conservest Capital Advisors Inc.46,039$90K0.0%-20.0%0.019%
7/13/2022RGT Wealth Advisors LLC45,241$88K0.0%N/A0.019%
7/12/2022 CFM Wealth Partners LLC23,019$45K0.0%N/A0.009%
5/16/2022 Luxor Capital Group LP412,448$1.28M0.0%-77.2%0.169%
5/12/2022 Healthcare of Ontario Pension Plan Trust Fund1,166,100$3.63M0.0%-87.0%0.478%
5/11/2022 Delta Investment Management LLC41,056$128K0.0%N/A0.017%
5/11/2022CTC Capital Management LLC16,600$52K0.1%N/A0.007%
5/10/2022 Strategic Advisors LLC31,588$98K0.0%N/A0.013%
5/10/2022 Aaron Wealth Advisors LLC62,200$20M0.3%+255.4%0.025%
5/10/2022 Mercer Global Advisors Inc. ADV75,100$234K0.0%+49.9%0.031%
(Data available from 1/1/2016 forward)

UP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UP shares?

During the previous two years, 73 institutional investors and hedge funds held shares of Wheels Up Experience. The most heavily invested institutionals were Knighthead Capital Management LLC ($125.37M), Kore Advisors LP ($88.55M), FMR LLC ($36.77M), Vanguard Group Inc. ($14.10M), Delta Air Lines Inc. ($6.08M), Franklin Resources Inc. ($2.92M), and Stonegate Investment Group LLC ($609K).Learn more on UP's institutional investors.

What percentage of Wheels Up Experience stock is owned by institutional investors?

98.20% of Wheels Up Experience stock is owned by institutional investors. Learn more on UP's institutional investor holdings.

Which institutional investors have been buying Wheels Up Experience stock?

Of the 54 institutional investors that purchased Wheels Up Experience stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Knighthead Capital Management LLC ($60.56M), Kore Advisors LP ($25.82M), Stonegate Investment Group LLC ($885.46K), Connor Clark & Lunn Investment Management Ltd. ($464.51K), First Eagle Investment Management LLC ($460.39K), Independent Advisor Alliance ($367.26K), and SG Americas Securities LLC ($340.54K).

How much institutional buying is happening at Wheels Up Experience?

Institutional investors have bought a total of 91,433,628 shares in the last 24 months. This purchase volume represents approximately $270.89M in transactions.

Which Wheels Up Experience major shareholders have been selling company stock?

Of the 24 institutional investors that sold Wheels Up Experience stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Delta Air Lines Inc. ($46.80M), Franklin Resources Inc. ($4.98M), FMR LLC ($2.48M), Formula Growth Ltd. ($606K), SG Americas Securities LLC ($250.74K), Arcus Capital Partners LLC ($220.47K), and Vanguard Group Inc. ($91.09K).

How much institutional selling is happening at Wheels Up Experience?

Institutional investors have sold a total of 55,824,677 shares in the last 24 months. This volume of shares sold represents approximately $173.37M in transactions.


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This page (NYSE:UP) was last updated on 5/20/2024 by MarketBeat.com Staff

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