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Wheels Up Experience (UP) Institutional Ownership

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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)
$217.71M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$58.96M
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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
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%
3/25/2024Quadrature Capital Ltd10,060$34K0.0%N/A0.001%
2/13/2024Tower Research Capital LLC TRC23,279$80K0.0%N/A0.014%
2/9/2024Kore Advisors LP25,816,921$88.55M24.1%N/A15.477%
2/7/2024Wealthspire Advisors LLC11,879$41K0.0%-26.2%0.007%
2/5/2024Victory 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%
11/15/2023Knighthead Capital Management LLC60,563,002$125.37M4.0%N/A238.625%
11/8/2023Pathstone Family Office LLC17,711$37K0.0%N/A0.070%
11/8/2023Vanguard 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%
10/18/2023UMB Bank n.a.26,660$55K0.0%N/A0.105%
8/11/2023Delta Air Lines Inc.5,200,099$6.08M1.9%-90.0%20.668%
8/9/2023Saltoro Capital LP77,912$91K0.1%N/A0.310%
8/9/2023Lido 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%
5/15/2023Formula Growth Ltd.279,806$177K0.1%-68.4%0.111%
5/12/2023 Financial Partners Group LLC100,000$63K0.0%+100.0%0.040%
5/10/2023Connor Clark & Lunn Investment Management Ltd.464,513$294K0.0%+123.1%0.185%
4/28/2023SG Americas Securities LLC90,930$58K0.0%+73.2%0.036%
4/20/2023 Stonegate Investment Group LLC961,735$609K0.0%+12.7%0.383%
4/20/2023Pennsylvania Capital Management Inc. ADV161,169$102K0.0%N/A0.064%
3/23/2023MetLife Investment Management LLC36,212$37K0.0%-60.0%0.015%
3/6/2023Rockefeller Capital Management L.P.483,740$497K0.0%+3.2%0.195%
2/10/2023Connor Clark & Lunn Investment Management Ltd.208,220$214K0.0%N/A0.084%
2/10/2023Franklin Resources Inc.2,837,152$2.92M0.0%-59.8%1.146%
2/10/2023Capital Square LLC64,900$67K0.1%+71.2%0.026%
2/10/2023 Financial Partners Group LLC50,000$52K0.0%N/A0.020%
2/9/2023First Eagle Investment Management LLC460,392$474K0.0%N/A0.186%
2/9/2023MAI 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%
2/8/2023Russell Investments Group Ltd.133,799$138K0.0%N/A0.054%
2/7/2023Moors & Cabot Inc.18,600$86K0.0%-36.1%0.008%
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2/1/2023Bank 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%
1/20/2023Avestar Capital LLC52,000$54K0.0%+26.8%0.021%
1/19/2023Conservest Capital Advisors Inc.46,039$47K0.0%-20.0%0.019%
1/10/2023Gries 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%
11/4/2022Commerce Bank100,000$115K0.0%N/A0.041%
11/4/2022Prudential Financial Inc.74,965$86K0.0%+19.8%0.031%
11/4/2022Independent Advisor Alliance367,257$422K0.0%+7.0%0.150%
11/3/2022Creative Planning91,087$105K0.0%+60.7%0.037%
11/3/2022Barclays PLC129,432$149K0.0%+64.4%0.053%
11/2/2022Rockefeller Capital Management L.P.468,740$538K0.0%+4.0%0.192%
11/1/2022Kestra Advisory Services LLC90,088$104K0.0%-17.2%0.037%
11/1/2022Gables Capital Management Inc.52,100$60K0.0%-24.5%0.021%
10/31/2022Wilbanks Smith & Thomas Asset Management LLC66,237$76K0.0%-19.6%0.027%
10/31/2022SG Americas Securities LLC51,369$59K0.0%-83.0%0.021%
10/26/2022Truist Financial Corp39,500$45K0.0%-26.9%0.016%
10/26/2022Avestar 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%
10/13/2022Conservest Capital Advisors Inc.57,549$66K0.0%+25.0%0.024%
8/15/2022Kestra Private Wealth Services LLC17,600$34K0.0%+29.4%0.007%
8/12/2022Robertson Stephens Wealth Management LLC20,000$39K0.0%N/A0.008%
8/12/2022FMR LLC18,856,447$36.77M0.0%-11.6%7.723%
8/12/2022Franklin Resources Inc.10,709,146$20.88M0.0%-6.7%4.386%
8/9/2022Swiss 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%
8/8/2022Moors & Cabot Inc.28,100$55K0.0%+51.1%0.012%
8/8/2022Level Four Advisory Services LLC26,830$52K0.0%-35.9%0.011%
8/4/2022Independent Advisor Alliance343,327$669K0.0%N/A0.141%
8/4/2022NorthRock Partners LLC26,315$51K0.0%N/A0.011%
8/1/2022ProShare Advisors LLC17,881$35K0.0%N/A0.007%
7/29/2022SG Americas Securities LLC302,111$589K0.0%N/A0.124%
7/28/2022Avestar Capital LLC18,500$36K0.0%+54.2%0.008%
7/25/2022Strs Ohio101,200$197K0.0%N/A0.041%
7/22/2022Aaron 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%
7/20/2022Delta Investment Management LLC31,056$61K0.0%-24.4%0.013%
7/19/2022Commonwealth Equity Services LLC34,940$68K0.0%+29.2%0.014%
7/15/2022Pennsylvania Capital Management Inc. ADV86,769$169K0.1%N/A0.036%
7/15/2022Unconventional Investor LLC166,667$325K0.3%N/A0.068%
7/13/2022Conservest 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%
5/16/2022Luxor Capital Group LP412,448$1.28M0.0%-77.2%0.169%
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5/12/2022Healthcare of Ontario Pension Plan Trust Fund1,166,100$3.63M0.0%-87.0%0.478%
5/11/2022Delta 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%
5/10/2022Aaron Wealth Advisors LLC62,200$20M0.3%+255.4%0.025%
5/10/2022Mercer Global Advisors Inc. ADV75,100$234K0.0%+49.9%0.031%
5/10/2022Level Four Advisory Services LLC41,880$130K0.0%-19.0%0.017%
5/9/2022 Powell Investment Advisors LLC12,000$37K0.0%-63.1%0.005%
5/9/2022Qube Research & Technologies Ltd504,105$1.57M0.0%+193.1%0.206%
5/9/2022Capital Square LLC32,400$100K0.1%N/A0.013%
(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, 82 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), Delta Air Lines Inc. ($6.08M), Healthcare of Ontario Pension Plan Trust Fund ($3.63M), Franklin Resources Inc. ($2.92M), and Qube Research & Technologies Ltd ($1.57M).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 63 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 92,060,502 shares in the last 24 months. This purchase volume represents approximately $291.88M in transactions.

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

Of the 26 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), Healthcare of Ontario Pension Plan Trust Fund ($7.83M), Franklin Resources Inc. ($4.98M), FMR LLC ($2.48M), Luxor Capital Group LP ($1.40M), Formula Growth Ltd. ($606K), and Arcus Capital Partners LLC ($336.18K).

How much institutional selling is happening at Wheels Up Experience?

Institutional investors have sold a total of 65,129,267 shares in the last 24 months. This volume of shares sold represents approximately $465.32M in transactions.


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This page (NYSE:UP) was last updated on 4/26/2024 by MarketBeat.com Staff

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