Wheels Up Experience (UP) Institutional Ownership

$2.80

-0.22 (-7.27%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 98.20%
Number of Institutional Buyers (last 12 months): 21
Total Institutional Inflows (last 12 months): $216.24M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $55.24M

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UP Institutional Buying and Selling by Quarter

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Wheels Up Experience Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Instrumental Wealth LLC	126,595	$239K	0.2%	-33.1%	0.018%
7/26/2024	Bank of New York Mellon Corp	264,377	$500K	0.0%	+1,399.2%	0.038%
5/29/2024	Instrumental Wealth LLC	189,268	$545K	0.2%	+21.1%	0.027%
5/10/2024	Vanguard Group Inc.	4,913,264	$14.10M	0.0%	-1.8%	0.705%
5/7/2024	Capital Square LLC	14,140	$41K	0.0%	N/A	0.002%
5/7/2024	Susquehanna Fundamental Investments LLC	23,387	$67K	0.0%	N/A	0.003%
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5/2/2024	Fifth Lane Capital LP	15,552	$45K	0.0%	N/A	0.002%
4/18/2024	CCG Wealth Management LLC	100,000	$287K	0.2%	N/A	0.014%
4/17/2024	Cannon Global Investment Management LLC	50,500	$145K	0.4%	N/A	0.007%
4/10/2024	CVA Family Office LLC	60,850	$175K	0.0%	N/A	0.009%
3/25/2024	Quadrature Capital Ltd	10,060	$34K	0.0%	N/A	0.001%
2/13/2024	Tower Research Capital LLC TRC	23,279	$80K	0.0%	N/A	0.014%
2/9/2024	Kore Advisors LP	25,816,921	$88.55M	24.1%	N/A	15.477%
2/7/2024	Wealthspire Advisors LLC	11,879	$41K	0.0%	-26.2%	0.007%
2/5/2024	Victory Capital Management Inc.	11,116	$38K	0.0%	N/A	0.007%
1/31/2024	American Financial Advisors LLC	10,000	$34K	0.0%	N/A	0.006%
1/25/2024	Instrumental Wealth LLC	156,305	$531K	0.6%	+315.6%	0.094%
1/24/2024	Stratos Wealth Partners LTD.	15,265	$52K	0.0%	-16.4%	0.009%
1/16/2024	Raymond James Financial Services Advisors Inc.	10,583	$36K	0.0%	N/A	0.006%
11/15/2023	Knighthead Capital Management LLC	60,563,002	$125.37M	4.0%	N/A	238.625%
11/8/2023	Pathstone Family Office LLC	17,711	$37K	0.0%	N/A	0.070%
11/8/2023	Vanguard Personalized Indexing Management LLC	17,882	$37K	0.0%	N/A	0.070%
10/24/2023	Stratos Wealth Partners LTD.	18,265	$38K	0.0%	N/A	0.072%
10/18/2023	Instrumental Wealth LLC	37,606	$78K	0.1%	N/A	0.148%
10/18/2023	UMB Bank n.a.	26,660	$55K	0.0%	N/A	0.105%
8/11/2023	Delta Air Lines Inc.	5,200,099	$6.08M	1.9%	-90.0%	20.668%
8/9/2023	Saltoro Capital LP	77,912	$91K	0.1%	N/A	0.310%
8/9/2023	Lido Advisors LLC	21,442	$25K	0.0%	-76.8%	0.085%
8/1/2023	Cookson Peirce & Co. Inc.	30,000	$35K	0.0%	N/A	0.119%
7/18/2023	Arcus Capital Partners LLC	24,495	$29K	0.0%	-90.0%	0.097%
5/15/2023	Formula Growth Ltd.	279,806	$177K	0.1%	-68.4%	0.111%
5/12/2023	Financial Partners Group LLC	100,000	$63K	0.0%	+100.0%	0.040%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	464,513	$294K	0.0%	+123.1%	0.185%
4/28/2023	SG Americas Securities LLC	90,930	$58K	0.0%	+73.2%	0.036%
4/20/2023	Stonegate Investment Group LLC	961,735	$609K	0.0%	+12.7%	0.383%
4/20/2023	Pennsylvania Capital Management Inc. ADV	161,169	$102K	0.0%	N/A	0.064%
3/23/2023	MetLife Investment Management LLC	36,212	$37K	0.0%	-60.0%	0.015%
3/6/2023	Rockefeller Capital Management L.P.	483,740	$497K	0.0%	+3.2%	0.195%
2/10/2023	Connor Clark & Lunn Investment Management Ltd.	208,220	$214K	0.0%	N/A	0.084%
2/10/2023	Franklin Resources Inc.	2,837,152	$2.92M	0.0%	-59.8%	1.146%
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2/10/2023	Capital Square LLC	64,900	$67K	0.1%	+71.2%	0.026%
2/10/2023	Financial Partners Group LLC	50,000	$52K	0.0%	N/A	0.020%
2/9/2023	First Eagle Investment Management LLC	460,392	$474K	0.0%	N/A	0.186%
2/9/2023	MAI Capital Management	101,371	$104K	0.0%	+25.7%	0.041%
2/8/2023	Cambridge Investment Research Advisors Inc.	45,860	$47K	0.0%	-36.3%	0.019%
2/8/2023	Russell Investments Group Ltd.	133,799	$138K	0.0%	N/A	0.054%
2/7/2023	Moors & Cabot Inc.	18,600	$86K	0.0%	-36.1%	0.008%
2/1/2023	Bank of Montreal Can	114,176	$119K	0.0%	+276.3%	0.046%
1/31/2023	Cookson Peirce & Co. Inc.	50,000	$52K	0.0%	N/A	0.020%
1/30/2023	Annex Advisory Services LLC	184,723	$190K	0.0%	N/A	0.075%
1/24/2023	Stonegate Investment Group LLC	853,680	$879K	0.0%	+950.3%	0.345%
1/20/2023	Avestar Capital LLC	52,000	$54K	0.0%	+26.8%	0.021%
1/19/2023	Conservest Capital Advisors Inc.	46,039	$47K	0.0%	-20.0%	0.019%
1/10/2023	Gries Financial LLC	38,587	$40K	0.0%	N/A	0.016%
11/7/2022	Capital Planning LLC	43,635	$50K	0.0%	N/A	0.018%
11/7/2022	Virtu Financial LLC	53,042	$61K	0.0%	N/A	0.022%
11/4/2022	Commerce Bank	100,000	$115K	0.0%	N/A	0.041%
11/4/2022	Prudential Financial Inc.	74,965	$86K	0.0%	+19.8%	0.031%
11/4/2022	Independent Advisor Alliance	367,257	$422K	0.0%	+7.0%	0.150%
11/3/2022	Creative Planning	91,087	$105K	0.0%	+60.7%	0.037%
11/3/2022	Barclays PLC	129,432	$149K	0.0%	+64.4%	0.053%
11/2/2022	Rockefeller Capital Management L.P.	468,740	$538K	0.0%	+4.0%	0.192%
11/1/2022	Kestra Advisory Services LLC	90,088	$104K	0.0%	-17.2%	0.037%
11/1/2022	Gables Capital Management Inc.	52,100	$60K	0.0%	-24.5%	0.021%
10/31/2022	Wilbanks Smith & Thomas Asset Management LLC	66,237	$76K	0.0%	-19.6%	0.027%
10/31/2022	SG Americas Securities LLC	51,369	$59K	0.0%	-83.0%	0.021%
10/26/2022	Truist Financial Corp	39,500	$45K	0.0%	-26.9%	0.016%
10/26/2022	Avestar Capital LLC	41,000	$47K	0.0%	+121.6%	0.017%
10/25/2022	Raymond James Financial Services Advisors Inc.	173,448	$199K	0.0%	-8.8%	0.071%
10/13/2022	Hunter Perkins Capital Management LLC	28,600	$33K	0.0%	N/A	0.012%
10/13/2022	Conservest Capital Advisors Inc.	57,549	$66K	0.0%	+25.0%	0.024%
8/15/2022	Kestra Private Wealth Services LLC	17,600	$34K	0.0%	+29.4%	0.007%
8/12/2022	Robertson Stephens Wealth Management LLC	20,000	$39K	0.0%	N/A	0.008%
8/12/2022	FMR LLC	18,856,447	$36.77M	0.0%	-11.6%	7.723%
8/12/2022	Franklin Resources Inc.	10,709,146	$20.88M	0.0%	-6.7%	4.386%
8/9/2022	Swiss National Bank	143,900	$281K	0.0%	-17.4%	0.059%
8/9/2022	Capital Wealth Management LLC	17,042	$33K	0.0%	N/A	0.007%
8/9/2022	Stonegate Investment Group LLC	78,780	$154K	0.0%	+6.8%	0.032%
8/9/2022	Summit Trail Advisors LLC	128,771	$251K	0.0%	N/A	0.053%
8/8/2022	Moors & Cabot Inc.	28,100	$55K	0.0%	+51.1%	0.012%
8/8/2022	Level Four Advisory Services LLC	26,830	$52K	0.0%	-35.9%	0.011%
8/4/2022	Independent Advisor Alliance	343,327	$669K	0.0%	N/A	0.141%
8/4/2022	NorthRock Partners LLC	26,315	$51K	0.0%	N/A	0.011%
8/1/2022	ProShare Advisors LLC	17,881	$35K	0.0%	N/A	0.007%
7/29/2022	SG Americas Securities LLC	302,111	$589K	0.0%	N/A	0.124%
7/28/2022	Avestar Capital LLC	18,500	$36K	0.0%	+54.2%	0.008%
7/25/2022	Strs Ohio	101,200	$197K	0.0%	N/A	0.041%
7/22/2022	Aaron Wealth Advisors LLC	20,000	$39K	0.0%	-67.8%	0.008%
7/21/2022	RTD Financial Advisors Inc.	59,983	$117K	0.0%	-21.9%	0.025%
7/20/2022	Delta Investment Management LLC	31,056	$61K	0.0%	-24.4%	0.013%
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7/19/2022	Commonwealth Equity Services LLC	34,940	$68K	0.0%	+29.2%	0.014%
7/15/2022	Pennsylvania Capital Management Inc. ADV	86,769	$169K	0.1%	N/A	0.036%
7/15/2022	Unconventional Investor LLC	166,667	$325K	0.3%	N/A	0.068%
7/13/2022	Conservest Capital Advisors Inc.	46,039	$90K	0.0%	-20.0%	0.019%
7/13/2022	RGT Wealth Advisors LLC	45,241	$88K	0.0%	N/A	0.019%
7/12/2022	CFM Wealth Partners LLC	23,019	$45K	0.0%	N/A	0.009%
5/16/2022	Luxor Capital Group LP	412,448	$1.28M	0.0%	-77.2%	0.169%
5/12/2022	Healthcare of Ontario Pension Plan Trust Fund	1,166,100	$3.63M	0.0%	-87.0%	0.478%
5/11/2022	Delta Investment Management LLC	41,056	$128K	0.0%	N/A	0.017%
5/11/2022	CTC Capital Management LLC	16,600	$52K	0.1%	N/A	0.007%

(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, 66 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 50 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 91,282,537 shares in the last 24 months. This purchase volume represents approximately $263.05M in transactions.
Which Wheels Up Experience major shareholders have been selling company stock?: Of the 22 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 55,806,861 shares in the last 24 months. This volume of shares sold represents approximately $171.92M in transactions.