UP Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 0.13%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $72,169.02

Wheels Up Experience Insider Trading History Chart

Wheels Up Experience Share Price & Price History

^$2.09

▼ -0.04 (-1.88%)

As of 11/20/2024 01:00 AM ET

Days: 30 | 90 | 365

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Wheels Up Experience Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/13/2024	Laura Heltebran	Insider	Sell	28,413	$2.54	$72,169.02	37,707
9/13/2023	Mark Briffa	Insider	Sell	9,904	$3.64	$36,050.56	69,017
11/7/2022	Vinayak Hegde	President	Sell	959	$15.80	$15,152.20	206,538
9/19/2022	Vinayak Hegde	President	Sell	2,156	$14.90	$32,124.40	207,497
6/1/2022	David J. Adelman	Director	Buy	25,000	$26.00	$650,000.00	85,000
11/18/2021	David J. Adelman	Director	Buy	10,000	$49.00	$490,000.00

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SEC Filings (Institutional Ownership Changes) for Wheels Up Experience (NYSE:UP)

98.20% of Wheels Up Experience stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Wheels Up Experience Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/19/2024	Barclays PLC	127,939	$0.31M	0.0%	+320.8%	0.018%
11/16/2024	Geode Capital Management LLC	1,965,280	$4.76M	0.0%	+57.6%	0.282%
11/15/2024	Barclays PLC	127,939	$0.31M	0.0%	+320.8%	0.018%
11/15/2024	State Street Corp	1,322,891	$3.20M	0.0%	+41.9%	0.190%
11/15/2024	Stifel Financial Corp	16,884	$41K	0.0%	N/A	0.002%
11/15/2024	Kore Advisors LP	25,608,638	$61.97M	17.8%	-0.8%	3.671%
11/13/2024	The Manufacturers Life Insurance Company	99,843	$0.24M	0.0%	-15.2%	0.014%
11/12/2024	Charles Schwab Investment Management Inc.	796,827	$1.93M	0.0%	+277.2%	0.114%
11/9/2024	Intech Investment Management LLC	36,233	$88K	0.0%	N/A	0.005%
10/21/2024	Koss Olinger Consulting LLC	10,765	$26K	0.0%	N/A	0.002%
10/3/2024	SG Americas Securities LLC	23,032	$56K	0.0%	N/A	0.003%
8/15/2024	The Manufacturers Life Insurance Company	117,772	$0.22M	0.0%	+44.4%	0.017%
8/9/2024	Renaissance Technologies LLC	15,000	$28K	0.0%	N/A	0.002%
8/1/2024	Rhumbline Advisers	87,332	$0.17M	0.0%	+15,329.7%	0.013%
8/1/2024	CIBC Asset Management Inc	19,555	$37K	0.0%	N/A	0.003%
7/26/2024	Instrumental Wealth LLC	126,595	$0.24M	0.2%	-33.1%	0.018%
7/26/2024	Bank of New York Mellon Corp	264,377	$0.50M	0.0%	+1,399.2%	0.038%
5/29/2024	Instrumental Wealth LLC	189,268	$0.55M	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%
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	$0.29M	0.2%	N/A	0.014%
4/17/2024	Cannon Global Investment Management LLC	50,500	$0.15M	0.4%	N/A	0.007%
4/10/2024	CVA Family Office LLC	60,850	$0.18M	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	$0.53M	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	$0.18M	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	$0.29M	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	$0.61M	0.0%	+12.7%	0.383%
4/20/2023	Pennsylvania Capital Management Inc. ADV	161,169	$0.10M	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	$0.50M	0.0%	+3.2%	0.195%
2/10/2023	Connor Clark & Lunn Investment Management Ltd.	208,220	$0.21M	0.0%	N/A	0.084%
2/10/2023	Franklin Resources Inc.	2,837,152	$2.92M	0.0%	-59.8%	1.146%
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	$0.47M	0.0%	N/A	0.186%
2/9/2023	MAI Capital Management	101,371	$0.10M	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	$0.14M	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	$0.12M	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	$0.19M	0.0%	N/A	0.075%
1/24/2023	Stonegate Investment Group LLC	853,680	$0.88M	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	$0.12M	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	$0.42M	0.0%	+7.0%	0.150%
11/3/2022	Creative Planning	91,087	$0.11M	0.0%	+60.7%	0.037%
11/3/2022	Barclays PLC	129,432	$0.15M	0.0%	+64.4%	0.053%
11/2/2022	Rockefeller Capital Management L.P.	468,740	$0.54M	0.0%	+4.0%	0.192%
11/1/2022	Kestra Advisory Services LLC	90,088	$0.10M	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	$0.20M	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	$0.28M	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	$0.15M	0.0%	+6.8%	0.032%
8/9/2022	Summit Trail Advisors LLC	128,771	$0.25M	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	$0.67M	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	$0.59M	0.0%	N/A	0.124%

Data available starting January 2016

Wheels Up Experience Inc. provides private aviation services in the United States and internationally. The company offers membership programs consisting of Connect that offers members variable dynamic pricing on a per trip basis and flexibility on their schedule; Core for private flyers; and UP for Business for small and medium enterprise, and large corporate customers for whom it is primary provider of private flights, as well as supplementary solution to their own aircraft operations. It also provides charter flight solutions for passenger groups, sports teams, corporate event, and tour operations, as well as global passenger, cargo, emergency, and government services; wholesale and group charter services; maintenance, repair, and operations services; fixed-base operator services; safety and security services; and government, defense, emergency, and medical transport missions. It serves individuals, small and medium enterprises, and corporate customers. As of December 31, 2023, the company operated a fleet of 185 owned and leased aircraft. Wheels Up Experience Inc. was founded in 2013 and is headquartered in Chamblee, Georgia.

Today's Range

Now: $2.09

$2.05

$2.15

50 Day Range

MA: $2.16

$1.96

$2.46

52 Week Range

Now: $2.09

$1.40

$6.08

Volume

478,302 shs

Average Volume

1,016,916 shs

Market Capitalization

$1.46 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

2.24

Who are the company insiders with the largest holdings of Wheels Up Experience?: Wheels Up Experience's top insider investors include:
Mark Briffa (Insider)
Mark Briffa (CEO)
Laura Heltebran (Insider)
Learn More about top insider investors at Wheels Up Experience.
Who are the major institutional investors of Wheels Up Experience?: Wheels Up Experience's top institutional shareholders include:
Kore Advisors LP — 3.67%
Geode Capital Management LLC — 0.28%
State Street Corp — 0.19%
Charles Schwab Investment Management Inc. — 0.11%
Barclays PLC — 0.02%
Barclays PLC — 0.02%
Learn More about top institutional investors of Wheels Up Experience stock.
Which major investors are selling Wheels Up Experience stock?: In the previous quarter, UP stock was sold by these institutional investors:
Whitebox Advisors LLC
Kore Advisors LP
The Manufacturers Life Insurance Company
Within the previous year, company insiders that have sold Wheels Up Experience company stock include:
Mark Briffa (Insider)
Mark Briffa (CEO)
Learn More investors selling Wheels Up Experience stock.
Which major investors are buying Wheels Up Experience stock?: In the last quarter, UP stock was purchased by institutional investors including:
Geode Capital Management LLC
Charles Schwab Investment Management Inc.
State Street Corp
Barclays PLC
Barclays PLC
Intech Investment Management LLC
SG Americas Securities LLC
Stifel Financial Corp