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Get Institutions for : 
Wheels Up Experience Ord Shs Class A (UP)  
$2.23 0.13 (5.51%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    7
Total shares held : 
 555,638,125  
% of shares held : 
 79.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 400,363,987  
% of shares held change : 
   57.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $2.11  
Last Quarter's Ending Price : 
 $3.43  
Last Quarter's Average Price : 
 $1.94  
Change from last quarter's     
avg. price to the last closing  : 
0.29 (14.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 727,235
 0.13%
 
Increased Positions :
17
 400,164,286
 72.02%
 
Unchanged Positions :
27
 26,478,940
 4.77%
 
Decreased Positions :
21
-150,063
-0.03%
 
Closed Positions :
14
-377,471
-0.07%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GEODE CAPITAL MANAGEMENT LLC 3594 - 2023-12-31 152,873 $525,000 -17,552
   RENAISSANCE TECHNOLOGIES LLC 2799 - 2023-12-31 140,270 $481,000 -107,600
   MARINER WEALTH ADVISORS, LLC 1954 - 2023-12-31 139,814 $480,000 -2,103
   FMR LLC 2606 - 2023-12-31 112,106 $385,000 -932
   DIMENSIONAL FUND ADVISORS INC 3216 - 2023-12-31 47,217 $162,000 -4,266
   LPL FINANCIAL CORP 4542 - 2023-12-31 16,619 $57,000 -519
   BANK OF NEW YORK MELLON CORP 3938 - 2024-03-31 17,635 $51,000 -5,055
   Sontag Advisory LLC 632 - 2023-12-31 11,879 $41,000 -4,207
   GABLES CAPITAL MANAGEMENT INC. 278 - 2023-12-31 4,480 $15,000 -2,130
   ROYAL BANK OF CANADA 5734 - 2023-12-31 3,573 $12,000 -125
   ANCORA ADVISORS, LLC 1218 - 2023-12-31 3,015 $10,000 -321
   SIMPLEX TRADING LLC 1978 - 2024-03-31 1,880 $5,000 -1,089
   WELLS FARGO & CO/MN 5263 - 2023-12-31 1,341 $5,000 -1,780
   Advisor Group Holdings Inc. 6037 - 2023-12-31 1,245 $4,000 -771
   EverSource Wealth Advisors LLC 2314 - 2023-12-31 212 $1,000 -216
   Goss Wealth Management LLC 3570 - 2023-12-31 10 $0 -15
   TRUSTCORE FINANCIAL SERVICES LLC 1046 - 2022-12-31 3 $0 -100
   CITIGROUP INC 4586 - 2023-12-31 17 $0 -20
   KISTLERTIFFANY COMPANIES, LLC 909 - 2023-06-30 50 $0 -450
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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