Wheels Up Experience Ownership | Who Owns Wheels Up Experience?
Wheels Up Experience Ownership Summary
13.40% insiders, and 86.60% retail investors. Unconventional investor is the largest institutional shareholder, holding 0.00% of UP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.64% of its assets in Wheels Up Experience shares.
UP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wheels Up Experience | - | 13.40% | 86.60% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Unconventional investor | 16.67K | 0.00% | $31.50K |
| West oak capital | 25.00 | - | $47.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Unconventional investor | 16.67K | 0.02% | $31.50K |
| West oak capital | 25.00 | - | $47.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| West oak capital | 25.00 | - | 25.00 |
| Unconventional investor | 16.67K | 0.02% | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Unconventional investor | 16.67K | 0.02% | - |
| West oak capital | 25.00 | - | 25.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| West oak capital | 25.00 | - | 25.00 | $47.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 2 | - | 16,716 | 0.15% | - | 41745.83% | 1 | - | - | - |
| Jun 30, 2024 | 2 | 100.00% | 16,691 | 0.15% | - | 41729.17% | 1 | - | - | - |
| Mar 31, 2024 | 1 | - | 16,666 | - | - | 41600.00% | - | - | - | - |
| Dec 31, 2023 | 1 | - | 16,666 | - | - | 41666.67% | - | - | - | - |
| Sep 30, 2023 | 1 | -75.00% | 16,666 | -52.25% | - | 9550.00% | - | - | - | -100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.46M | 0.64% | - |
| iShares Russell 2000 ETF | 2.34M | 0.34% | -5.26K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.38M | 0.20% | - |
| Fidelity Small Cap Index | 924.50K | 0.13% | -15.84K |
| iShares Russell 2000 Growth ETF | 864.51K | 0.12% | - |
| Fidelity Extended Market Index | 527.59K | 0.08% | 415.17K |
| Schwab US Small-Cap ETF™ | 429.23K | 0.06% | - |
| Vanguard Russell 2000 ETF | 408.68K | 0.06% | -2.55K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 408.88K | 0.06% | -18.40K |
| First Trust Small Cap Gr AlphaDEX® ETF | 364.73K | 0.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | Moak Donald Lee | - | Sell | $50.00K |
| Nov 26, 2024 | Moak Donald Lee | - | Sell | $53.76K |
| Nov 25, 2024 | Briffa Mark | EVP, Charter & CEO Air Partner | Sell | $24.46K |
| Mar 13, 2024 | Heltebran Laura | Chief Legal Officer | Sell | $72.17K |
| Mar 13, 2024 | Briffa Mark | EVP, Charter & CEO Air Partner | Sell | $14.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | 1 | - |
UP Ownership FAQ
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