A detailed history of Advisor Group Holdings, Inc. transactions in Upland Software, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 13,273 shares of UPLD stock, worth $47,915. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,273
Previous 12,623 5.15%
Holding current value
$47,915
Previous $31,000 6.45%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$1.89 - $2.66 $1,228 - $1,729
650 Added 5.15%
13,273 $33,000
Q2 2024

Aug 13, 2024

BUY
$2.02 - $3.36 $2,020 - $3,360
1,000 Added 8.6%
12,623 $31,000
Q4 2023

Feb 12, 2024

BUY
$3.32 - $4.98 $11,454 - $17,181
3,450 Added 42.21%
11,623 $49,000
Q3 2023

Nov 13, 2023

BUY
$2.5 - $4.62 $1,250 - $2,310
500 Added 6.52%
8,173 $37,000
Q2 2023

Aug 10, 2023

SELL
$2.81 - $4.11 $2,992 - $4,377
-1,065 Reduced 12.19%
7,673 $27,000
Q1 2023

May 12, 2023

BUY
$3.99 - $9.25 $1,935 - $4,486
485 Added 5.88%
8,738 $37,000
Q4 2022

Feb 10, 2023

BUY
$6.34 - $8.72 $4,279 - $5,886
675 Added 8.91%
8,253 $58,000
Q3 2022

Nov 14, 2022

SELL
$8.12 - $15.23 $2,955 - $5,543
-364 Reduced 4.58%
7,578 $62,000
Q2 2022

Aug 10, 2022

BUY
$12.62 - $17.88 $1,362 - $1,931
108 Added 1.38%
7,942 $116,000
Q1 2022

May 04, 2022

SELL
$15.9 - $21.11 $60,197 - $79,922
-3,786 Reduced 32.58%
7,834 $138,000
Q3 2021

Nov 05, 2021

BUY
$33.44 - $41.68 $5,316 - $6,627
159 Added 1.39%
11,620 $388,000
Q2 2021

Aug 02, 2021

SELL
$38.95 - $51.09 $117,278 - $153,831
-3,011 Reduced 20.81%
11,461 $472,000
Q1 2021

May 13, 2021

BUY
$44.42 - $51.89 $67,829 - $79,236
1,527 Added 11.8%
14,472 $683,000
Q4 2020

Feb 10, 2021

SELL
$39.26 - $49.6 $46,994 - $59,371
-1,197 Reduced 8.46%
12,945 $594,000
Q3 2020

Nov 12, 2020

SELL
$31.45 - $41.08 $12,328 - $16,103
-392 Reduced 2.7%
14,142 $533,000
Q2 2020

Aug 14, 2020

BUY
$24.65 - $37.36 $49,398 - $74,869
2,004 Added 15.99%
14,534 $505,000
Q1 2020

May 18, 2020

BUY
$22.38 - $44.6 $280,421 - $558,838
12,530 New
12,530 $336,000

Others Institutions Holding UPLD

About Upland Software, Inc.


  • Ticker UPLD
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 31,778,000
  • Market Cap $115M
  • Description
  • Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. It offers a family of software applications under the Upland brand in the areas of marketing, sales, contact center, project management, information technology, business operations, and human resou...
More about UPLD
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