Morgan Stanley Upland Software, Inc. Transaction History

Morgan Stanley

$1.27 Trillion
Q2 2024

A detailed history of Morgan Stanley transactions in Upland Software, Inc. stock. As of the latest transaction made, Morgan Stanley holds 16,195 shares of UPLD stock, worth $38,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,195

Previous 21,736 25.49%

Holding current value

$38,058

Previous $67,000 40.3%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Oct 17, 2024	SELL	$2.02 - $3.36 $11,192 - $18,617	-5,541 Reduced 25.49%	16,195 $40,000
Q2 2024 Aug 14, 2024	SELL	$2.02 - $3.36 $11,192 - $18,617	-5,541 Reduced 25.49%	16,195 $40,000
Q1 2024 Oct 17, 2024	BUY	$2.36 - $4.89 $13,076 - $27,095	5,541 Added 34.21%	21,736 $67,000
Q1 2024 Aug 16, 2024	SELL	$2.36 - $4.89 $105,020 - $217,605	-44,500 Reduced 67.18%	21,736 $67,000
Q1 2024 May 15, 2024	SELL	$2.36 - $4.89 $105,020 - $217,605	-44,500 Reduced 67.18%	21,736 $67,000
Q4 2023 Aug 16, 2024	BUY	$3.32 - $4.98 $166,136 - $249,204	50,041 Added 308.99%	66,236 $280,000
Q4 2023 Feb 13, 2024	BUY	$3.32 - $4.98 $126,953 - $190,430	38,239 Added 136.58%	66,236 $280,000
Q3 2023 Nov 15, 2023	SELL	$2.5 - $4.62 $77,237 - $142,734	-30,895 Reduced 52.46%	27,997 $129,000
Q2 2023 Aug 14, 2023	SELL	$2.81 - $4.11 $70,620 - $103,292	-25,132 Reduced 29.91%	58,892 $212,000
Q1 2023 May 15, 2023	SELL	$3.99 - $9.25 $619,279 - $1.44 Million	-155,208 Reduced 64.88%	84,024 $361,000
Q4 2022 Feb 14, 2023	BUY	$6.34 - $8.72 $7,430 - $10,219	1,172 Added 0.49%	239,232 $1.71 Million
Q3 2022 Nov 14, 2022	BUY	$8.12 - $15.23 $626,660 - $1.18 Million	77,175 Added 47.97%	238,060 $1.94 Million
Q2 2022 Oct 27, 2022	BUY	$12.62 - $17.88 $1.25 Million - $1.77 Million	99,152 Added 160.61%	160,885 $2.34 Million
Q2 2022 Aug 15, 2022	BUY	$12.62 - $17.88 $1.25 Million - $1.77 Million	99,152 Added 160.61%	160,885 $2.34 Million
Q1 2022 Oct 27, 2022	SELL	$15.9 - $21.11 $1.58 Million - $2.09 Million	-99,152 Reduced 61.63%	61,733 $1.09 Million
Q1 2022 May 13, 2022	SELL	$15.9 - $21.11 $1.53 Million - $2.03 Million	-96,319 Reduced 60.94%	61,733 $1.09 Million
Q4 2021 Feb 14, 2022	BUY	$17.94 - $34.13 $2.07 Million - $3.93 Million	115,175 Added 268.62%	158,052 $2.83 Million
Q3 2021 Nov 15, 2021	BUY	$33.44 - $41.68 $1.43 Million - $1.79 Million	42,877 New	42,877 $1.43 Million

Others Institutions Holding UPLD

# of Institutions

Shares Held

17.2M

Call Options Held

11.6K

Put Options Held

47.4K

View Full List

About Upland Software, Inc.

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $74.7M
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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