Raymond James Financial Services Advisors, Inc. Upland Software, Inc. Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 08, 2022	SELL	$17.94 - $34.13 $281,119 - $534,817	-15,670 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$38.95 - $51.09 $6,193 - $8,123	-159 Reduced 1.0%	15,670 $645,000
Q1 2021 May 14, 2021	SELL	$44.42 - $51.89 $44,420 - $51,890	-1,000 Reduced 5.94%	15,829 $747,000
Q4 2020 Feb 12, 2021	BUY	$39.26 - $49.6 $31,957 - $40,374	814 Added 5.08%	16,829 $772,000
Q3 2020 Nov 04, 2020	SELL	$31.45 - $41.08 $7,862 - $10,270	-250 Reduced 1.54%	16,015 $604,000
Q2 2020 Jul 17, 2020	BUY	$24.65 - $37.36 $103,037 - $156,164	4,180 Added 34.59%	16,265 $565,000
Q1 2020 Apr 21, 2020	SELL	$22.38 - $44.6 $477,253 - $951,095	-21,325 Reduced 63.83%	12,085 $324,000
Q4 2019 Feb 12, 2020	BUY	$34.8 - $40.85 $298,758 - $350,697	8,585 Added 34.58%	33,410 $1.19 Million
Q3 2019 Nov 07, 2019	BUY	$33.68 - $47.74 $35,027 - $49,649	1,040 Added 4.37%	24,825 $865,000
Q2 2019 Aug 06, 2019	BUY	$40.03 - $52.77 $45,113 - $59,471	1,127 Added 4.97%	23,785 $1.08 Million
Q4 2018 Feb 11, 2019	BUY	$25.54 - $36.67 $17,878 - $25,669	700 Added 3.19%	22,658 $616,000
Q3 2018 Nov 14, 2018	SELL	$30.9 - $37.94 $71,688 - $88,020	-2,320 Reduced 9.56%	21,958 $709,000
Q2 2018 Jul 30, 2018	SELL	$27.16 - $36.47 $133,545 - $179,322	-4,917 Reduced 16.84%	24,278 $834,000
Q1 2018 Apr 16, 2018	BUY	$21.49 - $30.09 $627,400 - $878,477	29,195 New	29,195 $841,000

Others Institutions Holding UPLD

# of Institutions

Shares Held

15.9M

Call Options Held

9.3K

Put Options Held

Vanguard Group Inc Valley Forge, PA

1.9M
Shares

$6.85 Million
0.0% of portfolio
New South Capital Management Inc Memphis, TN

1.43M
Shares

$5.18 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.36M
Shares

$4.91 Million
0.0% of portfolio
Castle Knight Management LP New York, NY

1.33M
Shares

$4.81 Million
0.15% of portfolio
Acadian Asset Management LLC Boston, MA

1.33M
Shares

$4.81 Million
0.01% of portfolio

View Full List

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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