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

17.2M

Call Options Held

11.6K

Put Options Held

47.4K

Vanguard Group Inc Valley Forge, PA

1.9M
Shares

$4.1 Million
0.0% of portfolio
New South Capital Management Inc Memphis, TN

1.43M
Shares

$3.1 Million
0.17% of portfolio
Acadian Asset Management LLC Boston, MA

1.33M
Shares

$2.88 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.33M
Shares

$2.87 Million
0.0% of portfolio
Castle Knight Management LP New York, NY

1.33M
Shares

$2.86 Million
0.17% 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 $68.6M
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.

Account