Latest Institutional Transactions on Ui Path, Inc. (PATH)
This table provides information on the latest institutional transactions involving Ui Path, Inc. (PATH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.2KNew |
$289K - $375K
|
24.2K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
48.3K+ 231.98% |
$577K - $748K
|
69.1K
$996K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
148+ 27.16% |
$1.77K - $2.29K
|
693
$10K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
78.8KNew |
$941K - $1.22M
|
78.8K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 5.41% |
$1.2K - $1.55K
|
1.95K
$28.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30.3KNew |
$362K - $470K
|
30.3K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-367- 91.75% |
$4.39K - $5.69K
|
33
$476
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
314+ 138.94% |
$3.75K - $4.87K
|
540
$7.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
75.4K+ 67.17% |
$901K - $1.17M
|
188K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
836+ 3.06% |
$9.99K - $13K
|
28.1K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.35M- 6.43% |
$16.1M - $20.9M
|
19.6M
$283M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
22.1KNew |
$264K - $342K
|
22.1K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
119K+ 60.62% |
$1.42M - $1.84M
|
314K
$4.53M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.11K- 10.17% |
$61.1K - $79.3K
|
45.1K
$651K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
12.5KNew |
$149K - $194K
|
12.5K
$180K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.65K+ 21.17% |
$67.5K - $87.6K
|
32.3K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
25.3K+ 32.27% |
$302K - $392K
|
104K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
246KNew |
$2.93M - $3.81M
|
246K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-745- 3.0% |
$8.9K - $11.5K
|
24.1K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20KNew |
$239K - $310K
|
20K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
804+ 47.77% |
$9.61K - $12.5K
|
2.49K
$35.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.38K+ 146.36% |
$88.2K - $114K
|
12.4K
$179K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
36.1KNew |
$431K - $559K
|
36.1K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.8K- 6.81% |
$33.5K - $43.4K
|
38.3K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
24.2KNew |
$289K - $375K
|
24.2K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
736+ 5.26% |
$8.8K - $11.4K
|
14.7K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.7K- 3.35% |
$223K - $289K
|
539K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-64.5K- 15.22% |
$771K - $1M
|
359K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 30.89% |
$4.78K - $6.2K
|
895
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.38K- 6.45% |
$16.5K - $21.4K
|
20K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
431K+ 29.66% |
$5.16M - $6.69M
|
1.89M
$27.2M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
759+ 33.42% |
$9.07K - $11.8K
|
3.03K
$43.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.42K- 87.43% |
$64.8K - $84K
|
779
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215+ 0.82% |
$2.57K - $3.33K
|
26.3K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.95K- 1.8% |
$107K - $139K
|
487K
$7.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.3KNew |
$135K - $176K
|
11.3K
$164K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 1.52% |
$1.2K - $1.55K
|
6.67K
$96.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-55- 3.45% |
$657 - $853
|
1.54K
$22.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 81.48% |
$263 - $341
|
5
$72.2
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-195K- 50.55% |
$2.32M - $3.02M
|
190K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-116- 3.38% |
$1.39K - $1.8K
|
3.32K
$47.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
16.1KNew |
$193K - $250K
|
16.1K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 108.33% |
$311 - $403
|
50
$722
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-54.7K- 13.58% |
$653K - $847K
|
348K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.4K- 11.0% |
$160K - $207K
|
108K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
192New |
$2.29K - $2.98K
|
192
$2.77K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.58M- 11.15% |
$18.9M - $24.5M
|
12.6M
$182M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-25.8K- 11.25% |
$308K - $400K
|
204K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
41+ 8.2% |
$490 - $636
|
541
$7.81K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
62New |
$741 - $961
|
62
$895
|