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 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
470+ 1.03% |
$7.02K - $12.3K
|
46.2K
$676K
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-413- 1.07% |
$6.17K - $10.8K
|
38.3K
$561K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
61.6KNew |
$920K - $1.62M
|
61.6K
$901K
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
24KNew |
$359K - $630K
|
24K
$351K
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
25KNew |
$374K - $657K
|
25K
$366K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
87.8KNew |
$1.31M - $2.31M
|
87.8K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1.6KNew |
$23.9K - $42K
|
1.6K
$23.4K
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
12.2KNew |
$182K - $320K
|
12.2K
$179K
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
471New |
$7.04K - $12.4K
|
471
$6.9K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-202- 39.38% |
$3.02K - $5.3K
|
311
$4.55K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-25.1K- 99.67% |
$375K - $660K
|
83
$1.22K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
600KNew |
$8.96M - $15.8M
|
600K
$8.78M
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.5K- 11.83% |
$37.3K - $65.6K
|
18.6K
$273K
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
14.2KNew |
$213K - $374K
|
14.2K
$208K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22.9KNew |
$342K - $601K
|
22.9K
$335K
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
149KNew |
$2.22M - $3.91M
|
149K
$2.18M
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
92New |
$1.37K - $2.42K
|
92
$1.35K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
140New |
$2.09K - $3.68K
|
140
$2.05K
|
|
Feb 12, 2024
Q4 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
8.84KNew |
$132K - $232K
|
8.84K
$129K
|
|
Feb 12, 2024
Q4 2023
|
Accel Growth Fund Iv Associates L.L.C.
Palo Alto, CA |
SELL
|
- |
-1.53M- 24.98% |
$22.8M - $40.1M
|
4.59M
$67.1M
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$139K - $244K
|
9.31K
$136K
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.96KNew |
$44.2K - $77.7K
|
2.96K
$43.3K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.77K- 20.08% |
$86.2K - $151K
|
23K
$336K
|
|
Feb 12, 2024
Q4 2023
|
Portman LTD
Grand Cayman, E9 |
BUY
|
- |
1.17M+ 145.55% |
$17.5M - $30.8M
|
1.98M
$29M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-330- 24.7% |
$4.93K - $8.67K
|
1.01K
$14.7K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8New |
$120 - $210
|
8
$117
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1KNew |
$14.9K - $26.3K
|
1K
$14.6K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-40- 7.22% |
$598 - $1.05K
|
514
$7.52K
|
|
Feb 08, 2024
Q4 2023
|
Alphabet Inc.
Mountain View, CA |
SELL
|
- |
-7.03M- 50.0% |
$105M - $185M
|
7.03M
$103M
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
15KNew |
$224K - $394K
|
15K
$220K
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
857New |
$12.8K - $22.5K
|
857
$12.5K
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
20KNew |
$299K - $525K
|
20K
$293K
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-3.07K- 12.91% |
$45.8K - $80.6K
|
20.7K
$303K
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1.16KNew |
$17.3K - $30.5K
|
1.16K
$17K
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
20KNew |
$299K - $525K
|
20K
$293K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.33K- 62.74% |
$139K - $245K
|
5.54K
$81.1K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.74KNew |
$131K - $229K
|
8.74K
$128K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
274New |
$4.09K - $7.2K
|
274
$4.01K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-899- 65.14% |
$13.4K - $23.6K
|
481
$7.04K
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-335- 2.19% |
$5K - $8.8K
|
15K
$219K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
29.9KNew |
$447K - $786K
|
29.9K
$438K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2KNew |
$29.9K - $52.5K
|
2K
$29.3K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
598+ 4.95% |
$8.93K - $15.7K
|
12.7K
$186K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.97KNew |
$134K - $236K
|
8.97K
$131K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
263New |
$3.93K - $6.91K
|
263
$3.85K
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
43.9KNew |
$657K - $1.15M
|
43.9K
$643K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-1K- 50.0% |
$14.9K - $26.3K
|
1K
$14.6K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
203K+ 353.11% |
$3.04M - $5.34M
|
261K
$3.82M
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-8.2KClosed |
$123K - $215K
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$26K - $45.6K
|
1.74K
$25.4K
|