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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.92K+ 17.27% |
$32.9K - $64.9K
|
19.8K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
600New |
$6.76K - $13.3K
|
600
$7.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-550- 64.71% |
$6.19K - $12.2K
|
300
$3.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19.5K+ 73.79% |
$220K - $433K
|
45.9K
$572K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
27.3KNew |
$308K - $606K
|
27.3K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
900+ 8.58% |
$10.1K - $20K
|
11.4K
$142K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.16K- 98.3% |
$13K - $25.6K
|
20
$249
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.95K- 13.78% |
$67K - $132K
|
37.2K
$463K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
122New |
$1.37K - $2.71K
|
122
$1.52K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.16K+ 5.5% |
$24.3K - $47.9K
|
41.4K
$516K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
6KNew |
$67.6K - $133K
|
6K
$74.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-724- 56.34% |
$8.15K - $16.1K
|
561
$6.98K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.24KNew |
$14K - $27.6K
|
1.24K
$15.5K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$22.5 - $44.4
|
2
$24.9
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10K- 20.0% |
$113K - $222K
|
40K
$498K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$113K - $223K
|
10.1K
$125K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-194K- 69.34% |
$2.18M - $4.3M
|
85.6K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
26.9K+ 20.57% |
$303K - $598K
|
158K
$1.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10KNew |
$113K - $222K
|
10K
$125K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$11.3 - $22.2
|
1
$12.5
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
56+ 127.27% |
$631 - $1.24K
|
100
$1.25K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-450- 47.37% |
$5.07K - $9.99K
|
500
$6.23K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
685New |
$7.71K - $15.2K
|
685
$8.53K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
CALL |
10KNew |
$113K - $222K
|
10K
$125K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
342+ 216.46% |
$3.85K - $7.59K
|
500
$6.23K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5KNew |
$56.3K - $111K
|
5K
$62.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-7K- 41.18% |
$78.8K - $155K
|
10K
$125K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
45KNew |
$507K - $998K
|
45K
$560K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-377- 42.99% |
$4.25K - $8.37K
|
500
$6.23K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 50.0% |
$2.25K - $4.44K
|
200
$2.49K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
199K+ 83.35% |
$2.24M - $4.42M
|
438K
$5.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1K- 2.39% |
$11.3K - $22.2K
|
40.8K
$508K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
461+ 461.0% |
$5.19K - $10.2K
|
561
$6.98K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
230New |
$2.59K - $5.1K
|
230
$2.86K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.2KNew |
$13.5K - $26.6K
|
1.2K
$14.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
50+ 250.0% |
$563 - $1.11K
|
70
$872
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
338+ 1988.24% |
$3.81K - $7.5K
|
355
$4.42K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.64MNew |
$78.7M - $97.9M
|
3.64M
$45.4M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.3K+ 2608.0% |
$28.2K - $35.1K
|
1.35K
$16.9K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28.3KNew |
$611K - $760K
|
28.3K
$352K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
200New |
$4.32K - $5.38K
|
200
$2.49K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
35.5KNew |
$766K - $953K
|
35.5K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
51.2KNew |
$1.11M - $1.38M
|
51.2K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.38% |
$756 - $941
|
9.19K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-9.35K- 27.32% |
$202K - $251K
|
24.9K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-98.4K- 97.44% |
$2.12M - $2.64M
|
2.58K
$32.1K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-100K- 66.67% |
$2.16M - $2.69M
|
50K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
9.74KNew |
$210K - $262K
|
9.74K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-69- 0.59% |
$1.49K - $1.85K
|
11.6K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
50New |
$1.08K - $1.34K
|
50
$623
|
|