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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$540 - $672
|
25
$311
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
10.3KNew |
$223K - $277K
|
10.3K
$128K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13KNew |
$281K - $350K
|
13K
$162K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-100- 0.59% |
$2.16K - $2.69K
|
16.9K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.3KNew |
$223K - $278K
|
10.3K
$129K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.1K- 37.05% |
$261K - $324K
|
20.5K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
372New |
$8.04K - $10K
|
372
$4.63K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
8.79KNew |
$190K - $236K
|
8.79K
$109K
|
|
|
Apr 29, 2024
Q1 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
156KNew |
$3.38M - $4.2M
|
156K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
60KNew |
$1.3M - $1.61M
|
60K
$746K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
250New |
$5.4K - $6.72K
|
250
$3.11K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
192New |
$4.15K - $5.16K
|
192
$2.39K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$10.8K - $13.4K
|
500
$6.23K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
350New |
$7.56K - $9.41K
|
350
$4.36K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.2KNew |
$264K - $329K
|
12.2K
$152K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$2.16K - $2.69K
|
100
$1.25K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-3.79K- 28.54% |
$81.8K - $102K
|
9.48K
$118K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-6.64K- 34.17% |
$143K - $178K
|
12.8K
$159K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-46.8K- 83.52% |
$1.01M - $1.26M
|
9.24K
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-46.2K- 76.87% |
$998K - $1.24M
|
13.9K
$173K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 3.57% |
$432 - $538
|
580
$7.22K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.5K- 20.28% |
$32.4K - $40.3K
|
5.9K
$73.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.7KNew |
$209K - $261K
|
9.7K
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400New |
$8.64K - $10.8K
|
400
$4.98K
|
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
7.31K+ 13.54% |
$158K - $196K
|
61.3K
$763K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22.8KNew |
$492K - $612K
|
22.8K
$283K
|
|
|
Apr 09, 2024
Q1 2024
|
Renaissance Capital LLC
|
BUY
|
- |
7.27K+ 2.99% |
$157K - $195K
|
250K
$3.12M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-104K- 9.49% |
$2.25M - $2.8M
|
993K
$12.4M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$6.48K - $8.06K
|
300
$3.74K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.17M+ 184.63% |
$17.5M - $30.8M
|
1.81M
$22.5M
|
|
|
Feb 14, 2025
Q4 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-7.89K- 47.18% |
$118K - $207K
|
8.84K
$110K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
75New |
$1.12K - $1.97K
|
75
$934
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
426+ 3.07% |
$6.36K - $11.2K
|
14.3K
$178K
|
|
|
Jun 03, 2024
Q4 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
28.2KNew |
$421K - $741K
|
28.2K
$351K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-117- 73.58% |
$1.75K - $3.07K
|
42
$523
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
98New |
$1.46K - $2.57K
|
98
$1.22K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
18.3KNew |
$274K - $481K
|
18.3K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3KNew |
$273K - $480K
|
18.3K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Harbourvest Partners LLC
Boston, MA |
SELL
|
- |
-13.2K- 17.22% |
$198K - $348K
|
63.7K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
124KNew |
$1.85M - $3.25M
|
124K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Adams Street Partners LLC
Chicago, IL |
BUY
|
- |
425K+ 373.1% |
$6.35M - $11.2M
|
539K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$151K - $265K
|
10.1K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-29- 67.44% |
$433 - $762
|
14
$174
|
|
|
Feb 14, 2024
Q4 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
26.4KNew |
$395K - $694K
|
26.4K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$18.9K - $33.2K
|
1.26K
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
12KNew |
$179K - $315K
|
12K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1K+ 33333.33% |
$14.9K - $26.3K
|
1K
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
33.3KNew |
$497K - $874K
|
33.3K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.76KNew |
$131K - $230K
|
8.76K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
59.5KNew |
$888K - $1.56M
|
59.5K
$740K
|
|