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 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
7New |
$87.6 - $136
|
7
$87.1
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-29- 72.5% |
$363 - $564
|
11
$137
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.1KNew |
$151K - $235K
|
12.1K
$150K
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
32.9KNew |
$412K - $641K
|
32.9K
$410K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-380- 3.31% |
$4.75K - $7.39K
|
11.1K
$138K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
30New |
$375 - $584
|
30
$374
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
237New |
$2.96K - $4.61K
|
237
$2.95K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$113 - $175
|
9
$112
|
|
Q1 2023 | |||||||
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
400New |
$4.55K - $7.04K
|
400
$4.98K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
100New |
$1.14K - $1.76K
|
100
$1.25K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
196+ 4900.0% |
$2.23K - $3.45K
|
200
$2.49K
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
16.2KNew |
$185K - $286K
|
16.2K
$202K
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-240- 1.05% |
$2.73K - $4.22K
|
22.6K
$281K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.01K- 92.78% |
$22.8K - $35.3K
|
156
$1.94K
|
|
May 15, 2023
Q1 2023
|
Harvard Management CO Inc
Boston, MA |
BUY
|
- |
69.1KNew |
$786K - $1.22M
|
69.1K
$860K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 34.96% |
$140K - $216K
|
22.9K
$285K
|
|
May 15, 2023
Q1 2023
|
Twenty Acre Capital LP
Newtown, PA |
SELL
|
- |
-93.3K- 28.25% |
$1.06M - $1.64M
|
237K
$2.95M
|
|
May 15, 2023
Q1 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
100KNew |
$1.14M - $1.76M
|
100K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.79M+ 479.06% |
$54.5M - $84.4M
|
5.79M
$72.1M
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
22.7KNew |
$259K - $400K
|
22.7K
$283K
|
|
May 15, 2023
Q1 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
10.3KNew |
$117K - $181K
|
10.3K
$128K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-9- 0.57% |
$102 - $158
|
1.58K
$19.7K
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$114 - $176
|
10
$125
|
|
May 12, 2023
Q1 2023
|
Trustees Of The University Of Pennsylvania
Philadelphia, PA |
BUY
|
- |
32.1KNew |
$366K - $565K
|
32.1K
$400K
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
20KNew |
$228K - $353K
|
20K
$249K
|
|
May 12, 2023
Q1 2023
|
Hershey Trust CO
Hershey, PA |
BUY
|
- |
8KNew |
$91.1K - $141K
|
8K
$99.6K
|
|
May 12, 2023
Q1 2023
|
Schf (Gpe), LLC
Wilson, WY |
BUY
|
- |
15.3KNew |
$174K - $269K
|
15.3K
$190K
|
|
May 11, 2023
Q1 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-476- 24.6% |
$5.42K - $8.38K
|
1.46K
$18.2K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.52K- 77.94% |
$28.7K - $44.4K
|
714
$8.89K
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-406- 0.74% |
$4.62K - $7.15K
|
54.7K
$681K
|
|
May 11, 2023
Q1 2023
|
Founders Circle Capital LLC
|
SELL
|
- |
-405KClosed |
$4.6M - $7.12M
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Washington University
St Louis, MO |
BUY
|
- |
20KNew |
$228K - $353K
|
20K
$249K
|
|
May 10, 2023
Q1 2023
|
Bp PLC
|
BUY
|
- |
12.7KNew |
$144K - $223K
|
12.7K
$158K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.79KNew |
$20.3K - $31.5K
|
1.79K
$22.2K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$56.9 - $88
|
5
$62.3
|
|
May 09, 2023
Q1 2023
|
Pathway Capital Management, LP
Irvine, CA |
BUY
|
- |
304KNew |
$3.46M - $5.36M
|
304K
$3.79M
|
|
May 05, 2023
Q1 2023
|
Madrona Venture Group, LLC
|
BUY
|
- |
608KNew |
$6.92M - $10.7M
|
608K
$7.57M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62New |
$706 - $1.09K
|
62
$772
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-120- 4.85% |
$1.37K - $2.11K
|
2.36K
$29.3K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$3.41K - $5.28K
|
300
$3.74K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.46% |
$34.1 - $52.8
|
208
$2.59K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100New |
$1.14K - $1.76K
|
100
$1.25K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
101New |
$1.15K - $1.78K
|
101
$1.26K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
678New |
$7.72K - $11.9K
|
678
$8.44K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.5KNew |
$74K - $114K
|
6.5K
$80.9K
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
360KNew |
$4.09M - $6.33M
|
360K
$4.48M
|
|
Apr 05, 2023
Q1 2023
|
Mass General Brigham, Inc
|
BUY
|
- |
52.1KNew |
$593K - $917K
|
52.1K
$649K
|
|
Q4 2022 | |||||||
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
50New |
$528 - $727
|
50
$623
|
|
Feb 12, 2025
Q4 2022
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
PUT |
-30KClosed |
$317K - $436K
|
0
$0
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-19- 28.36% |
$200 - $276
|
48
$598
|