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 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-5.23K- 33.09% |
$55.2K - $76K
|
10.6K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
1.32MNew |
$13.9M - $19.1M
|
1.32M
$14.2M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$21.2K - $29.2K
|
2.01K
$21.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100New |
$1.06K - $1.45K
|
100
$1.08K
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
2.01KNew |
$21.2K - $29.2K
|
2.01K
$21.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
36New |
$380 - $523
|
36
$390
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
CALL |
-42.5K- 94.44% |
$448K - $618K
|
2.5K
$27.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
400KNew |
$4.22M - $5.81M
|
400K
$4.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Quaero Capital S.A.
|
BUY
|
- |
58.8KNew |
$621K - $855K
|
58.8K
$637K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
462New |
$4.87K - $6.71K
|
462
$5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
11.5KNew |
$121K - $167K
|
11.5K
$124K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
800New |
$8.44K - $11.6K
|
800
$8.66K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
20.4K+ 78.25% |
$216K - $297K
|
46.6K
$504K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.42K- 11.23% |
$14.9K - $20.6K
|
11.2K
$121K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
55New |
$580 - $799
|
55
$595
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
49New |
$517 - $712
|
49
$530
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-705- 2.97% |
$7.44K - $10.2K
|
23K
$249K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
700New |
$7.39K - $10.2K
|
700
$7.57K
|
|
| Q3 2022 | |||||||
|
Mar 29, 2024
Q3 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-15.7KClosed |
$197K - $344K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
35.8K+ 91.22% |
$450K - $785K
|
75K
$812K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.2KClosed |
$229K - $400K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
96.6K+ 1.68% |
$1.21M - $2.12M
|
5.84M
$63.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.6KNew |
$20.1K - $35.2K
|
1.6K
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
279KNew |
$3.51M - $6.12M
|
279K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
111KNew |
$1.4M - $2.44M
|
111K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.2KNew |
$141K - $246K
|
11.2K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
42+ 300.0% |
$528 - $921
|
56
$606
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
CALL |
32.5KNew |
$409K - $713K
|
32.5K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
137+ 44.05% |
$1.72K - $3.01K
|
448
$4.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
7.92K+ 41.17% |
$99.5K - $174K
|
27.1K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-2.14K- 68.15% |
$26.9K - $47K
|
1K
$10.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
53.7KNew |
$675K - $1.18M
|
53.7K
$581K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
558New |
$7.01K - $12.2K
|
558
$6.04K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
768New |
$9.65K - $16.8K
|
768
$8.31K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
39KNew |
$490K - $856K
|
39K
$422K
|
|
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
1.1MNew |
$13.8M - $24.1M
|
1.1M
$11.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
506+ 4.88% |
$6.36K - $11.1K
|
10.9K
$118K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
3.8KNew |
$47.8K - $83.4K
|
3.8K
$41.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
SELL
|
- |
-27.7K- 9.94% |
$349K - $609K
|
251K
$2.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.79KNew |
$22.5K - $39.3K
|
1.79K
$19.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
27New |
$339 - $592
|
27
$292
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-749- 12.82% |
$9.41K - $16.4K
|
5.09K
$55.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
22.6KNew |
$284K - $495K
|
22.6K
$244K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
20+ 66.67% |
$251 - $439
|
50
$541
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
291New |
$3.66K - $6.38K
|
291
$3.15K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.1KNew |
$26.4K - $46.1K
|
2.1K
$22.7K
|
|
| Q2 2022 | |||||||
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200Closed |
$2.85K - $4.56K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blackstone Inc
New York, NY |
SELL
|
- |
-1.31MClosed |
$18.7M - $29.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Softbank Group Corp
Minato Ku Tokyo, M0 |
SELL
|
- |
-63.3KClosed |
$903K - $1.44M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-250Closed |
$3.57K - $5.7K
|
0
$0
|
|