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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
110New |
$1.1K - $1.67K
|
110
$1.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-86- 59.31% |
$857 - $1.31K
|
59
$735
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.7K+ 52.08% |
$366K - $557K
|
107K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-13.2K- 6.91% |
$131K - $200K
|
177K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
38New |
$379 - $577
|
38
$473
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 10.26% |
$1.99K - $3.04K
|
1.75K
$21.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-536- 21.55% |
$5.34K - $8.14K
|
1.95K
$24.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
35.7K+ 83.43% |
$356K - $542K
|
78.5K
$977K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
67.8K+ 12.59% |
$676K - $1.03M
|
607K
$7.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.16K- 22.61% |
$81.3K - $124K
|
27.9K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.55M- 36.13% |
$45.4M - $69.1M
|
8.04M
$100M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
3.24K+ 19.36% |
$32.3K - $49.3K
|
20K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
776+ 2.76% |
$7.74K - $11.8K
|
28.9K
$360K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25.9KNew |
$258K - $393K
|
25.9K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.9K- 12.85% |
$138K - $211K
|
94.1K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
8.53K+ 12.64% |
$85K - $130K
|
76K
$946K
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
44.6K+ 21.92% |
$445K - $677K
|
248K
$3.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.02K- 92.93% |
$30.1K - $45.9K
|
230
$2.86K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
95+ 90.48% |
$947 - $1.44K
|
200
$2.49K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-97- 61.01% |
$967 - $1.47K
|
62
$772
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
25.9KNew |
$258K - $393K
|
25.9K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.06% |
$59.8 - $91.1
|
10.8K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4New |
$39.9 - $60.8
|
4
$49.8
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
377+ 0.52% |
$3.76K - $5.73K
|
72.6K
$903K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-283K- 89.94% |
$2.82M - $4.29M
|
31.6K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
232New |
$2.31K - $3.52K
|
232
$2.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
27New |
$269 - $410
|
27
$336
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
72New |
$718 - $1.09K
|
72
$896
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-269- 4.97% |
$2.68K - $4.09K
|
5.14K
$64K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4- 2.0% |
$39.9 - $60.8
|
196
$2.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
122New |
$1.22K - $1.85K
|
122
$1.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.6K- 54.29% |
$126K - $192K
|
10.6K
$132K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
42.6K+ 100.0% |
$425K - $648K
|
85.3K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 16.67% |
$69.8 - $106
|
49
$610
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
389K+ 111.78% |
$3.88M - $5.91M
|
737K
$9.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-223K- 94.23% |
$2.23M - $3.39M
|
13.7K
$170K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-36.5K- 56.9% |
$364K - $555K
|
27.7K
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 48.15% |
$130 - $197
|
40
$498
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
60+ 70.59% |
$598 - $911
|
145
$1.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 131.43% |
$459 - $699
|
81
$1.01K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
340New |
$3.39K - $5.16K
|
340
$4.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
111KNew |
$1.11M - $1.69M
|
111K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.05K- 69.94% |
$20.4K - $31.1K
|
879
$10.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-281- 0.86% |
$2.8K - $4.27K
|
32.3K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.74K- 98.98% |
$17.3K - $26.4K
|
18
$224
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 47.62% |
$3.99K - $6.08K
|
440
$5.48K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
14.6K+ 77.82% |
$146K - $222K
|
33.4K
$416K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.5K+ 31.65% |
$155K - $236K
|
64.6K
$805K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
147KNew |
$1.47M - $2.24M
|
147K
$1.83M
|