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 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
64.8K+ 13.36% |
$646K - $985K
|
550K
$6.85M
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
24.6KNew |
$246K - $374K
|
24.6K
$307K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 128.57% |
$89.7 - $137
|
16
$199
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.04K- 91.58% |
$30.3K - $46.1K
|
279
$3.47K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-14Closed |
$167 - $217
|
0
$0
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-56.7K- 3.63% |
$678K - $879K
|
1.51M
$18.7M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.4K- 28.15% |
$578K - $750K
|
123K
$1.54M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.1K+ 2.76% |
$156K - $203K
|
487K
$6.06M
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
36New |
$430 - $558
|
36
$448
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
175New |
$2.09K - $2.71K
|
175
$2.18K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
124New |
$1.48K - $1.92K
|
124
$1.54K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
11.9KNew |
$142K - $184K
|
11.9K
$148K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-195K- 82.54% |
$2.33M - $3.03M
|
41.3K
$514K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
18K+ 1.59% |
$215K - $279K
|
1.15M
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.08M- 44.83% |
$12.9M - $16.7M
|
1.33M
$16.5M
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
42.3KNew |
$505K - $656K
|
42.3K
$527K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
28.7KNew |
$343K - $445K
|
28.7K
$357K
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$149K - $194K
|
12.5K
$156K
|
|
Feb 14, 2025
Q4 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
70KNew |
$837K - $1.09M
|
70K
$872K
|
|
Feb 14, 2025
Q4 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
CALL |
370KNew |
$4.42M - $5.74M
|
370K
$4.61M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.45KNew |
$17.3K - $22.4K
|
1.45K
$18K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-986- 98.6% |
$11.8K - $15.3K
|
14
$174
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-537- 5.01% |
$6.42K - $8.32K
|
10.2K
$127K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
5.66KNew |
$67.6K - $87.7K
|
5.66K
$70.4K
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
23.2KNew |
$277K - $359K
|
23.2K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29+ 0.27% |
$347 - $450
|
10.7K
$133K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4KNew |
$124K - $161K
|
10.4K
$130K
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
52.5KNew |
$628K - $814K
|
52.5K
$654K
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-208K- 68.85% |
$2.49M - $3.23M
|
94.3K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-16.3K- 11.24% |
$195K - $253K
|
129K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
12.6KNew |
$151K - $195K
|
12.6K
$157K
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.2K+ 3.05% |
$38.3K - $49.7K
|
108K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
29.7K+ 75.85% |
$354K - $460K
|
68.8K
$856K
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-1.44M- 96.57% |
$17.2M - $22.3M
|
51.2K
$637K
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$598 - $775
|
50
$623
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$12K - $15.5K
|
1K
$12.5K
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
8.03KNew |
$96K - $124K
|
8.03K
$100K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
41KNew |
$490K - $636K
|
41K
$510K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-472- 1.75% |
$5.64K - $7.32K
|
26.6K
$331K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
94New |
$1.12K - $1.46K
|
94
$1.17K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-925- 82.22% |
$11.1K - $14.3K
|
200
$2.49K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.84K+ 211.75% |
$118K - $152K
|
14.5K
$180K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3K- 15.0% |
$35.9K - $46.5K
|
17K
$212K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
453+ 74.14% |
$5.41K - $7.02K
|
1.06K
$13.2K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
90New |
$1.08K - $1.4K
|
90
$1.12K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
971+ 8.62% |
$11.6K - $15.1K
|
12.2K
$152K
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
9.49K+ 0.95% |
$113K - $147K
|
1.01M
$12.6M
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
21KNew |
$251K - $326K
|
21K
$262K
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
173KNew |
$2.07M - $2.68M
|
173K
$2.15M
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-803K- 18.15% |
$9.59M - $12.4M
|
3.62M
$45M
|