Purchases and Sales Made in Q1 2022 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q1 2022. The information is specifically focused on institutions that hold shares of UiPath, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-101- 14.31% |
$2.18K - $4.43K
|
605
$8.73K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-130- 48.33% |
$2.81K - $5.7K
|
139
$2.01K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-148- 47.13% |
$3.2K - $6.49K
|
166
$2.4K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-150Closed |
$3.24K - $6.58K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-175- 81.4% |
$3.78K - $7.68K
|
40
$577
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-175- 6.32% |
$3.78K - $7.68K
|
2.59K
$37.4K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-184Closed |
$3.97K - $8.07K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-229Closed |
$4.94K - $10K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-250Closed |
$5.4K - $11K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-285Closed |
$6.15K - $12.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-306Closed |
$6.61K - $13.4K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-323- 46.14% |
$6.97K - $14.2K
|
377
$5.44K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-344- 18.66% |
$7.43K - $15.1K
|
1.5K
$21.6K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-353Closed |
$7.62K - $15.5K
|
0
$0
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-371- 57.7% |
$8.01K - $16.3K
|
272
$3.92K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-375Closed |
$8.1K - $16.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-385- 81.91% |
$8.31K - $16.9K
|
85
$1.23K
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-406- 62.37% |
$8.77K - $17.8K
|
245
$3.54K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-407- 2.0% |
$8.79K - $17.9K
|
20K
$288K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-467- 17.46% |
$10.1K - $20.5K
|
2.21K
$31.9K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-524Closed |
$11.3K - $23K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-600Closed |
$13K - $26.3K
|
0
$0
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-647- 7.04% |
$14K - $28.4K
|
8.54K
$123K
|
|
Apr 29, 2022
Q1 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-917Closed |
$19.8K - $40.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.18K- 7.7% |
$25.5K - $51.8K
|
14.1K
$204K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.33K- 7.06% |
$28.7K - $58.3K
|
17.5K
$252K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.47K- 98.59% |
$31.7K - $64.5K
|
21
$303
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.01K- 11.2% |
$43.3K - $88K
|
15.9K
$229K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.25K- 7.61% |
$48.5K - $98.6K
|
27.3K
$394K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2.29KClosed |
$49.5K - $101K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.17KClosed |
$68.5K - $139K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-3.77KClosed |
$81.3K - $165K
|
0
$0
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-3.78K- 54.59% |
$81.5K - $166K
|
3.14K
$45.3K
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.04K- 21.72% |
$87.2K - $177K
|
14.6K
$210K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.52KClosed |
$97.7K - $198K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-4.88KClosed |
$105K - $214K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.89KClosed |
$105K - $214K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-4.93KClosed |
$106K - $216K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-5KClosed |
$108K - $219K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-5KClosed |
$108K - $219K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.04KClosed |
$109K - $221K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-5.1KClosed |
$110K - $224K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5.27KClosed |
$114K - $231K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.3KClosed |
$114K - $233K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.31KClosed |
$115K - $233K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-5.37K- 15.54% |
$116K - $236K
|
29.2K
$421K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.41K- 19.89% |
$117K - $237K
|
21.8K
$314K
|
|
Apr 20, 2022
Q1 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-5.5KClosed |
$119K - $241K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.64KClosed |
$122K - $247K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.66KClosed |
$122K - $248K
|
0
$0
|