Purchases and Sales Made in Q1 2023 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.71K+ 19.24% |
$30.9K - $47.7K
|
16.8K
$235K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.64KNew |
$30K - $46.5K
|
2.64K
$36.9K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.59K+ 23.97% |
$29.5K - $45.5K
|
13.4K
$187K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.52KNew |
$28.7K - $44.3K
|
2.52K
$35.2K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.41K+ 13.62% |
$27.4K - $42.4K
|
20.1K
$280K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 2879.75% |
$25.9K - $40K
|
2.35K
$32.9K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.24K+ 15.32% |
$25.5K - $39.4K
|
16.9K
$235K
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
2.18K+ 5.0% |
$24.8K - $38.4K
|
45.8K
$640K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.05KNew |
$23.3K - $36K
|
2.05K
$28.6K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 28.65% |
$22.8K - $35.2K
|
8.99K
$125K
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2K+ 11.8% |
$22.8K - $35.2K
|
19K
$265K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2K+ 142.35% |
$22.8K - $35.2K
|
3.41K
$47.5K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.96K+ 428.45% |
$22.3K - $34.5K
|
2.42K
$33.7K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.79KNew |
$20.3K - $31.5K
|
1.79K
$24.9K
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.53KNew |
$17.4K - $26.9K
|
1.53K
$21.3K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.44KNew |
$16.4K - $25.3K
|
1.44K
$20.1K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 2.98% |
$13.8K - $21.4K
|
42K
$587K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.17K+ 0.72% |
$13.3K - $20.6K
|
165K
$2.3M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.12K+ 24.43% |
$12.7K - $19.7K
|
5.71K
$79.6K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
937+ 8.83% |
$10.7K - $16.5K
|
11.5K
$161K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
876+ 5.9% |
$9.97K - $15.4K
|
15.7K
$220K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
819New |
$9.32K - $14.4K
|
819
$11.4K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
803+ 3.36% |
$9.14K - $14.1K
|
24.7K
$345K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
678New |
$7.72K - $11.9K
|
678
$9.46K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
581+ 2.5% |
$6.61K - $10.2K
|
23.8K
$332K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
430+ 2.36% |
$4.89K - $7.57K
|
18.6K
$260K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 93.03% |
$4.86K - $7.52K
|
886
$12.4K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
400New |
$4.55K - $7.04K
|
400
$5.58K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
336+ 7.17% |
$3.82K - $5.91K
|
5.02K
$70.1K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$3.41K - $5.28K
|
300
$4.19K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
283+ 0.68% |
$3.22K - $4.98K
|
41.6K
$581K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
278+ 66.99% |
$3.16K - $4.89K
|
693
$9.67K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
245+ 0.07% |
$2.79K - $4.31K
|
328K
$4.58M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
235New |
$2.67K - $4.14K
|
235
$3.28K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
200New |
$2.28K - $3.52K
|
200
$2.79K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
196+ 4900.0% |
$2.23K - $3.45K
|
200
$2.79K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
126+ 51.43% |
$1.43K - $2.22K
|
371
$5.18K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
105+ 6.18% |
$1.19K - $1.85K
|
1.8K
$25.2K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
101New |
$1.15K - $1.78K
|
101
$1.41K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
100New |
$1.14K - $1.76K
|
100
$1.4K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100New |
$1.14K - $1.76K
|
100
$1.4K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.14K - $1.76K
|
100
$1.4K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 37.56% |
$876 - $1.36K
|
282
$3.94K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
70+ 3.18% |
$797 - $1.23K
|
2.27K
$31.7K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 0.37% |
$751 - $1.16K
|
17.9K
$249K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
65+ 0.55% |
$740 - $1.14K
|
11.8K
$165K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62New |
$706 - $1.09K
|
62
$866
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.75% |
$694 - $1.07K
|
3.55K
$49.6K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
57+ 0.57% |
$649 - $1K
|
10.1K
$141K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56New |
$637 - $986
|
56
$782
|