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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56New |
$637 - $986
|
56
$690
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 8.62% |
$569 - $880
|
630
$7.77K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
46+ 0.38% |
$523 - $810
|
12.3K
$151K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 61.76% |
$239 - $370
|
55
$678
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20+ 0.22% |
$228 - $352
|
9.19K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 78.26% |
$205 - $317
|
41
$506
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$114 - $176
|
10
$123
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 4.63% |
$114 - $176
|
226
$2.79K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.47% |
$79.7 - $123
|
1.51K
$18.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$56.9 - $88
|
5
$61.7
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.46% |
$34.1 - $52.8
|
208
$2.56K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-5- 0.01% |
$56.9 - $88
|
60K
$740K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6- 3.35% |
$68.3 - $106
|
173
$2.13K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-9- 0.57% |
$102 - $158
|
1.58K
$19.5K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 1.16% |
$102 - $158
|
765
$9.43K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21- 0.1% |
$239 - $370
|
21.8K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 0.8% |
$285 - $440
|
3.1K
$38.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 16.39% |
$341 - $528
|
153
$1.89K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-40- 2.57% |
$455 - $704
|
1.51K
$18.7K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-59- 1.91% |
$671 - $1.04K
|
3.04K
$37.5K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-79- 2.81% |
$899 - $1.39K
|
2.73K
$33.7K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-91- 2.25% |
$1.04K - $1.6K
|
3.96K
$48.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-120- 4.85% |
$1.37K - $2.11K
|
2.36K
$29K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-120- 17.12% |
$1.37K - $2.11K
|
581
$7.16K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-170- 6.74% |
$1.93K - $2.99K
|
2.35K
$29K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-196- 98.0% |
$2.23K - $3.45K
|
4
$49.3
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-200- 23.17% |
$2.28K - $3.52K
|
663
$8.17K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-240- 1.05% |
$2.73K - $4.22K
|
22.6K
$278K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-279- 1.69% |
$3.18K - $4.91K
|
16.2K
$200K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-327- 9.13% |
$3.72K - $5.76K
|
3.25K
$40.1K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-368- 0.66% |
$4.19K - $6.48K
|
55.7K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-406- 0.74% |
$4.62K - $7.15K
|
54.7K
$674K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-420- 8.06% |
$4.78K - $7.39K
|
4.79K
$59K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-425- 40.48% |
$4.84K - $7.48K
|
625
$7.71K
|
|
|
May 11, 2023
Q1 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-476- 24.6% |
$5.42K - $8.38K
|
1.46K
$18K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-709- 4.87% |
$8.07K - $12.5K
|
13.8K
$171K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-720- 5.16% |
$8.19K - $12.7K
|
13.2K
$163K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-805- 4.72% |
$9.16K - $14.2K
|
16.2K
$200K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-900- 48.81% |
$10.2K - $15.8K
|
944
$11.6K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 22.72% |
$12.4K - $19.2K
|
3.71K
$45.8K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.13K- 8.07% |
$12.8K - $19.9K
|
12.9K
$159K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.21K- 43.11% |
$13.7K - $21.2K
|
1.59K
$19.6K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.46K- 0.82% |
$16.6K - $25.7K
|
177K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.71K- 0.27% |
$19.5K - $30.1K
|
623K
$7.69M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.94K- 15.7% |
$22K - $34.1K
|
10.4K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.98K- 7.53% |
$22.5K - $34.8K
|
24.3K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.01K- 92.78% |
$22.8K - $35.3K
|
156
$1.92K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.4K- 37.07% |
$27.3K - $42.2K
|
4.07K
$50.2K
|