Purchases and Sales Made in Q1 2024 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q1 2024. 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 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.39K+ 2821.67% |
$73.1K - $91K
|
3.51K
$43.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.2KNew |
$69.1K - $86K
|
3.2K
$39.5K
|
|
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
3.07K+ 1104.32% |
$66.3K - $82.5K
|
3.35K
$41.3K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.96K+ 27.95% |
$63.8K - $79.4K
|
13.5K
$167K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.92K+ 7.51% |
$63.1K - $78.5K
|
41.8K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.9K+ 111.54% |
$62.6K - $78K
|
5.5K
$67.8K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.33K+ 2.26% |
$50.4K - $62.7K
|
105K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.27K+ 99.56% |
$49K - $61K
|
4.55K
$56.1K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.25K+ 1051.87% |
$48.6K - $60.5K
|
2.47K
$30.4K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2KNew |
$43.2K - $53.8K
|
2K
$24.7K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2K+ 5.79% |
$43.1K - $53.7K
|
36.5K
$450K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.98K+ 11.75% |
$42.8K - $53.3K
|
18.8K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.89KNew |
$40.8K - $50.7K
|
1.89K
$23.3K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.8K+ 11.41% |
$38.9K - $48.4K
|
17.6K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 46.19% |
$38.8K - $48.2K
|
5.68K
$70K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.69K+ 1.68% |
$36.4K - $45.3K
|
102K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
1.68K+ 2.79% |
$36.2K - $45.1K
|
61.8K
$761K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.57K+ 0.53% |
$33.9K - $42.2K
|
295K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.53K+ 4.51% |
$33K - $41K
|
35.4K
$436K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.41K+ 122.45% |
$30.4K - $37.8K
|
2.56K
$31.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.39K+ 85.14% |
$30.1K - $37.4K
|
3.03K
$37.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.35K+ 7.03% |
$29.1K - $36.2K
|
20.5K
$253K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.3K+ 2608.0% |
$28.2K - $35.1K
|
1.35K
$16.7K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.3K+ 5.39% |
$28.1K - $34.9K
|
25.4K
$313K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.3K+ 2.9% |
$28K - $34.8K
|
45.9K
$566K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.16K+ 0.69% |
$25.1K - $31.2K
|
170K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.11K+ 875.59% |
$24K - $29.9K
|
1.24K
$15.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.07KNew |
$23.1K - $28.7K
|
1.07K
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
1.07K+ 2.97% |
$23K - $28.7K
|
36.9K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.05K+ 6.73% |
$22.7K - $28.2K
|
16.7K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 31.71% |
$21.6K - $26.9K
|
4.15K
$51.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
950New |
$20.5K - $25.5K
|
950
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
926+ 10.89% |
$20K - $24.9K
|
9.43K
$116K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
877New |
$18.9K - $23.6K
|
877
$10.8K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
875New |
$18.9K - $23.5K
|
875
$10.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
852New |
$18.4K - $22.9K
|
852
$10.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
850New |
$18.4K - $22.8K
|
850
$10.5K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
787+ 34.98% |
$17K - $21.2K
|
3.04K
$37.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
781+ 6.87% |
$16.9K - $21K
|
12.1K
$150K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
734+ 279.09% |
$15.9K - $19.7K
|
997
$12.3K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
706+ 0.12% |
$15.2K - $19K
|
590K
$7.27M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
701+ 1.59% |
$15.1K - $18.8K
|
44.8K
$553K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
666+ 1.5% |
$14.4K - $17.9K
|
44.9K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
650New |
$14K - $17.5K
|
650
$8.01K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
639+ 46.04% |
$13.8K - $17.2K
|
2.03K
$25K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
632+ 40.2% |
$13.7K - $17K
|
2.2K
$27.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
622+ 1.72% |
$13.4K - $16.7K
|
36.8K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
601+ 27.07% |
$13K - $16.2K
|
2.82K
$34.8K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
600+ 1200.0% |
$13K - $16.1K
|
650
$8.01K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
595+ 2.13% |
$12.9K - $16K
|
28.6K
$352K
|