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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
551+ 9.31% |
$11.9K - $14.8K
|
6.47K
$79.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$10.8K - $13.4K
|
500
$6.17K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
467+ 4.77% |
$10.1K - $12.6K
|
10.3K
$127K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400New |
$8.64K - $10.8K
|
400
$4.93K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400New |
$8.64K - $10.8K
|
400
$4.93K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
372New |
$8.04K - $10K
|
372
$4.59K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
350New |
$7.56K - $9.41K
|
350
$4.32K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
300New |
$6.48K - $8.06K
|
300
$3.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
275+ 0.88% |
$5.94K - $7.39K
|
31.4K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$5.4K - $6.72K
|
250
$3.08K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
250New |
$5.4K - $6.72K
|
250
$3.08K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
243+ 25.74% |
$5.25K - $6.53K
|
1.19K
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
215+ 28.67% |
$4.64K - $5.78K
|
965
$11.9K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
211+ 6.26% |
$4.56K - $5.67K
|
3.58K
$44.1K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
211+ 35.34% |
$4.56K - $5.67K
|
808
$9.96K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
208+ 2.27% |
$4.49K - $5.59K
|
9.36K
$115K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 100.0% |
$4.32K - $5.38K
|
400
$4.93K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
200New |
$4.32K - $5.38K
|
200
$2.47K
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
200+ 1.21% |
$4.32K - $5.38K
|
16.8K
$207K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
192New |
$4.15K - $5.16K
|
192
$2.37K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
138+ 4.96% |
$2.98K - $3.71K
|
2.92K
$36K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
125+ 96.15% |
$2.7K - $3.36K
|
255
$3.14K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
110+ 75.86% |
$2.38K - $2.96K
|
255
$3.14K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
100+ 9.3% |
$2.16K - $2.69K
|
1.18K
$14.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 12.0% |
$2.16K - $2.69K
|
933
$11.5K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
100New |
$2.16K - $2.69K
|
100
$1.23K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$2.16K - $2.69K
|
100
$1.23K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
81New |
$1.75K - $2.18K
|
81
$999
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
70+ 1.91% |
$1.51K - $1.88K
|
3.73K
$46K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
63+ 51.64% |
$1.36K - $1.69K
|
185
$2.28K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
60+ 60.0% |
$1.3K - $1.61K
|
160
$1.97K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
55New |
$1.19K - $1.48K
|
55
$678
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50+ 45.45% |
$1.08K - $1.34K
|
160
$1.97K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$1.08K - $1.34K
|
50
$617
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
50New |
$1.08K - $1.34K
|
50
$617
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 0.52% |
$1.08K - $1.34K
|
9.71K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
44New |
$950 - $1.18K
|
44
$543
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.38% |
$756 - $941
|
9.19K
$113K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 2.69% |
$756 - $941
|
1.34K
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.59% |
$648 - $806
|
5.14K
$63.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25New |
$540 - $672
|
25
$308
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$540 - $672
|
25
$308
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25+ 43.86% |
$540 - $672
|
82
$1.01K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 3.57% |
$432 - $538
|
580
$7.15K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$432 - $538
|
20
$247
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17New |
$367 - $457
|
17
$210
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 3.61% |
$130 - $161
|
172
$2.12K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 50.0% |
$43.2 - $53.8
|
6
$74
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$43.2 - $53.8
|
30.2K
$372K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$43.2 - $53.8
|
2
$24.7
|