Purchases and Sales Made in Q2 2023 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
5.1KNew |
$63.8K - $99.2K
|
5.1K
$66K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.96K+ 4960.0% |
$62K - $96.5K
|
5.06K
$65.5K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4.8K+ 2400.0% |
$60K - $93.4K
|
5K
$64.7K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.61KNew |
$57.7K - $89.7K
|
4.61K
$59.7K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.56KNew |
$57.1K - $88.8K
|
4.56K
$59K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.5K+ 19.39% |
$56.3K - $87.6K
|
27.7K
$359K
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.32K+ 2.37% |
$54.1K - $84.1K
|
187K
$2.42M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.2K+ 291.87% |
$52.5K - $81.7K
|
5.64K
$73K
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.98K+ 16.25% |
$49.8K - $77.5K
|
28.5K
$369K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.22K+ 23.24% |
$40.3K - $62.6K
|
17.1K
$221K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.1K+ 12.25% |
$38.8K - $60.3K
|
28.4K
$367K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.74K+ 24.26% |
$34.3K - $53.3K
|
14K
$181K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.6KNew |
$32.5K - $50.6K
|
2.6K
$33.6K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.56K+ 17.24% |
$32K - $49.8K
|
17.4K
$225K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5KNew |
$31.3K - $48.7K
|
2.5K
$32.4K
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 12.81% |
$31.3K - $48.7K
|
22K
$285K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 46.61% |
$29.3K - $45.5K
|
7.36K
$95.2K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.18K+ 54.95% |
$27.2K - $42.3K
|
6.14K
$79.4K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 305.71% |
$26.8K - $41.6K
|
2.84K
$36.7K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 64.84% |
$25.1K - $39.1K
|
5.11K
$66.1K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.87K+ 13.39% |
$23.3K - $36.3K
|
15.8K
$204K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 291.59% |
$23K - $35.7K
|
2.47K
$31.9K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.79K+ 7.33% |
$22.4K - $34.8K
|
26.2K
$339K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.71K+ 12.65% |
$21.4K - $33.3K
|
15.2K
$197K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.67K+ 12.99% |
$20.9K - $32.5K
|
14.5K
$188K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.61K+ 4.12% |
$20.1K - $31.3K
|
40.7K
$526K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.52K+ 11.69% |
$19K - $29.6K
|
14.5K
$188K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.26K+ 9.4% |
$15.7K - $24.5K
|
14.6K
$189K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1K+ 147.06% |
$12.5K - $19.5K
|
1.68K
$21.7K
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
765+ 5.78% |
$9.57K - $14.9K
|
14K
$181K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
600New |
$7.51K - $11.7K
|
600
$7.76K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
510+ 3000.0% |
$6.38K - $9.92K
|
527
$6.82K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
508+ 3.43% |
$6.36K - $9.89K
|
15.3K
$198K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
501+ 2.3% |
$6.27K - $9.75K
|
22.3K
$288K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$6.26K - $9.73K
|
500
$6.47K
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
393New |
$4.92K - $7.65K
|
393
$5.09K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
341+ 3.39% |
$4.27K - $6.64K
|
10.4K
$135K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
324+ 17.96% |
$4.05K - $6.31K
|
2.13K
$27.5K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
313+ 1.03% |
$3.92K - $6.09K
|
30.6K
$396K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
269+ 1.76% |
$3.37K - $5.23K
|
15.6K
$201K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
268+ 5.6% |
$3.35K - $5.22K
|
5.06K
$65.4K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
250+ 28.22% |
$3.13K - $4.87K
|
1.14K
$14.7K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
237New |
$2.96K - $4.61K
|
237
$3.07K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
228New |
$2.85K - $4.44K
|
228
$2.95K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
210+ 1.25% |
$2.63K - $4.09K
|
17K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
204New |
$2.55K - $3.97K
|
204
$2.64K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
200New |
$2.5K - $3.89K
|
200
$2.59K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
172+ 23.69% |
$2.15K - $3.35K
|
898
$11.6K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
159+ 59.11% |
$1.99K - $3.09K
|
428
$5.54K
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
157+ 0.36% |
$1.96K - $3.06K
|
44.2K
$572K
|