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 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
114+ 475.0% |
$1.43K - $2.22K
|
138
$1.93K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
95New |
$1.19K - $1.85K
|
95
$1.33K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
60New |
$751 - $1.17K
|
60
$838
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
59+ 0.02% |
$738 - $1.15K
|
359K
$5.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36New |
$450 - $701
|
36
$503
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
31New |
$388 - $603
|
31
$433
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
30New |
$375 - $584
|
30
$419
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21New |
$263 - $409
|
21
$293
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
21New |
$263 - $409
|
21
$293
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$250 - $389
|
20
$279
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
20+ 14.08% |
$250 - $389
|
162
$2.26K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 5.67% |
$200 - $311
|
298
$4.16K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10New |
$125 - $195
|
10
$140
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9New |
$113 - $175
|
9
$126
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9New |
$113 - $175
|
9
$126
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
7New |
$87.6 - $136
|
7
$97.7
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$50 - $77.8
|
4
$55.8
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.1% |
$37.5 - $58.4
|
3.04K
$42.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 0.92% |
$87.6 - $136
|
758
$10.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 19.51% |
$100 - $156
|
33
$461
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 7.51% |
$163 - $253
|
160
$2.23K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 11.11% |
$213 - $331
|
136
$1.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-23- 1.52% |
$288 - $448
|
1.49K
$20.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-25- 4.0% |
$313 - $487
|
600
$8.38K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-29- 72.5% |
$363 - $564
|
11
$154
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-39- 6.71% |
$488 - $759
|
542
$7.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-40- 10.78% |
$500 - $778
|
331
$4.62K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74- 0.3% |
$926 - $1.44K
|
24.6K
$344K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-106- 1.18% |
$1.33K - $2.06K
|
8.88K
$124K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-111- 6.98% |
$1.39K - $2.16K
|
1.48K
$20.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-126- 8.32% |
$1.58K - $2.45K
|
1.39K
$19.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-214- 1.74% |
$2.68K - $4.16K
|
12.1K
$168K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-278- 40.12% |
$3.48K - $5.41K
|
415
$5.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-306- 2.71% |
$3.83K - $5.95K
|
11K
$153K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-334- 1.66% |
$4.18K - $6.5K
|
19.7K
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-380- 3.31% |
$4.75K - $7.39K
|
11.1K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-650- 0.39% |
$8.13K - $12.6K
|
164K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-753- 21.19% |
$9.42K - $14.7K
|
2.8K
$39.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-796- 4.92% |
$9.96K - $15.5K
|
15.4K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-864- 1.82% |
$10.8K - $16.8K
|
46.6K
$651K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-951- 2.28% |
$11.9K - $18.5K
|
40.7K
$568K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1K- 35.74% |
$12.5K - $19.5K
|
1.8K
$25.1K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.2K- 99.83% |
$15K - $23.3K
|
2
$27.9
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.25K- 4.59% |
$15.6K - $24.3K
|
26K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.48K- 9.86% |
$18.5K - $28.8K
|
13.5K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.78K- 0.6% |
$22.3K - $34.6K
|
294K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 8.67% |
$22.5K - $35K
|
18.9K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.2K- 54.09% |
$27.6K - $42.9K
|
1.87K
$26.1K
|