Purchases and Sales Made in Q2 2024 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.92K+ 17.27% |
$32.9K - $64.9K
|
19.8K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.79K+ 15.36% |
$31.4K - $62K
|
21K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.71K+ 1.86% |
$30.5K - $60.1K
|
148K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.7K+ 26.33% |
$30.4K - $60K
|
13K
$180K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.49K+ 5.54% |
$28K - $55.3K
|
47.4K
$660K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.24KNew |
$25.3K - $49.8K
|
2.24K
$31.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 13.92% |
$24.6K - $48.5K
|
17.9K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.16K+ 5.5% |
$24.3K - $47.9K
|
41.4K
$577K
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
2.15K+ 330.77% |
$24.2K - $47.7K
|
2.8K
$39K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.06K+ 10.88% |
$23.2K - $45.6K
|
21K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2K+ 8.48% |
$22.5K - $44.4K
|
25.6K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.87K+ 2.87% |
$21.1K - $41.6K
|
67K
$933K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.76KNew |
$19.8K - $39K
|
1.76K
$24.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 38.52% |
$18K - $35.5K
|
5.75K
$80.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.5KNew |
$16.9K - $33.3K
|
1.5K
$20.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 3.1% |
$15.7K - $31K
|
46.5K
$647K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.24KNew |
$14K - $27.6K
|
1.24K
$17.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.2KNew |
$13.5K - $26.6K
|
1.2K
$16.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 24.52% |
$13.3K - $26.3K
|
6.01K
$83.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 12.21% |
$11.8K - $23.3K
|
9.67K
$135K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
900+ 8.58% |
$10.1K - $20K
|
11.4K
$159K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
779+ 0.19% |
$8.77K - $17.3K
|
402K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
757+ 25.93% |
$8.52K - $16.8K
|
3.68K
$51.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
751+ 24.73% |
$8.46K - $16.7K
|
3.79K
$52.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
685New |
$7.71K - $15.2K
|
685
$9.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
511+ 623.17% |
$5.75K - $11.3K
|
593
$8.25K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$5.63K - $11.1K
|
500
$6.96K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
500New |
$5.63K - $11.1K
|
500
$6.96K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
461+ 461.0% |
$5.19K - $10.2K
|
561
$7.81K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
430+ 0.3% |
$4.84K - $9.54K
|
143K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
374+ 3.38% |
$4.21K - $8.3K
|
11.4K
$159K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
342+ 216.46% |
$3.85K - $7.59K
|
500
$6.96K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
338+ 1988.24% |
$3.81K - $7.5K
|
355
$4.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
300+ 10.1% |
$3.38K - $6.66K
|
3.27K
$45.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
259+ 761.76% |
$2.92K - $5.75K
|
293
$4.08K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
234+ 1671.43% |
$2.63K - $5.19K
|
248
$3.45K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
230New |
$2.59K - $5.1K
|
230
$3.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
219New |
$2.47K - $4.86K
|
219
$3.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$2.25K - $4.44K
|
200
$2.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
166+ 0.66% |
$1.87K - $3.68K
|
25.5K
$355K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
163+ 346.81% |
$1.84K - $3.62K
|
210
$2.92K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 100.0% |
$1.69K - $3.33K
|
300
$4.18K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
122New |
$1.37K - $2.71K
|
122
$1.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100New |
$1.13K - $2.22K
|
100
$1.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
100New |
$1.13K - $2.22K
|
100
$1.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
80+ 8.29% |
$901 - $1.78K
|
1.05K
$14.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66+ 600.0% |
$743 - $1.46K
|
77
$1.07K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 33.72% |
$653 - $1.29K
|
230
$3.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
56+ 127.27% |
$631 - $1.24K
|
100
$1.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50+ 31.25% |
$563 - $1.11K
|
210
$2.92K
|