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 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
50+ 250.0% |
$563 - $1.11K
|
70
$1.01K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
42New |
$473 - $932
|
42
$606
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 90.0% |
$304 - $599
|
57
$823
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26+ 2600.0% |
$293 - $577
|
27
$390
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$259 - $510
|
23
$332
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19+ 23.46% |
$214 - $422
|
100
$1.44K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 0.53% |
$203 - $399
|
3.42K
$49.4K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 233.33% |
$158 - $311
|
20
$289
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 550.0% |
$124 - $244
|
13
$188
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.08% |
$113 - $222
|
12.2K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.19% |
$113 - $222
|
5.15K
$74.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$67.6 - $133
|
6
$86.6
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$45 - $88.8
|
4
$57.7
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 8.33% |
$22.5 - $44.4
|
26
$375
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$22.5 - $44.4
|
2
$28.9
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$11.3 - $22.2
|
1
$14.4
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 7.55% |
$45 - $88.8
|
49
$707
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8Closed |
$90.1 - $178
|
0
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 54.55% |
$135 - $266
|
10
$144
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-20- 0.09% |
$225 - $444
|
23K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46- 3.44% |
$518 - $1.02K
|
1.29K
$18.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 7.69% |
$563 - $1.11K
|
600
$8.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-63- 34.05% |
$709 - $1.4K
|
122
$1.76K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-72- 13.07% |
$811 - $1.6K
|
479
$6.91K
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-84- 0.61% |
$946 - $1.86K
|
13.8K
$199K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-89- 11.01% |
$1K - $1.97K
|
719
$10.4K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-100- 2.78% |
$1.13K - $2.22K
|
3.5K
$50.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-139- 54.51% |
$1.57K - $3.08K
|
116
$1.67K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-149- 4.16% |
$1.68K - $3.31K
|
3.43K
$49.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 50.0% |
$2.25K - $4.44K
|
200
$2.89K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-244- 28.57% |
$2.75K - $5.41K
|
610
$8.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-336- 28.31% |
$3.78K - $7.46K
|
851
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-345- 7.22% |
$3.88K - $7.66K
|
4.43K
$64K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-377- 42.99% |
$4.25K - $8.37K
|
500
$7.22K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-430- 0.48% |
$4.84K - $9.54K
|
88.9K
$1.28M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-433- 46.41% |
$4.88K - $9.61K
|
500
$7.22K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-450- 47.37% |
$5.07K - $9.99K
|
500
$7.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-550- 64.71% |
$6.19K - $12.2K
|
300
$4.33K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-613- 27.81% |
$6.9K - $13.6K
|
1.59K
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-630- 0.37% |
$7.09K - $14K
|
169K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-680- 14.95% |
$7.66K - $15.1K
|
3.87K
$55.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-724- 56.34% |
$8.15K - $16.1K
|
561
$8.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-782- 41.42% |
$8.81K - $17.4K
|
1.11K
$16K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-973- 42.36% |
$11K - $21.6K
|
1.32K
$19.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 5.11% |
$11.3K - $22.2K
|
18.6K
$268K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1K- 2.39% |
$11.3K - $22.2K
|
40.8K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-1.06K- 1.57% |
$11.9K - $23.5K
|
66.5K
$959K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.1K- 54.22% |
$12.4K - $24.4K
|
928
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.11K- 89.75% |
$12.5K - $24.7K
|
127
$1.83K
|