Purchases and Sales Made in Q3 2023 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.34KNew |
$19.5K - $25.6K
|
1.34K
$18.7K
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 2.78% |
$18.9K - $24.8K
|
47.8K
$668K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.17K+ 8.88% |
$17K - $22.4K
|
14.4K
$200K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.1K+ 23.75% |
$16K - $21K
|
5.71K
$79.6K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.02K+ 6.53% |
$14.8K - $19.5K
|
16.6K
$232K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.01K+ 3.65% |
$14.7K - $19.4K
|
28.7K
$401K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$14.6K - $19.2K
|
1K
$14K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
840+ 0.51% |
$12.2K - $16.1K
|
165K
$2.3M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
840+ 253.78% |
$12.2K - $16.1K
|
1.17K
$16.3K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
740+ 2.61% |
$10.8K - $14.2K
|
29.1K
$407K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
733+ 0.75% |
$10.7K - $14.1K
|
98K
$1.37M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
710+ 25.0% |
$10.3K - $13.6K
|
3.55K
$49.6K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
639+ 2.17% |
$9.31K - $12.3K
|
30.1K
$419K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
616+ 2.29% |
$8.98K - $11.8K
|
27.6K
$385K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
600+ 400.0% |
$8.74K - $11.5K
|
750
$10.5K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
597+ 0.41% |
$8.7K - $11.5K
|
146K
$2.04M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
455+ 2.95% |
$6.63K - $8.73K
|
15.9K
$222K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
387+ 0.27% |
$5.64K - $7.42K
|
146K
$2.03M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
333+ 66.6% |
$4.85K - $6.39K
|
833
$11.6K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
330+ 120.0% |
$4.81K - $6.33K
|
605
$8.45K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
330New |
$4.81K - $6.33K
|
330
$4.61K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
328+ 145.13% |
$4.78K - $6.29K
|
554
$7.73K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
309+ 151.47% |
$4.5K - $5.93K
|
513
$7.16K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$4.37K - $5.75K
|
300
$4.19K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
256+ 127.36% |
$3.73K - $4.91K
|
457
$6.38K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
254+ 18.3% |
$3.7K - $4.87K
|
1.64K
$22.9K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
234New |
$3.41K - $4.49K
|
234
$3.27K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
221+ 0.99% |
$3.22K - $4.24K
|
22.5K
$314K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
206+ 0.15% |
$3K - $3.95K
|
133K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$2.91K - $3.84K
|
200
$2.79K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
180+ 0.06% |
$2.62K - $3.45K
|
294K
$4.1M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150+ 108.7% |
$2.19K - $2.88K
|
288
$4.02K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 6.61% |
$2.19K - $2.88K
|
2.42K
$33.8K
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
137+ 1.0% |
$2K - $2.63K
|
13.9K
$194K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
135+ 1.12% |
$1.97K - $2.59K
|
12.2K
$170K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
125New |
$1.82K - $2.4K
|
125
$1.75K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
118+ 0.21% |
$1.72K - $2.26K
|
57.5K
$802K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
117+ 278.57% |
$1.7K - $2.24K
|
159
$2.22K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
112New |
$1.63K - $2.15K
|
112
$1.56K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
111+ 7.46% |
$1.62K - $2.13K
|
1.6K
$22.3K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 8.19% |
$1.36K - $1.78K
|
1.23K
$17.2K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90+ 4.23% |
$1.31K - $1.73K
|
2.22K
$31K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
90+ 19.07% |
$1.31K - $1.73K
|
562
$7.85K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
70New |
$1.02K - $1.34K
|
70
$977
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
69+ 13.09% |
$1.01K - $1.32K
|
596
$8.32K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50+ 89.29% |
$729 - $959
|
106
$1.48K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
39New |
$568 - $748
|
39
$544
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
34New |
$495 - $652
|
34
$475
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
33+ 0.24% |
$481 - $633
|
13.9K
$194K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
31New |
$452 - $595
|
31
$433
|