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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$437 - $575
|
30
$419
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 170.0% |
$248 - $326
|
27
$377
|
|
|
Nov 14, 2023
Q3 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
12+ 38.71% |
$175 - $230
|
43
$600
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11+ 0.06% |
$160 - $211
|
19.4K
$271K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11+ 0.06% |
$160 - $211
|
19.4K
$271K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 2.41% |
$146 - $192
|
425
$5.93K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
8New |
$117 - $153
|
8
$112
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
4New |
$58.3 - $76.7
|
4
$55.8
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1New |
$14.6 - $19.2
|
1
$14
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 3.03% |
$14.6 - $19.2
|
32
$447
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 44.44% |
$58.3 - $76.7
|
5
$69.8
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 1.06% |
$117 - $153
|
750
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 7.75% |
$146 - $192
|
119
$1.66K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 47.62% |
$146 - $192
|
11
$154
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 3.69% |
$291 - $384
|
522
$7.29K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20- 0.17% |
$291 - $384
|
11.5K
$160K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-20- 12.35% |
$291 - $384
|
142
$1.98K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-21- 13.13% |
$306 - $403
|
139
$1.94K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-25- 0.24% |
$364 - $480
|
10.4K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.92% |
$408 - $537
|
3.01K
$42.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-43- 0.69% |
$627 - $825
|
6.21K
$86.6K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-55Closed |
$801 - $1.05K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.18% |
$889 - $1.17K
|
2.74K
$38.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-89- 0.88% |
$1.3K - $1.71K
|
10.1K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 4.05% |
$1.46K - $1.92K
|
2.37K
$33K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-100- 57.14% |
$1.46K - $1.92K
|
75
$1.05K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-108- 0.41% |
$1.57K - $2.07K
|
26.2K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-109- 0.71% |
$1.59K - $2.09K
|
15.3K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-125- 13.92% |
$1.82K - $2.4K
|
773
$10.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-144- 0.73% |
$2.1K - $2.76K
|
19.6K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 13.52% |
$2.91K - $3.84K
|
1.28K
$17.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-241- 1.96% |
$3.51K - $4.62K
|
12K
$168K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-244- 0.17% |
$3.56K - $4.68K
|
146K
$2.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-269- 62.85% |
$3.92K - $5.16K
|
159
$2.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-291- 0.94% |
$4.24K - $5.58K
|
30.6K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-333- 1.09% |
$4.85K - $6.39K
|
30.3K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-389- 3.23% |
$5.67K - $7.46K
|
11.7K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-391- 6.37% |
$5.7K - $7.5K
|
5.75K
$80.2K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-425- 2.69% |
$6.19K - $8.15K
|
15.4K
$215K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-600- 2.73% |
$8.74K - $11.5K
|
21.4K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-630- 16.96% |
$9.18K - $12.1K
|
3.08K
$43.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-644- 4.21% |
$9.38K - $12.4K
|
14.7K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-800- 3.63% |
$11.7K - $15.3K
|
21.2K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-967- 2.07% |
$14.1K - $18.5K
|
45.7K
$638K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.05K- 6.18% |
$15.3K - $20.2K
|
16K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.08K- 7.1% |
$15.8K - $20.7K
|
14.1K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.23K- 10.86% |
$17.9K - $23.6K
|
10.1K
$141K
|