Purchases and Sales Made in Q3 2024 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 12.02% |
$12.5K - $15.4K
|
10.8K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.15K+ 4.97% |
$12.4K - $15.2K
|
24.3K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.12K+ 4.37% |
$12K - $14.8K
|
26.7K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.09KNew |
$11.7K - $14.4K
|
1.09K
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1KNew |
$10.8K - $13.2K
|
1K
$14.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
974+ 104.96% |
$10.5K - $12.9K
|
1.9K
$28.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
852+ 1.05% |
$9.16K - $11.3K
|
82.3K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
819New |
$8.8K - $10.8K
|
819
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
709+ 119.56% |
$7.62K - $9.39K
|
1.3K
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
698+ 0.6% |
$7.5K - $9.24K
|
116K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
611New |
$6.57K - $8.09K
|
611
$9.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
598+ 83.17% |
$6.43K - $7.92K
|
1.32K
$19.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
520+ 448.28% |
$5.59K - $6.88K
|
636
$9.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 8.69% |
$5.38K - $6.62K
|
6.25K
$93.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
497+ 4.6% |
$5.34K - $6.58K
|
11.3K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
472+ 1.78% |
$5.07K - $6.25K
|
27K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
441+ 3.25% |
$4.74K - $5.84K
|
14K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
398New |
$4.28K - $5.27K
|
398
$5.94K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
385+ 2.97% |
$4.14K - $5.1K
|
13.4K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
357New |
$3.84K - $4.73K
|
357
$5.33K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
338+ 5.42% |
$3.63K - $4.48K
|
6.57K
$98.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
300New |
$3.23K - $3.97K
|
300
$4.48K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
266+ 1.59% |
$2.86K - $3.52K
|
17K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
264+ 0.96% |
$2.84K - $3.5K
|
27.7K
$413K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
260+ 260.0% |
$2.8K - $3.44K
|
360
$5.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
247+ 0.2% |
$2.66K - $3.27K
|
121K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$2.15K - $2.65K
|
200
$2.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
200+ 0.67% |
$2.15K - $2.65K
|
30.2K
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
198New |
$2.13K - $2.62K
|
198
$2.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
197New |
$2.12K - $2.61K
|
197
$2.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
173+ 0.09% |
$1.86K - $2.29K
|
194K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
162New |
$1.74K - $2.14K
|
162
$2.42K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
143+ 0.03% |
$1.54K - $1.89K
|
424K
$6.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
125+ 8.52% |
$1.34K - $1.66K
|
1.59K
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 5.71% |
$1.08K - $1.32K
|
1.85K
$27.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100+ 400.0% |
$1.08K - $1.32K
|
125
$1.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
80+ 7.66% |
$860 - $1.06K
|
1.13K
$16.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73+ 317.39% |
$785 - $967
|
96
$1.43K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 13.78% |
$710 - $874
|
545
$8.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
61+ 0.28% |
$656 - $808
|
21.7K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60+ 5.42% |
$645 - $794
|
1.17K
$17.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
51+ 0.42% |
$548 - $675
|
12.2K
$182K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
50New |
$538 - $662
|
50
$747
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
41New |
$441 - $543
|
41
$612
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40New |
$430 - $530
|
40
$597
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
39New |
$419 - $516
|
39
$582
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 49.12% |
$301 - $371
|
85
$1.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
24New |
$258 - $318
|
24
$358
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17New |
$183 - $225
|
17
$254
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11New |
$118 - $146
|
11
$164
|