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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 12.5% |
$64.5 - $79.4
|
42
$541
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 53.85% |
$75.3 - $92.7
|
6
$77.2
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-50- 64.94% |
$538 - $662
|
27
$347
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 35.71% |
$538 - $662
|
90
$1.16K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57- 0.57% |
$613 - $755
|
9.95K
$128K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-70- 12.54% |
$753 - $927
|
488
$6.28K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-75- 52.82% |
$806 - $993
|
67
$862
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-89- 2.35% |
$957 - $1.18K
|
3.7K
$47.6K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 78.74% |
$1.08K - $1.32K
|
27
$347
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-123- 53.48% |
$1.32K - $1.63K
|
107
$1.38K
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-150- 5.36% |
$1.61K - $1.99K
|
2.65K
$34.1K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-163- 77.62% |
$1.75K - $2.16K
|
47
$605
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-164- 5.34% |
$1.76K - $2.17K
|
2.91K
$37.4K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-212- 85.48% |
$2.28K - $2.81K
|
36
$463
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-216- 1.37% |
$2.32K - $2.86K
|
15.6K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-219- 47.82% |
$2.35K - $2.9K
|
239
$3.08K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-254- 15.96% |
$2.73K - $3.36K
|
1.34K
$17.2K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 26.72% |
$3.76K - $4.63K
|
960
$12.4K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-381- 0.09% |
$4.1K - $5.04K
|
402K
$5.17M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-468- 0.12% |
$5.03K - $6.2K
|
385K
$4.95M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-558- 1.33% |
$6K - $7.39K
|
41.4K
$533K
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-565- 3.68% |
$6.07K - $7.48K
|
14.8K
$190K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-673- 77.89% |
$7.23K - $8.91K
|
191
$2.46K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-694- 69.61% |
$7.46K - $9.19K
|
303
$3.9K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-732- 93.61% |
$7.87K - $9.69K
|
50
$644
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-735- 4.73% |
$7.9K - $9.73K
|
14.8K
$191K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-788- 16.69% |
$8.47K - $10.4K
|
3.93K
$50.6K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-879- 2.63% |
$9.45K - $11.6K
|
32.6K
$419K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-903- 68.2% |
$9.71K - $12K
|
421
$5.42K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-910- 5.65% |
$9.78K - $12K
|
15.2K
$195K
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-1K- 4.35% |
$10.8K - $13.2K
|
22K
$283K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-1.03K- 96.26% |
$11.1K - $13.6K
|
40
$515
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.09K- 0.54% |
$11.7K - $14.4K
|
201K
$2.58M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.11K- 1.03% |
$11.9K - $14.7K
|
106K
$1.37M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.13K- 3.36% |
$12.1K - $15K
|
32.5K
$418K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 5.77% |
$13K - $16K
|
19.8K
$254K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 2.58% |
$13.4K - $16.5K
|
47.1K
$606K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.3K- 0.84% |
$13.9K - $17.2K
|
154K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 23.15% |
$15K - $18.4K
|
4.62K
$59.5K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.74K- 50.8% |
$18.7K - $23K
|
1.68K
$21.7K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 66.49% |
$26.3K - $32.4K
|
1.23K
$15.9K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.64K- 18.18% |
$28.3K - $34.9K
|
11.9K
$153K
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.65K- 14.28% |
$28.5K - $35.1K
|
15.9K
$205K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.94K- 64.5% |
$31.6K - $38.9K
|
1.62K
$20.8K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.1K- 0.77% |
$33.4K - $41.1K
|
400K
$5.15M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.33K- 4.55% |
$35.8K - $44.1K
|
69.9K
$899K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.36K- 1.69% |
$36.1K - $44.5K
|
196K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.4K- 25.05% |
$36.5K - $44.9K
|
10.2K
$131K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.4K- 6.02% |
$36.6K - $45.1K
|
53.1K
$684K
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.43K- 1.14% |
$36.8K - $45.4K
|
297K
$3.82M
|