Purchases and Sales Made in Q4 2023 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
782New |
$11.7K - $20.5K
|
782
$10.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
760New |
$11.4K - $20K
|
760
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 1.08% |
$10.5K - $18.4K
|
65.3K
$911K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600+ 35.71% |
$8.96K - $15.8K
|
2.28K
$31.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
598+ 4.95% |
$8.93K - $15.7K
|
12.7K
$177K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
598+ 4.95% |
$8.93K - $15.7K
|
12.7K
$177K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
526New |
$7.86K - $13.8K
|
526
$7.34K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
492+ 0.26% |
$7.35K - $12.9K
|
189K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
471New |
$7.04K - $12.4K
|
471
$6.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
470+ 1.03% |
$7.02K - $12.3K
|
46.2K
$644K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
426+ 3.07% |
$6.36K - $11.2K
|
14.3K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
426+ 3.07% |
$6.36K - $11.2K
|
14.3K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
410New |
$6.13K - $10.8K
|
410
$5.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
394New |
$5.89K - $10.3K
|
394
$5.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
380+ 20.32% |
$5.68K - $9.98K
|
2.25K
$31.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
360+ 0.25% |
$5.38K - $9.45K
|
144K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
356+ 2.77% |
$5.32K - $9.35K
|
13.2K
$185K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
274New |
$4.09K - $7.2K
|
274
$3.83K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
263New |
$3.93K - $6.91K
|
263
$3.67K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
253+ 84.9% |
$3.78K - $6.64K
|
551
$7.69K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
215+ 3.77% |
$3.21K - $5.65K
|
5.92K
$82.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
212+ 0.81% |
$3.17K - $5.57K
|
26.4K
$369K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 5.63% |
$2.99K - $5.25K
|
3.75K
$52.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$2.99K - $5.25K
|
200
$2.79K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
158New |
$2.36K - $4.15K
|
158
$2.21K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
142+ 4.71% |
$2.12K - $3.73K
|
3.16K
$44K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
140New |
$2.09K - $3.68K
|
140
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
130+ 122.64% |
$1.94K - $3.41K
|
236
$3.29K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
122New |
$1.82K - $3.2K
|
122
$1.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
120New |
$1.79K - $3.15K
|
120
$1.68K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
116+ 3.57% |
$1.73K - $3.05K
|
3.37K
$47K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
116+ 3.57% |
$1.73K - $3.05K
|
3.37K
$47K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
113+ 353.13% |
$1.69K - $2.97K
|
145
$2.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
102+ 0.35% |
$1.52K - $2.68K
|
28.9K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100New |
$1.49K - $2.63K
|
100
$1.4K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
100New |
$1.49K - $2.63K
|
100
$1.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100+ 370.37% |
$1.49K - $2.63K
|
127
$1.77K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
98New |
$1.46K - $2.57K
|
98
$1.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
92New |
$1.37K - $2.42K
|
92
$1.28K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84New |
$1.25K - $2.21K
|
84
$1.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
75New |
$1.12K - $1.97K
|
75
$1.05K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
75New |
$1.12K - $1.97K
|
75
$1.05K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 5.94% |
$1.09K - $1.92K
|
1.3K
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 2.27% |
$1.05K - $1.84K
|
3.15K
$44K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57New |
$852 - $1.5K
|
57
$796
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
56+ 0.42% |
$837 - $1.47K
|
13.3K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 0.99% |
$747 - $1.31K
|
5.11K
$71.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$747 - $1.31K
|
50
$698
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49+ 1225.0% |
$732 - $1.29K
|
53
$740
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48New |
$717 - $1.26K
|
48
$670
|