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 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
47New |
$702 - $1.23K
|
47
$656
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.53% |
$627 - $1.1K
|
2.78K
$38.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40+ 1.65% |
$598 - $1.05K
|
2.46K
$34.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
37+ 2.32% |
$553 - $972
|
1.64K
$22.8K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
35+ 0.34% |
$523 - $919
|
10.4K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
28+ 0.01% |
$418 - $735
|
294K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 1.2% |
$134 - $236
|
759
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8New |
$120 - $210
|
8
$112
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$44.8 - $78.8
|
3
$41.9
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 200.0% |
$29.9 - $52.5
|
3
$41.9
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 100.0% |
$29.9 - $52.5
|
4
$55.8
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.17% |
$14.9 - $26.3
|
597
$8.33K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.36% |
$29.9 - $52.5
|
560
$7.82K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9- 6.47% |
$134 - $236
|
130
$1.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-24- 0.12% |
$359 - $630
|
19.4K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 20.0% |
$374 - $657
|
100
$1.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-29- 67.44% |
$433 - $762
|
14
$195
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-33- 0.24% |
$493 - $867
|
13.9K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-40- 7.22% |
$598 - $1.05K
|
514
$7.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 7.85% |
$613 - $1.08K
|
481
$6.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-49- 0.09% |
$732 - $1.29K
|
57.4K
$802K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 81.33% |
$911 - $1.6K
|
14
$195
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-79- 1.38% |
$1.18K - $2.07K
|
5.67K
$79.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-90- 45.0% |
$1.34K - $2.36K
|
110
$1.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-109- 1.1% |
$1.63K - $2.86K
|
9.78K
$137K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-117- 73.58% |
$1.75K - $3.07K
|
42
$586
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-117- 73.58% |
$1.75K - $3.07K
|
42
$586
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-122- 42.36% |
$1.82K - $3.2K
|
166
$2.32K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-130- 10.16% |
$1.94K - $3.41K
|
1.15K
$16K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-180- 23.29% |
$2.69K - $4.73K
|
593
$8.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-202- 39.38% |
$3.02K - $5.3K
|
311
$4.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-254- 15.47% |
$3.79K - $6.67K
|
1.39K
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-300- 70.59% |
$4.48K - $7.88K
|
125
$1.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-330- 24.7% |
$4.93K - $8.67K
|
1.01K
$14K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-335- 2.19% |
$5K - $8.8K
|
15K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-376- 3.12% |
$5.62K - $9.87K
|
11.7K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-413- 1.07% |
$6.17K - $10.8K
|
38.3K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-475- 17.63% |
$7.1K - $12.5K
|
2.22K
$31K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-485- 2.85% |
$7.25K - $12.7K
|
16.6K
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-523- 3.29% |
$7.81K - $13.7K
|
15.4K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-577- 21.52% |
$8.62K - $15.2K
|
2.1K
$29.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-589- 3.6% |
$8.8K - $15.5K
|
15.8K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-899- 65.14% |
$13.4K - $23.6K
|
481
$6.71K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-902- 8.95% |
$13.5K - $23.7K
|
9.17K
$128K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-927- 4.18% |
$13.8K - $24.3K
|
21.3K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-999- 0.72% |
$14.9K - $26.2K
|
139K
$1.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1K- 11.91% |
$14.9K - $26.3K
|
7.4K
$103K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.02K- 6.58% |
$15.2K - $26.7K
|
14.4K
$202K
|