Latest Institutional Transactions on Upland Software, Inc. (UPLD)
This table provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.12M- 91.36% |
$2.11M - $2.98M
|
106K
$382K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.9K- 0.7% |
$5.48K - $7.71K
|
409K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
99.5KNew |
$188K - $265K
|
99.5K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-688K- 93.23% |
$1.3M - $1.83M
|
50K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.24K- 32.36% |
$9.91K - $13.9K
|
11K
$39.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-438- 1.0% |
$828 - $1.17K
|
43.5K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.6K+ 2.15% |
$54K - $76.1K
|
1.36M
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16K+ 8.86% |
$30.2K - $42.6K
|
197K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.55K- 52.97% |
$2.94K - $4.13K
|
1.38K
$4.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9K+ 26.49% |
$60.3K - $84.9K
|
152K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18K- 93.24% |
$34.1K - $48K
|
1.31K
$4.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 63126.92% |
$62K - $87.3K
|
32.9K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.42K+ 6.21% |
$4.57K - $6.43K
|
41.3K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.91K- 92.53% |
$7.39K - $10.4K
|
316
$1.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.3KNew |
$32.7K - $46.1K
|
17.3K
$62.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.21K- 24.2% |
$7.96K - $11.2K
|
13.2K
$47.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
560KNew |
$1.06M - $1.49M
|
560K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.03K- 8.03% |
$11.4K - $16K
|
69K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
35.8KNew |
$67.7K - $95.3K
|
35.8K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
45.7K+ 21.77% |
$86.4K - $122K
|
256K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
7.99K+ 0.6% |
$15.1K - $21.2K
|
1.33M
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.3K- 19.83% |
$4.35K - $6.12K
|
9.3K
$33.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8K+ 79.69% |
$31.8K - $44.8K
|
37.9K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
30.1K+ 11.21% |
$56.9K - $80.1K
|
299K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-118K- 9.33% |
$223K - $314K
|
1.15M
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-12.8K- 35.62% |
$24.2K - $34K
|
23.1K
$83.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17K- 56.14% |
$32K - $45.1K
|
13.2K
$47.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-246- 12.96% |
$465 - $654
|
1.65K
$5.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
650+ 5.15% |
$1.23K - $1.73K
|
13.3K
$47.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.26K- 7.01% |
$8.05K - $11.3K
|
56.5K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.72K+ 1.29% |
$7.02K - $9.88K
|
292K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-62.9KClosed |
$119K - $167K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-12.6K- 4.39% |
$23.8K - $33.4K
|
274K
$989K
|
|
|
Nov 12, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$20.2K - $28.4K
|
10.7K
$38.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
432+ 0.44% |
$816 - $1.15K
|
99.7K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.3KNew |
$23.3K - $32.8K
|
12.3K
$44.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
4.79K+ 6.47% |
$9.06K - $12.7K
|
78.9K
$285K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
775New |
$1.46K - $2.06K
|
775
$2.8K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-26.3KClosed |
$49.7K - $70K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
14.4KNew |
$27.2K - $38.3K
|
14.4K
$52K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-193K- 39.16% |
$365K - $514K
|
300K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-767- 3.18% |
$1.45K - $2.04K
|
23.4K
$84.4K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.1KNew |
$22.8K - $32.1K
|
12.1K
$43.6K
|
|
|
Nov 05, 2024
Q3 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-1.04K- 0.07% |
$1.96K - $2.76K
|
1.43M
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-913- 0.45% |
$1.73K - $2.43K
|
204K
$737K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
316K+ 115.38% |
$597K - $840K
|
589K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$274 - $386
|
145
$523
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42K- 73.68% |
$79.4K - $112K
|
15K
$54.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100+ 200.0% |
$189 - $266
|
150
$542
|