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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
316K+ 115.38% |
$597K - $840K
|
589K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$274 - $386
|
145
$341
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-42K- 73.68% |
$79.4K - $112K
|
15K
$35.3K
|
|
|
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
$353
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.54K- 25.49% |
$11.2K - $18.6K
|
16.2K
$38.1K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.4KNew |
$39.1K - $65K
|
19.4K
$45.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-15K- 54.95% |
$30.3K - $50.4K
|
12.3K
$28.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-11.9K- 73.75% |
$24K - $39.9K
|
4.23K
$9.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-31.9K- 7.19% |
$64.5K - $107K
|
412K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-929- 2.75% |
$1.88K - $3.12K
|
32.9K
$77.2K
|
|
|
Aug 14, 2024
Q2 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-787K- 51.6% |
$1.59M - $2.65M
|
738K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-282K- 36.48% |
$570K - $948K
|
491K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.56K- 5.51% |
$5.18K - $8.62K
|
44K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
676+ 2.88% |
$1.37K - $2.27K
|
24.1K
$56.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
759K+ 134.22% |
$1.53M - $2.55M
|
1.33M
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.6K+ 6.89% |
$21.4K - $35.6K
|
164K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-456- 0.74% |
$921 - $1.53K
|
60.8K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.86K- 16.06% |
$13.9K - $23.1K
|
35.9K
$84.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.9K+ 74.59% |
$26.1K - $43.3K
|
30.2K
$70.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-20.7K- 14.66% |
$41.8K - $69.5K
|
120K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.8K+ 3.87% |
$7.68K - $12.8K
|
102K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
52.8K+ 4.36% |
$107K - $177K
|
1.26M
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-39.1K- 12.72% |
$79.1K - $131K
|
269K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 1.48% |
$39.3K - $65.4K
|
1.33M
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-194K- 91.78% |
$393K - $653K
|
17.4K
$40.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200Closed |
$404 - $672
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-71.2K- 28.29% |
$144K - $239K
|
181K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.02K- 7.43% |
$12.2K - $20.2K
|
75.1K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-193K- 47.95% |
$391K - $650K
|
210K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.8K- 9.77% |
$7.68K - $12.8K
|
35.1K
$82.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-84.3K- 79.96% |
$170K - $283K
|
21.1K
$49.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-217K- 20.7% |
$439K - $730K
|
833K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.9K- 11.48% |
$26K - $43.3K
|
99.3K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
BUY
|
- |
74.1KNew |
$150K - $249K
|
74.1K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 8.6% |
$2.02K - $3.36K
|
12.6K
$29.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 99.58% |
$25.1K - $41.8K
|
52
$122
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.7K+ 166.11% |
$35.7K - $59.4K
|
28.3K
$66.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.93KNew |
$5.93K - $9.86K
|
2.93K
$6.89K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.49K- 6.03% |
$5.04K - $8.38K
|
38.9K
$91.4K
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.66K- 1.28% |
$5.37K - $8.93K
|
205K
$482K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-65.5K- 99.94% |
$132K - $220K
|
39
$91.7
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-35.1K- 10.91% |
$70.9K - $118K
|
286K
$673K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
186K+ 180.58% |
$375K - $624K
|
288K
$678K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-35.8K- 6.77% |
$72.3K - $120K
|
493K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-166- 17.62% |
$335 - $558
|
776
$1.82K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.29K+ 5.28% |
$2.6K - $4.32K
|
25.6K
$60.2K
|
|
|
Aug 06, 2024
Q2 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-38.2K- 2.59% |
$77.2K - $128K
|
1.43M
$3.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5KNew |
$27.3K - $45.4K
|
13.5K
$31.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-101K- 7.61% |
$204K - $339K
|
1.22M
$2.88M
|
|