Latest Institutional Transactions on Upland Software, Inc. (UPLD)

UPLD Quotes by TradingView

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
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
23.4K
New
$148K - $204K
23.4K $44.9K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
447
New
$2.83K - $3.9K
447 $858
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
209
+ 360.34%
$1.33K - $1.82K
267 $513
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-223
- 81.68%
$1.41K - $1.94K
50 $96
Feb 02, 2023 Q4 2022
Monarch Partners Asset Management LLC

BUY
 -
1.31K
+ 0.73%
$8.33K - $11.5K
181K $347K
Jan 30, 2023 Q4 2022
High Tower Trust Services, Lta

SELL
 -
-321
- 0.81%
$2.04K - $2.8K
39.3K $75.4K
Jan 30, 2023 Q4 2022
Seizert Capital Partners, LLC

BUY
 -
31.2K
New
$198K - $272K
31.2K $59.9K
Jan 26, 2023 Q4 2022
Comerica Bank

SELL
 -
-70.3K
- 70.23%
$446K - $613K
29.8K $57.2K
Jan 06, 2023 Q4 2022
Massmutual Trust CO Fsb

BUY
 -
41
New
$260 - $358
41 $78.7
Q3 2022
Nov 14, 2022 Q3 2022
Aquatic Capital Management LLC

Chicago, IL
SELL
 -
-100
- 20.0%
$812 - $1.52K
400 $768
Nov 14, 2022 Q3 2022
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
4.91K
+ 99.39%
$39.9K - $74.8K
9.85K $18.9K
Nov 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-11.3K
- 44.87%
$91.5K - $172K
13.8K $26.6K
Nov 14, 2022 Q3 2022
Walleye Trading LLC

Plymouth, MN
SELL
 -
-14.7K
- 60.12%
$119K - $224K
9.76K $18.7K
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-668
Closed
$5.42K - $10.2K
0 $0
Nov 14, 2022 Q3 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 -
-50.5K
- 64.15%
$410K - $769K
28.2K $54.2K
Nov 14, 2022 Q3 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 PUT
-503K
- 94.91%
$4.09M - $7.66M
27K $51.8K
Nov 14, 2022 Q3 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
11K
New
$89.2K - $167K
11K $21.1K
Nov 10, 2022 Q3 2022
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
265
New
$2.15K - $4.04K
265 $509
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

SELL
 -
-18
- 6.64%
$146 - $274
253 $486
Nov 09, 2022 Q3 2022
Swiss National Bank

Zurich, V8
BUY
 -
2.1K
+ 3.25%
$17.1K - $32K
66.8K $128K
Nov 02, 2022 Q3 2022
Counterpoint Mutual Funds LLC

BUY
 -
12.9K
New
$104K - $196K
12.9K $24.7K
Nov 01, 2022 Q3 2022
Great West Life Assurance CO

Winnipeg, A2
BUY
 -
1.77K
New
$14.4K - $26.9K
1.77K $3.4K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.3K
+ 76.72%
$10.5K - $19.7K
2.98K $5.73K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
276
New
$2.24K - $4.2K
276 $530
Oct 19, 2022 Q3 2022
Nordea Investment Management Ab

Stockholm, V7
SELL
 -
-5.56K
- 2.51%
$45.1K - $84.7K
216K $414K
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
92
New
$747 - $1.4K
92 $177
Oct 18, 2022 Q3 2022
Bernzott Capital Advisors

SELL
 -
-534K
- 48.3%
$4.34M - $8.14M
572K $1.1M
Oct 13, 2022 Q3 2022
Wedge Capital Management L L P

SELL
 -
-3.09K
- 0.9%
$25.1K - $47.1K
338K $650K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
95
New
$771 - $1.45K
95 $182
Q2 2022
Aug 19, 2022 Q2 2022
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-11.7K
Closed
$148K - $210K
0 $0
Aug 15, 2022 Q2 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
75.4K
New
$952K - $1.35M
75.4K $145K
Aug 15, 2022 Q2 2022
G2 Investment Partners Management LLC

New York, NY
BUY
 -
72.2K
+ 20.84%
$911K - $1.29M
419K $804K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-84
Closed
$1.06K - $1.5K
0 $0
Aug 15, 2022 Q2 2022
Putnam Investments LLC

Boston, MA
SELL
 -
-79.1K
Closed
$998K - $1.41M
0 $0
Aug 15, 2022 Q2 2022
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-204
Closed
$2.57K - $3.65K
0 $0
Aug 15, 2022 Q2 2022
Voloridge Investment Management, LLC

Jupiter, FL
SELL
 -
-98.3K
- 86.25%
$1.24M - $1.76M
15.7K $30.1K
Aug 15, 2022 Q2 2022
Bayesian Capital Management, LP

Brooklyn, NY
SELL
 -
-14K
Closed
$177K - $250K
0 $0
Aug 12, 2022 Q2 2022
Hap Trading, LLC

New York, NY
BUY
 -
33.9K
+ 53.12%
$427K - $606K
97.6K $187K
Aug 12, 2022 Q2 2022
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
SELL
 -
-26.5K
Closed
$334K - $474K
0 $0
Aug 12, 2022 Q2 2022
Peak6 Investments LLC

Chicago, IL
SELL
 -
-7.29K
- 8.92%
$91.9K - $130K
74.4K $143K
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
SELL
 -
-10.3K
Closed
$130K - $184K
0 $0
Aug 12, 2022 Q2 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-15.7K
- 14.97%
$198K - $280K
89.1K $171K
Aug 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-159K
Closed
$2.01M - $2.85M
0 $0
Aug 11, 2022 Q2 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
650
+ 52.0%
$8.2K - $11.6K
1.9K $3.65K
Aug 11, 2022 Q2 2022
Knott David M Jr

Syosset, NY
SELL
 -
-200K
Closed
$2.52M - $3.58M
0 $0
Aug 11, 2022 Q2 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-653
Closed
$8.24K - $11.7K
0 $0
Aug 10, 2022 Q2 2022
William Blair Investment Management, LLC

Chicago, IL
SELL
 -
-224K
- 37.26%
$2.83M - $4.01M
378K $725K
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-220
- 1.56%
$2.78K - $3.93K
13.9K $26.6K
Aug 09, 2022 Q2 2022
Wcm Investment Management, LLC

Laguna Beach, CA
SELL
 -
-420K
Closed
$5.3M - $7.51M
0 $0

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