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
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-100
Closed
$1.79K - $3.41K
0 $0
Jan 21, 2022 Q4 2021
Kirr Marbach & CO LLC

SELL
 -
-6.9K
Closed
$124K - $235K
0 $0
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
BUY
 -
1
New
$17.9 - $34.1
1 $3.32
Jan 19, 2022 Q4 2021
Whittier Trust CO Of Nevada Inc

SELL
 -
-620
Closed
$11.1K - $21.2K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Precept Management LLC

Dallas, TX
SELL
 -
-9.43K
- 21.31%
$315K - $393K
34.8K $116K
Nov 15, 2021 Q3 2021
General Equity Holdings LP

Brooklyn, NY
SELL
 -
-173K
Closed
$5.77M - $7.2M
0 $0
Nov 12, 2021 Q3 2021
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-44
Closed
$1.47K - $1.83K
0 $0
Nov 12, 2021 Q3 2021
Clearbridge Investments, LLC

New York, NY
SELL
 -
-11.4K
Closed
$380K - $473K
0 $0
Nov 12, 2021 Q3 2021
Pro Share Advisors LLC

SELL
 -
-7.42K
Closed
$248K - $309K
0 $0
Nov 12, 2021 Q3 2021
Channing Capital Management, LLC

Chicago, IL
SELL
 -
-510K
Closed
$17.1M - $21.3M
0 $0
Oct 18, 2021 Q3 2021
Axiom Investment Management LLC

New York, NY
SELL
 -
-5.29K
Closed
$177K - $220K
0 $0
Q2 2021
Aug 17, 2021 Q2 2021
Castleark Management LLC

Chicago, IL
SELL
 -
-26.9K
Closed
$1.05M - $1.37M
0 $0
Aug 16, 2021 Q2 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-8.21K
Closed
$320K - $419K
0 $0
Aug 16, 2021 Q2 2021
Silvercrest Asset Management Group LLC

New York, NY
SELL
 -
-221K
Closed
$8.62M - $11.3M
0 $0
Aug 16, 2021 Q2 2021
Oberweis Asset Management Inc

Lisle, IL
SELL
 -
-28.6K
Closed
$1.11M - $1.46M
0 $0
Aug 16, 2021 Q2 2021
Paradiem, LLC

SELL
 -
-61K
Closed
$2.38M - $3.12M
0 $0
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
9.23K
New
$359K - $471K
9.23K $30.6K
Aug 16, 2021 Q2 2021
Portolan Capital Management, LLC

Boston, MA
SELL
 -
-176K
Closed
$6.84M - $8.98M
0 $0
Aug 16, 2021 Q2 2021
Venator Capital Management Ltd.

Toronto, A6
SELL
 -
-70K
Closed
$2.73M - $3.58M
0 $0
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-53K
Closed
$2.06M - $2.71M
0 $0
Aug 13, 2021 Q2 2021
Juncture Wealth Strategies, LLC

SELL
 -
-20.2K
Closed
$788K - $1.03M
0 $0
Aug 12, 2021 Q2 2021
Lazard Asset Management LLC

New York, NY
SELL
 -
-1.65K
Closed
$64.4K - $84.5K
0 $0
Aug 12, 2021 Q2 2021
Keybank National Association

SELL
 -
-4.81K
Closed
$187K - $246K
0 $0
Aug 11, 2021 Q2 2021
Pitcairn CO

Jenkintown, PA
SELL
 -
-7.93K
Closed
$309K - $405K
0 $0
Aug 11, 2021 Q2 2021
Friess Associates LLC

Greenville, DE
SELL
 -
-78.9K
Closed
$3.07M - $4.03M
0 $0
Aug 11, 2021 Q2 2021
Lord, Abbett & Co. LLC

Jersey City, NJ
SELL
 -
-168K
Closed
$6.53M - $8.57M
0 $0
Aug 10, 2021 Q2 2021
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-33.7K
Closed
$1.31M - $1.72M
0 $0
Aug 10, 2021 Q2 2021
Argent Capital Management LLC

SELL
 -
-9.69K
Closed
$377K - $495K
0 $0
Aug 06, 2021 Q2 2021
Sei Investments CO

Oaks, PA
SELL
 -
-7.62K
Closed
$297K - $389K
0 $0
Aug 06, 2021 Q2 2021
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-7.46K
Closed
$291K - $381K
0 $0
Aug 05, 2021 Q2 2021
Financial Management Professionals, Inc.

SELL
 -
-1.55K
Closed
$60.5K - $79.3K
0 $0
Aug 05, 2021 Q2 2021
Intrust Bank Na

Wichita, KS
SELL
 -
-4.46K
Closed
$174K - $228K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-246
Closed
$9.58K - $12.6K
0 $0
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
SELL
 -
-7.87K
Closed
$306K - $402K
0 $0
Aug 03, 2021 Q2 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-13.4K
Closed
$520K - $682K
0 $0
Jul 29, 2021 Q2 2021
Avalon Investment & Advisory

Houston, TX
SELL
 -
-74.6K
Closed
$2.9M - $3.81M
0 $0
Jul 29, 2021 Q2 2021
Brown Advisory Inc

SELL
 -
-121K
Closed
$4.71M - $6.18M
0 $0
Jul 23, 2021 Q2 2021
Mesirow Financial Investment Management, Inc.

SELL
 -
-8.81K
Closed
$343K - $450K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-14
Closed
$545 - $715
0 $0
Jul 19, 2021 Q2 2021
Mai Capital Management

SELL
 -
-4.26K
Closed
$166K - $218K
0 $0
Jul 16, 2021 Q2 2021
Farmers & Merchants Investments Inc

SELL
 -
-190
Closed
$7.4K - $9.71K
0 $0
Jul 07, 2021 Q2 2021
Arlington Partners LLC

SELL
 -
-2.45K
Closed
$95.4K - $125K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Quadrature Capital LTD

London, X0
SELL
 -
-10.6K
Closed
$472K - $551K
0 $0
May 14, 2021 Q1 2021
Nantahala Capital Management, LLC

New Canaan, CT
SELL
 -
-501K
Closed
$22.3M - $26M
0 $0
May 13, 2021 Q1 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-82K
Closed
$3.64M - $4.25M
0 $0
May 11, 2021 Q1 2021
Jacobi Capital Management LLC

SELL
 -
-40
Closed
$1.78K - $2.08K
0 $0
May 10, 2021 Q1 2021
Pender Fund Capital Management Ltd.

Vancouver, A1
SELL
 -
-29.6K
Closed
$1.31M - $1.54M
0 $0
May 03, 2021 Q1 2021
Mesirow Financial Investment Management Equity & Fixed Income

Chicago, IL
SELL
 -
-116K
Closed
$5.15M - $6.02M
0 $0
Q4 2020
Feb 18, 2021 Q4 2020
Truist Financial Corp

SELL
 -
-10.1K
- 8.46%
$398K - $503K
110K $364K

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