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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-300Closed |
$11.8K - $14.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.1KClosed |
$751K - $948K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-200Closed |
$7.85K - $9.92K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22+ 95.65% |
$692 - $904
|
45
$106
|
|
|
Nov 16, 2020
Q3 2020
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
14.1KNew |
$443K - $579K
|
14.1K
$33.1K
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
4.5KNew |
$142K - $185K
|
4.5K
$10.6K
|
|
|
Nov 13, 2020
Q3 2020
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-22.9KClosed |
$721K - $942K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47Closed |
$1.48K - $1.93K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
292+ 15.15% |
$9.18K - $12K
|
2.22K
$5.21K
|
|
|
Nov 13, 2020
Q3 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-598Closed |
$18.8K - $24.6K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.5KClosed |
$518K - $676K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-20.6KClosed |
$648K - $846K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.04KClosed |
$64K - $83.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6Closed |
$189 - $246
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-84.1KClosed |
$2.65M - $3.46M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-73Closed |
$2.3K - $3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-8.33KClosed |
$262K - $342K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-144KClosed |
$4.54M - $5.92M
|
0
$0
|
|
| Q2 2020 | |||||||
|
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10.1KNew |
$250K - $379K
|
10.1K
$23.8K
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500Closed |
$12.3K - $18.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1K- 6.49% |
$24.7K - $37.4K
|
14.4K
$33.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-61.6KClosed |
$1.52M - $2.3M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.7KClosed |
$190K - $288K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.11KClosed |
$27.3K - $41.4K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-61.6KClosed |
$1.52M - $2.3M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-165Closed |
$4.07K - $6.16K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.19KClosed |
$116K - $231K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
50KNew |
$1.12M - $2.23M
|
50K
$118K
|
|
|
May 15, 2020
Q1 2020
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-293KClosed |
$6.57M - $13.1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.36KClosed |
$75.2K - $150K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
- |
-42.5KClosed |
$951K - $1.9M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6.43KClosed |
$144K - $287K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$264K - $525K
|
11.8K
$27.7K
|
|
|
May 08, 2020
Q1 2020
|
Aigen Investment Management, LP
|
SELL
|
- |
-20Closed |
$448 - $892
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-60KClosed |
$1.34M - $2.68M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-7.98KClosed |
$178K - $356K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Pembroke Management, LTD
|
SELL
|
- |
-442KClosed |
$9.9M - $19.7M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-10.9KClosed |
$244K - $486K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-300Closed |
$6.71K - $13.4K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-120Closed |
$2.69K - $5.35K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.15MClosed |
$40.1M - $47.1M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$17.4K - $20.4K
|
500
$1.18K
|
|
|
Feb 14, 2020
Q4 2019
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-34.1KClosed |
$1.19M - $1.39M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-8.62KClosed |
$300K - $352K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Matrix Capital Management Company, LP
Waltham, MA |
SELL
|
- |
-10KClosed |
$348K - $409K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-128KClosed |
$4.46M - $5.24M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$377K - $443K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-147KClosed |
$5.13M - $6.02M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1KClosed |
$34.8K - $40.9K
|
0
$0
|
|