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 14, 2020 Q4 2019
Matrix Capital Management Company, LP

Waltham, MA
SELL
 -
-10K
Closed
$348K - $409K
0 $0
Feb 13, 2020 Q4 2019
Jefferies Group LLC

New York, NY
SELL
 -
-10.8K
Closed
$377K - $443K
0 $0
Feb 13, 2020 Q4 2019
Hood River Capital Management LLC

Palm Beach Gardens, FL
SELL
 -
-128K
Closed
$4.46M - $5.24M
0 $0
Feb 12, 2020 Q4 2019
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1K
Closed
$34.8K - $40.9K
0 $0
Feb 12, 2020 Q4 2019
Driehaus Capital Management LLC

Chicago, IL
SELL
 -
-147K
Closed
$5.13M - $6.02M
0 $0
Feb 11, 2020 Q4 2019
Mackay Shields LLC

SELL
 -
-12.3K
Closed
$427K - $501K
0 $0
Feb 07, 2020 Q4 2019
Globeflex Capital L P

San Diego, CA
SELL
 -
-21.5K
Closed
$747K - $877K
0 $0
Feb 07, 2020 Q4 2019
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-496
Closed
$17.3K - $20.3K
0 $0
Q3 2019
Nov 15, 2019 Q3 2019
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-285K
Closed
$9.59M - $13.6M
0 $0
Nov 14, 2019 Q3 2019
Engle Capital Management, L.P.

Greenwich, CT
SELL
 -
-195K
Closed
$6.57M - $9.31M
0 $0
Nov 14, 2019 Q3 2019
Tiger Eye Capital LLC

New York, NY
SELL
 -
-411K
Closed
$13.8M - $19.6M
0 $0
Nov 14, 2019 Q3 2019
Axa S.A.

Paris, I0
SELL
 -
-4.7K
Closed
$158K - $224K
0 $0
Nov 13, 2019 Q3 2019
Eam Global Investors LLC

Solana Beach, CA
SELL
 -
-38.4K
Closed
$1.29M - $1.83M
0 $0
Nov 13, 2019 Q3 2019
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-59.3K
Closed
$2M - $2.83M
0 $0
Nov 12, 2019 Q3 2019
Crown Advisors Management, Inc.

Larkspur, CA
SELL
 -
-50K
Closed
$1.68M - $2.39M
0 $0
Nov 08, 2019 Q3 2019
Meridian Wealth Management, LLC

SELL
 -
-500
Closed
$16.8K - $23.9K
0 $0
Nov 07, 2019 Q3 2019
Sawtooth Solutions, LLC

SELL
 -
-4.46K
Closed
$150K - $213K
0 $0
Nov 01, 2019 Q3 2019
Creative Planning

Overland Park, KS
BUY
 CALL
1K
New
$33.7K - $47.7K
1K $3.61K
Oct 31, 2019 Q3 2019
Dorsey Wright & Associates

SELL
 -
-544
Closed
$18.3K - $26K
0 $0
Oct 29, 2019 Q3 2019
B & T Capital Management Dba Alpha Capital Management

BUY
 -
10
New
$337 - $477
10 $36.1
Oct 21, 2019 Q3 2019
York Bridge Wealth Partners, LLC

SELL
 -
-186
Closed
$6.26K - $8.88K
0 $0
Oct 10, 2019 Q3 2019
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-99
Closed
$3.33K - $4.73K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Zacks Investment Management

Chicago, IL
SELL
 -
-13K
Closed
$522K - $687K
0 $0
Aug 14, 2019 Q2 2019
Symmetry Peak Management LLC

Radnor, PA
SELL
 -
-7.5K
Closed
$300K - $396K
0 $0
Aug 14, 2019 Q2 2019
Caxton Associates LP

New York, NY
SELL
 -
-21.3K
Closed
$853K - $1.12M
0 $0
Aug 13, 2019 Q2 2019
Mount Yale Investment Advisors, LLC

SELL
 -
-5.14K
Closed
$206K - $271K
0 $0
Aug 12, 2019 Q2 2019
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-900
Closed
$36K - $47.5K
0 $0
Aug 09, 2019 Q2 2019
Atria Investments LLC

Charlotte, NC
BUY
 -
15.6K
New
$626K - $825K
15.6K $56.4K
Aug 08, 2019 Q2 2019
Omers Administration Corp

Toronto, A6
SELL
 -
-6.3K
Closed
$252K - $332K
0 $0
Jul 24, 2019 Q2 2019
Nj State Employees Deferred Compensation Plan

SELL
 -
-8K
Closed
$320K - $422K
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-100
Closed
$4K - $5.28K
0 $0
Q1 2019
Apr 12, 2019 Q1 2019
Calamos Advisors LLC

SELL
 -
-9.62K
Closed
$256K - $419K
0 $0
Q4 2018
Apr 03, 2019 Q4 2018
Kore Private Wealth LLC

New York, NY
BUY
 -
1.37M
New
$35M - $50.3M
1.37M $4.95M
Feb 14, 2019 Q4 2018
Axiom Investors LLC

Greenwich, CT
SELL
 -
-60.4K
Closed
$1.54M - $2.22M
0 $0
Feb 14, 2019 Q4 2018
Hbk Investments L P

Dallas, TX
BUY
 -
42
+ 0.25%
$1.07K - $1.54K
16.5K $59.7K
Feb 13, 2019 Q4 2018
Capital Fund Management S.A.

Paris, I0
SELL
 -
-10.9K
Closed
$278K - $400K
0 $0
Feb 06, 2019 Q4 2018
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-27.7K
Closed
$708K - $1.02M
0 $0
Feb 05, 2019 Q4 2018
Portfolio Solutions, LLC

Troy, MI
BUY
 -
250
New
$6.39K - $9.17K
250 $903
Jan 25, 2019 Q4 2018
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-6.59K
Closed
$168K - $242K
0 $0
Q3 2018
Jul 13, 2023 Q3 2018
Metropolitan Life Insurance CO

New York, NY
BUY
 -
3.67K
+ 226.09%
$114K - $139K
5.3K $19.1K
Nov 14, 2018 Q3 2018
Thompson Davis & Co., Inc.

SELL
 -
-4.18K
Closed
$129K - $158K
0 $0
Nov 13, 2018 Q3 2018
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-8.19K
Closed
$253K - $311K
0 $0
Nov 13, 2018 Q3 2018
Highbridge Capital Management LLC

New York, NY
SELL
 -
-6.5K
Closed
$201K - $247K
0 $0
Oct 16, 2018 Q3 2018
Hamilton Lane Advisors LLC

SELL
 -
-39.9K
Closed
$1.23M - $1.51M
0 $0
Q2 2018
Aug 14, 2018 Q2 2018
Ibex Investors LLC

SELL
 -
-9.8K
Closed
$266K - $357K
0 $0
Aug 13, 2018 Q2 2018
Avantax Planning Partners, Inc.

SELL
 -
-18
Closed
$489 - $656
0 $0
Aug 10, 2018 Q2 2018
United Services Automobile Association

San Antonio, TX
SELL
 -
-18.1K
Closed
$492K - $660K
0 $0
Aug 08, 2018 Q2 2018
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-8.54K
Closed
$232K - $311K
0 $0
Aug 06, 2018 Q2 2018
Strs Ohio

SELL
 -
-2.1K
Closed
$57K - $76.6K
0 $0

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