Latest Institutional Purchases of Upland Software, Inc. (UPLD)
This list provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100+ 200.0% |
$189 - $266
|
150
$353
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
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 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
186K+ 180.58% |
$375K - $624K
|
288K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
BUY
|
- |
74.1KNew |
$150K - $249K
|
74.1K
$174K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 1.48% |
$39.3K - $65.4K
|
1.33M
$3.13M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.4KNew |
$39.1K - $65K
|
19.4K
$45.5K
|
|
|
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 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5KNew |
$27.3K - $45.4K
|
13.5K
$31.7K
|
|
|
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
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.6K+ 6.89% |
$21.4K - $35.6K
|
164K
$386K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
6.02K+ 4.17% |
$12.2K - $20.2K
|
150K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.8K+ 3.87% |
$7.68K - $12.8K
|
102K
$240K
|
|
|
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 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 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 8.6% |
$2.02K - $3.36K
|
12.6K
$29.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$2.02K - $3.36K
|
1K
$2.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
676+ 2.88% |
$1.37K - $2.27K
|
24.1K
$56.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211+ 541.03% |
$426 - $709
|
250
$588
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$28.3 - $47
|
14
$32.9
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
136K+ 110.91% |
$322K - $667K
|
259K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41KNew |
$96.8K - $200K
|
41K
$96.4K
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
30K+ 6.13% |
$70.8K - $147K
|
519K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9KNew |
$28.2K - $58.4K
|
11.9K
$28.1K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9K+ 922.65% |
$28K - $58K
|
13.1K
$30.9K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11KNew |
$25.9K - $53.7K
|
11K
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$23.7K - $49K
|
10K
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.41K+ 38.17% |
$22.2K - $46K
|
34.1K
$80K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 1.36% |
$7.08 - $14.7
|
223
$524
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
79.6KNew |
$264K - $396K
|
79.6K
$187K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 494.44% |
$177K - $266K
|
64.2K
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$170K - $255K
|
51.2K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.5KNew |
$168K - $251K
|
50.5K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$162K - $244K
|
48.9K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
44.1KNew |
$147K - $220K
|
44.1K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.8KNew |
$75.6K - $113K
|
22.8K
$53.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$46.8K - $70.2K
|
14.1K
$33.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.4KNew |
$44.6K - $66.9K
|
13.4K
$31.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
11.8KNew |
$39.2K - $58.8K
|
11.8K
$27.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
900+ 180.0% |
$2.99K - $4.48K
|
1.4K
$3.29K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
99New |
$329 - $493
|
99
$233
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44+ 12.72% |
$146 - $219
|
390
$917
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
20New |
$66.4 - $99.6
|
20
$47
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$56.4 - $84.7
|
17
$40
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
43.5K+ 3.38% |
$109K - $201K
|
1.33M
$3.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$58.4K - $108K
|
23.4K
$54.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
750New |
$1.88K - $3.47K
|
750
$1.76K
|
|