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 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 494.44% |
$177K - $266K
|
64.2K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$170K - $255K
|
51.2K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.5KNew |
$168K - $251K
|
50.5K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$162K - $244K
|
48.9K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.8KNew |
$75.6K - $113K
|
22.8K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$46.8K - $70.2K
|
14.1K
$63.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.4KNew |
$44.6K - $66.9K
|
13.4K
$60.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
11.8KNew |
$39.2K - $58.8K
|
11.8K
$53.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
900+ 180.0% |
$2.99K - $4.48K
|
1.4K
$6.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
99New |
$329 - $493
|
99
$446
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44+ 12.72% |
$146 - $219
|
390
$1.76K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
20New |
$66.4 - $99.6
|
20
$90
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$56.4 - $84.7
|
17
$76.5
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
43.5K+ 3.38% |
$109K - $201K
|
1.33M
$5.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$58.4K - $108K
|
23.4K
$105K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
750New |
$1.88K - $3.47K
|
750
$3.38K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
259New |
$648 - $1.2K
|
259
$1.17K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
65.1K+ 108.32% |
$183K - $267K
|
125K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
21.9K+ 1541.98% |
$61.6K - $90.1K
|
23.3K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
16.4K+ 221.38% |
$46.2K - $67.5K
|
23.9K
$107K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$37.9K - $55.5K
|
13.5K
$60.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.97K+ 10.11% |
$5.54K - $8.1K
|
21.5K
$96.6K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$1.12K - $1.64K
|
400
$1.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
104New |
$292 - $427
|
104
$468
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
67.2K+ 361.71% |
$268K - $621K
|
85.7K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 38.79% |
$193K - $448K
|
173K
$780K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
33.6K+ 39.22% |
$134K - $311K
|
119K
$536K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.1KNew |
$80.2K - $186K
|
20.1K
$90.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
17KNew |
$67.8K - $157K
|
17K
$76.5K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14KNew |
$55.9K - $130K
|
14K
$63K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.5KNew |
$45.9K - $107K
|
11.5K
$51.8K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$42.2K - $97.8K
|
10.6K
$47.6K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.02K+ 49.65% |
$24K - $55.6K
|
18.1K
$81.6K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5K+ 110.55% |
$20K - $46.3K
|
9.52K
$42.9K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.71KNew |
$6.83K - $15.8K
|
1.71K
$7.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
324New |
$1.29K - $3K
|
324
$1.46K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
284+ 2.03% |
$1.13K - $2.63K
|
14.3K
$64.2K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
137New |
$547 - $1.27K
|
137
$617
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
135New |
$539 - $1.25K
|
135
$608
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
CALL |
100New |
$399 - $925
|
100
$450
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$399 - $925
|
100
$450
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84+ 50.6% |
$335 - $777
|
250
$1.13K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
59+ 163.89% |
$235 - $546
|
95
$428
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
279K+ 29.93% |
$1.77M - $2.43M
|
1.21M
$5.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
BUY
|
- |
230KNew |
$1.46M - $2.01M
|
230K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
178KNew |
$1.13M - $1.55M
|
178K
$799K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
97.7K+ 136.35% |
$620K - $852K
|
169K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
85KNew |
$539K - $741K
|
85K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
66.8K+ 186.85% |
$424K - $583K
|
103K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.2KNew |
$324K - $446K
|
51.2K
$230K
|
|