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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
12.9KNew |
$104K - $196K
|
12.9K
$30.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11KNew |
$89.2K - $167K
|
11K
$25.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.91K+ 99.39% |
$39.9K - $74.8K
|
9.85K
$23.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.1K+ 3.25% |
$17.1K - $32K
|
66.8K
$157K
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.77KNew |
$14.4K - $26.9K
|
1.77K
$4.16K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.3K+ 76.72% |
$10.5K - $19.7K
|
2.98K
$7.01K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
276New |
$2.24K - $4.2K
|
276
$649
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
265New |
$2.15K - $4.04K
|
265
$623
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
95New |
$771 - $1.45K
|
95
$223
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
92New |
$747 - $1.4K
|
92
$216
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
75.4KNew |
$952K - $1.35M
|
75.4K
$177K
|
|
|
Aug 15, 2022
Q2 2022
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
72.2K+ 20.84% |
$911K - $1.29M
|
419K
$984K
|
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
37.1KNew |
$468K - $663K
|
37.1K
$87.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.9K+ 53.12% |
$427K - $606K
|
97.6K
$229K
|
|
|
Jul 15, 2022
Q2 2022
|
Scout Investments, Inc.
|
BUY
|
- |
9.74K+ 2.82% |
$123K - $174K
|
355K
$834K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
650+ 52.0% |
$8.2K - $11.6K
|
1.9K
$4.47K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
150New |
$1.89K - $2.68K
|
150
$353
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
67New |
$846 - $1.2K
|
67
$157
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
30KNew |
$477K - $633K
|
30K
$70.5K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
25.2K+ 15.83% |
$401K - $532K
|
184K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
23K+ 88.46% |
$366K - $486K
|
49K
$115K
|
|
|
Apr 21, 2022
Q1 2022
|
Lannebo Fonder Ab
|
BUY
|
- |
8.87K+ 6.47% |
$141K - $187K
|
146K
$343K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
647+ 5.69% |
$10.3K - $13.7K
|
12K
$28.2K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
14.7KNew |
$264K - $502K
|
14.7K
$34.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Goff John C
Fort Worth, TX |
BUY
|
- |
13KNew |
$233K - $444K
|
13K
$30.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$17.9 - $34.1
|
1
$2.35
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
9.23KNew |
$359K - $471K
|
9.23K
$21.7K
|
|
| Q3 2020 | |||||||
|
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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
292+ 15.15% |
$9.18K - $12K
|
2.22K
$5.21K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22+ 95.65% |
$692 - $904
|
45
$106
|
|
| Q2 2020 | |||||||
|
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10.1KNew |
$250K - $379K
|
10.1K
$23.8K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
50KNew |
$1.12M - $2.23M
|
50K
$118K
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$264K - $525K
|
11.8K
$27.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$17.4K - $20.4K
|
500
$1.18K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1KNew |
$33.7K - $47.7K
|
1K
$2.35K
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
10New |
$337 - $477
|
10
$23.5
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.6KNew |
$626K - $825K
|
15.6K
$36.7K
|
|
| Q4 2018 | |||||||
|
Apr 03, 2019
Q4 2018
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.37MNew |
$35M - $50.3M
|
1.37M
$3.22M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
250New |
$6.39K - $9.17K
|
250
$588
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
42+ 0.25% |
$1.07K - $1.54K
|
16.5K
$38.9K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.67K+ 226.09% |
$114K - $139K
|
5.3K
$12.5K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
65.9KNew |
N/A
|
65.9K
$155K
|
|