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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500New |
$17.4K - $20.4K
|
500
$2.25K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1KNew |
$33.7K - $47.7K
|
1K
$4.5K
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
10New |
$337 - $477
|
10
$45
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.6KNew |
$626K - $825K
|
15.6K
$70.4K
|
|
| Q4 2018 | |||||||
|
Apr 03, 2019
Q4 2018
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.37MNew |
$35M - $50.3M
|
1.37M
$6.17M
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
250New |
$6.39K - $9.17K
|
250
$1.13K
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
42+ 0.25% |
$1.07K - $1.54K
|
16.5K
$74.4K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.67K+ 226.09% |
$114K - $139K
|
5.3K
$23.8K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
65.9KNew |
N/A
|
65.9K
$297K
|
|