Latest Institutional Sells of Upland Software, Inc. (UPLD)
This list provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.65KClosed |
$64.4K - $84.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.55KClosed |
$60.5K - $79.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-246Closed |
$9.58K - $12.6K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-190Closed |
$7.4K - $9.71K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14Closed |
$545 - $715
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
- |
-501KClosed |
$22.3M - $26M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-116KClosed |
$5.15M - $6.02M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-82KClosed |
$3.64M - $4.25M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-29.6KClosed |
$1.31M - $1.54M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-10.6KClosed |
$472K - $551K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40Closed |
$1.78K - $2.08K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-454KClosed |
$17.8M - $22.5M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-314KClosed |
$12.3M - $15.6M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Diker Management LLC
New York, NY |
SELL
|
- |
-132KClosed |
$5.18M - $6.55M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-77.9KClosed |
$3.06M - $3.86M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-26.3KClosed |
$1.03M - $1.3M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.1KClosed |
$751K - $948K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-10.1K- 8.46% |
$398K - $503K
|
110K
$396K
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-300Closed |
$11.8K - $14.9K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-200Closed |
$7.85K - $9.92K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-148Closed |
$5.81K - $7.34K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 21, 2020
Q3 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-144KClosed |
$4.54M - $5.92M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-84.1KClosed |
$2.65M - $3.46M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-22.9KClosed |
$721K - $942K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-20.6KClosed |
$648K - $846K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.5KClosed |
$518K - $676K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-8.33KClosed |
$262K - $342K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.04KClosed |
$64K - $83.6K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-598Closed |
$18.8K - $24.6K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-73Closed |
$2.3K - $3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47Closed |
$1.48K - $1.93K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6Closed |
$189 - $246
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-61.6KClosed |
$1.52M - $2.3M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-61.6KClosed |
$1.52M - $2.3M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.7KClosed |
$190K - $288K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.11KClosed |
$27.3K - $41.4K
|
0
$0
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500Closed |
$12.3K - $18.7K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-165Closed |
$4.07K - $6.16K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
Apr 28, 2020
Q1 2020
|
Pembroke Management, LTD
|
SELL
|
- |
-442KClosed |
$9.9M - $19.7M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Blue Grotto Capital, LLC
Atlanta, GA |
SELL
|
- |
-293KClosed |
$6.57M - $13.1M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-60KClosed |
$1.34M - $2.68M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
- |
-42.5KClosed |
$951K - $1.9M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-10.9KClosed |
$244K - $486K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-7.98KClosed |
$178K - $356K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6.43KClosed |
$144K - $287K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.19KClosed |
$116K - $231K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.36KClosed |
$75.2K - $150K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-300Closed |
$6.71K - $13.4K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-120Closed |
$2.69K - $5.35K
|
0
$0
|