Purchases and Sales Made in Q1 2022 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q1 2022. The information is specifically focused on institutions that hold shares of Upland Software, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 16.83% |
$39.1K - $51.9K
|
17.1K
$36.9K
|
|
|
May 09, 2022
Q1 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.77K+ 0.39% |
$28.1K - $37.4K
|
456K
$985K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.66K+ 210.14% |
$26.4K - $35K
|
2.45K
$5.29K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.46K+ 11.06% |
$23.2K - $30.8K
|
14.7K
$31.7K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.4K+ 8.12% |
$22.3K - $29.6K
|
18.7K
$40.3K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
1.3K+ 9.06% |
$20.6K - $27.4K
|
15.6K
$33.8K
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.25KNew |
$19.9K - $26.4K
|
1.25K
$2.7K
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.01K+ 3.6% |
$16K - $21.3K
|
29K
$62.6K
|
|
|
May 05, 2022
Q1 2022
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
1K+ 3.18% |
$15.9K - $21.1K
|
32.4K
$70.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$15.9K - $21.1K
|
1K
$2.16K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
728+ 5.45% |
$11.6K - $15.4K
|
14.1K
$30.4K
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
688+ 1.09% |
$10.9K - $14.5K
|
63.8K
$138K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
653New |
$10.4K - $13.8K
|
653
$1.41K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
647+ 5.69% |
$10.3K - $13.7K
|
12K
$25.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
223New |
$3.55K - $4.71K
|
223
$482
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
219+ 1.82% |
$3.48K - $4.62K
|
12.3K
$26.5K
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
204New |
$3.24K - $4.31K
|
204
$441
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
194+ 11.94% |
$3.08K - $4.1K
|
1.82K
$3.93K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
170New |
$2.7K - $3.59K
|
170
$367
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
88+ 55.0% |
$1.4K - $1.86K
|
248
$536
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
84New |
$1.34K - $1.77K
|
84
$181
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39New |
$620 - $823
|
39
$84.2
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
15+ 0.07% |
$239 - $317
|
20.7K
$44.6K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2- 0.06% |
$31.8 - $42.2
|
3.21K
$6.94K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 30.77% |
$63.6 - $84.4
|
9
$19.4
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-21Closed |
$334 - $443
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-33Closed |
$525 - $697
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-33Closed |
$525 - $697
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50Closed |
$795 - $1.06K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-66Closed |
$1.05K - $1.39K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-84- 32.68% |
$1.34K - $1.77K
|
173
$374
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-132Closed |
$2.1K - $2.79K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-219- 97.77% |
$3.48K - $4.62K
|
5
$10.8
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-371Closed |
$5.9K - $7.83K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-428Closed |
$6.81K - $9.04K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-582- 18.09% |
$9.25K - $12.3K
|
2.64K
$5.69K
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-792- 2.4% |
$12.6K - $16.7K
|
32.1K
$69.4K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-832Closed |
$13.2K - $17.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-835- 77.1% |
$13.3K - $17.6K
|
248
$536
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-938- 1.23% |
$14.9K - $19.8K
|
75.5K
$163K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-959- 64.88% |
$15.2K - $20.2K
|
519
$1.12K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.58% |
$16.1K - $21.3K
|
14.3K
$31K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 86.18% |
$20.7K - $27.5K
|
209
$451
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-1.3KClosed |
$20.7K - $27.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.74K- 7.83% |
$27.7K - $36.8K
|
20.5K
$44.3K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.8K- 47.73% |
$44.4K - $59K
|
3.06K
$6.61K
|
|
|
May 16, 2022
Q1 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.16K- 8.4% |
$50.2K - $66.7K
|
34.4K
$74.4K
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.18K- 20.61% |
$50.6K - $67.2K
|
12.3K
$26.5K
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 2.86% |
$55K - $73.1K
|
118K
$254K
|