Purchases and Sales Made in Q2 2022 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
239+ 96.37% |
$3.02K - $4.27K
|
487
$1.05K
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
194+ 11.94% |
$2.45K - $3.47K
|
1.82K
$3.93K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
150New |
$1.89K - $2.68K
|
150
$324
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
135New |
$1.7K - $2.41K
|
135
$292
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
133+ 63.64% |
$1.68K - $2.38K
|
342
$739
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108+ 1.38% |
$1.36K - $1.93K
|
7.94K
$17.2K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
101+ 59.41% |
$1.27K - $1.81K
|
271
$585
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
67New |
$846 - $1.2K
|
67
$145
|
|
Aug 11, 2022
Q2 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
60+ 0.01% |
$757 - $1.07K
|
456K
$985K
|
|
Aug 05, 2022
Q2 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10+ 0.09% |
$126 - $179
|
11K
$23.7K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$126 - $179
|
10
$21.6
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 22.22% |
$25.2 - $35.8
|
11
$23.8
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5Closed |
$63.1 - $89.4
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42Closed |
$530 - $751
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-43- 0.21% |
$543 - $769
|
20.6K
$44.5K
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-53- 0.43% |
$669 - $948
|
12.2K
$26.4K
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-53- 0.43% |
$669 - $948
|
12.2K
$26.4K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-75- 0.44% |
$946 - $1.34K
|
17K
$36.7K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-82- 33.06% |
$1.03K - $1.47K
|
166
$359
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-84Closed |
$1.06K - $1.5K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-173Closed |
$2.18K - $3.09K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-204Closed |
$2.57K - $3.65K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-220- 1.56% |
$2.78K - $3.93K
|
13.9K
$29.9K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-223Closed |
$2.81K - $3.99K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-344- 66.28% |
$4.34K - $6.15K
|
175
$378
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-345Closed |
$4.35K - $6.17K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-383- 0.3% |
$4.83K - $6.85K
|
126K
$273K
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-574- 0.94% |
$7.24K - $10.3K
|
60.4K
$130K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-653Closed |
$8.24K - $11.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-713- 4.97% |
$9K - $12.7K
|
13.6K
$29.5K
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-807- 6.1% |
$10.2K - $14.4K
|
12.4K
$26.8K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-808- 27.53% |
$10.2K - $14.4K
|
2.13K
$4.59K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-947- 35.94% |
$12K - $16.9K
|
1.69K
$3.65K
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$12.6K - $17.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.04K- 22.04% |
$13.1K - $18.5K
|
3.67K
$7.93K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.05K- 5.61% |
$13.2K - $18.7K
|
17.6K
$38K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.28K- 41.72% |
$16.1K - $22.8K
|
1.78K
$3.85K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.98K- 44.92% |
$25K - $35.5K
|
2.43K
$5.25K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.06K- 14.92% |
$38.6K - $54.7K
|
17.4K
$37.7K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.35K- 69.62% |
$42.3K - $59.9K
|
1.46K
$3.16K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.04K- 3.05% |
$76.2K - $108K
|
192K
$415K
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-7.29K- 8.92% |
$91.9K - $130K
|
74.4K
$161K
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-7.7K- 9.28% |
$97.1K - $138K
|
75.2K
$163K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.59K- 2.82% |
$108K - $154K
|
296K
$639K
|
|
Aug 15, 2022
Q2 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.56K- 15.64% |
$121K - $171K
|
51.5K
$111K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.2K- 29.37% |
$128K - $182K
|
24.5K
$52.9K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.2KClosed |
$128K - $182K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$130K - $184K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-10.3K- 44.35% |
$130K - $185K
|
13K
$28K
|