Purchases and Sales Made in Q3 2021 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
1.81K+ 31.17% |
$60.6K - $75.6K
|
7.63K
$16.5K
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
1.75K+ 23.81% |
$58.5K - $72.9K
|
9.1K
$19.7K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 2.34% |
$51.8K - $64.6K
|
67.9K
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.35K+ 4.97% |
$45.1K - $56.3K
|
28.5K
$61.6K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.35K+ 2.04% |
$45.1K - $56.2K
|
67.6K
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.1K+ 6.05% |
$36.8K - $45.8K
|
19.3K
$41.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
995+ 11.74% |
$33.3K - $41.5K
|
9.47K
$20.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
870+ 5.03% |
$29.1K - $36.3K
|
18.2K
$39.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
839+ 2.39% |
$28.1K - $35K
|
35.9K
$77.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
795+ 71.11% |
$26.6K - $33.1K
|
1.91K
$4.13K
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
783+ 0.17% |
$26.2K - $32.6K
|
460K
$994K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
782+ 109.07% |
$26.2K - $32.6K
|
1.5K
$3.24K
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
669New |
$22.4K - $27.9K
|
669
$1.45K
|
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
639+ 0.22% |
$21.4K - $26.6K
|
297K
$641K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
620New |
$20.7K - $25.8K
|
620
$1.34K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
571+ 6.19% |
$19.1K - $23.8K
|
9.8K
$21.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
431+ 3.93% |
$14.4K - $18K
|
11.4K
$24.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
399+ 7.04% |
$13.3K - $16.6K
|
6.07K
$13.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
353+ 2.05% |
$11.8K - $14.7K
|
17.6K
$38K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
345New |
$11.5K - $14.4K
|
345
$745
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
236+ 29.69% |
$7.89K - $9.84K
|
1.03K
$2.23K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
184+ 45.1% |
$6.15K - $7.67K
|
592
$1.28K
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
163+ 2.59% |
$5.45K - $6.79K
|
6.45K
$13.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159+ 1.39% |
$5.32K - $6.63K
|
11.6K
$25.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
114+ 57.0% |
$3.81K - $4.75K
|
314
$678
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$3.34K - $4.17K
|
100
$216
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
45+ 195.65% |
$1.5K - $1.88K
|
68
$147
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
40+ 0.58% |
$1.34K - $1.67K
|
6.97K
$15.1K
|
|
|
Nov 12, 2021
Q3 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
40+ 0.03% |
$1.34K - $1.67K
|
130K
$280K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.44% |
$33.4 - $41.7
|
40
$86.4
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 28.57% |
$66.9 - $83.4
|
5
$10.8
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$368 - $458
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-44Closed |
$1.47K - $1.83K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-169- 5.17% |
$5.65K - $7.04K
|
3.1K
$6.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-180- 0.13% |
$6.02K - $7.5K
|
143K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-209- 1.3% |
$6.99K - $8.71K
|
15.8K
$34.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-314Closed |
$10.5K - $13.1K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-361- 1.81% |
$12.1K - $15K
|
19.6K
$42.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-376Closed |
$12.6K - $15.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-641- 0.49% |
$21.4K - $26.7K
|
129K
$279K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-942- 7.67% |
$31.5K - $39.3K
|
11.3K
$24.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.08K- 2.97% |
$36.1K - $45.1K
|
35.3K
$76.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.25K- 7.59% |
$41.8K - $52.1K
|
15.2K
$32.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.78K- 1.61% |
$59.4K - $74K
|
108K
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.84K- 31.34% |
$61.4K - $76.6K
|
4.03K
$8.69K
|
|
|
Nov 15, 2021
Q3 2021
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-2.11K- 20.21% |
$70.6K - $88K
|
8.33K
$18K
|
|
|
Oct 13, 2021
Q3 2021
|
Scout Investments, Inc.
|
SELL
|
- |
-2.29K- 1.05% |
$76.4K - $95.2K
|
215K
$465K
|
|
|
Nov 15, 2021
Q3 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-3.01K- 23.67% |
$101K - $125K
|
9.7K
$20.9K
|
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.07K- 7.77% |
$103K - $128K
|
36.4K
$78.6K
|