Purchases and Sales Made in Q3 2022 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.9K+ 82.79% |
$104K - $196K
|
28.4K
$61.3K
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
12.9KNew |
$104K - $196K
|
12.9K
$27.8K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9KNew |
$97K - $182K
|
11.9K
$25.8K
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11KNew |
$89.2K - $167K
|
11K
$23.7K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.7K+ 8.47% |
$86.8K - $163K
|
137K
$296K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9.12K+ 272.96% |
$74K - $139K
|
12.5K
$26.9K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.11K+ 104.55% |
$65.9K - $124K
|
15.9K
$34.3K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
7.47K+ 307.32% |
$60.7K - $114K
|
9.91K
$21.4K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.91K+ 99.39% |
$39.9K - $74.8K
|
9.85K
$21.3K
|
|
Nov 03, 2022
Q3 2022
|
Royce & Associates LP
|
BUY
|
- |
4.9K+ 2.22% |
$39.8K - $74.6K
|
226K
$488K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.5K+ 8.39% |
$20.3K - $38.1K
|
32.3K
$69.8K
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.42K+ 5.82% |
$19.6K - $36.8K
|
43.9K
$94.8K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.1K+ 7.94% |
$17.1K - $32K
|
28.6K
$61.7K
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.1K+ 3.25% |
$17.1K - $32K
|
66.8K
$144K
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.77KNew |
$14.4K - $26.9K
|
1.77K
$3.82K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.63KNew |
$13.3K - $24.9K
|
1.63K
$3.53K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.3K+ 76.72% |
$10.5K - $19.7K
|
2.98K
$6.44K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 317.25% |
$8.81K - $16.5K
|
1.43K
$3.08K
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
960+ 7.72% |
$7.8K - $14.6K
|
13.4K
$28.9K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
936+ 192.2% |
$7.6K - $14.3K
|
1.42K
$3.07K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
637New |
$5.17K - $9.7K
|
637
$1.38K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
293+ 1.86% |
$2.38K - $4.46K
|
16K
$34.7K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
276New |
$2.24K - $4.2K
|
276
$596
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
273New |
$2.22K - $4.16K
|
273
$590
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
265New |
$2.15K - $4.04K
|
265
$572
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
196+ 1.44% |
$1.59K - $2.99K
|
13.8K
$29.9K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
195+ 1.15% |
$1.58K - $2.97K
|
17.2K
$37.1K
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
194+ 11.94% |
$1.58K - $2.95K
|
1.82K
$3.93K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
149New |
$1.21K - $2.27K
|
149
$322
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
95New |
$771 - $1.45K
|
95
$205
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
92New |
$747 - $1.4K
|
92
$199
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
57+ 0.28% |
$463 - $868
|
20.7K
$44.7K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
48+ 480.0% |
$390 - $731
|
58
$125
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 309.09% |
$276 - $518
|
45
$97.2
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
30New |
$244 - $457
|
30
$64.8
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23New |
$187 - $350
|
23
$49.7
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 6.64% |
$146 - $274
|
253
$546
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-23- 0.06% |
$187 - $350
|
35.8K
$77.2K
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100- 20.0% |
$812 - $1.52K
|
400
$864
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102- 8.12% |
$828 - $1.55K
|
1.15K
$2.49K
|
|
Nov 14, 2022
Q3 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-112- 0.19% |
$909 - $1.71K
|
60.3K
$130K
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-125- 1.02% |
$1.01K - $1.9K
|
12.1K
$26.1K
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-125- 1.02% |
$1.01K - $1.9K
|
12.1K
$26.1K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-364- 4.58% |
$2.96K - $5.54K
|
7.58K
$16.4K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-430- 24.1% |
$3.49K - $6.55K
|
1.35K
$2.92K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-459- 2.61% |
$3.73K - $6.99K
|
17.2K
$37.1K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-668Closed |
$5.42K - $10.2K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-900- 4.41% |
$7.31K - $13.7K
|
19.5K
$42.1K
|