Purchases and Sales Made in Q4 2021 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$17.9 - $34.1
|
1
$2.16
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5Closed |
$89.7 - $171
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6- 3.61% |
$108 - $205
|
160
$346
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-18Closed |
$323 - $614
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-19- 0.17% |
$341 - $648
|
11.4K
$24.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-43Closed |
$771 - $1.47K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100Closed |
$1.79K - $3.41K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-119- 0.39% |
$2.13K - $4.06K
|
30.5K
$65.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-127- 49.03% |
$2.28K - $4.33K
|
132
$285
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-290- 2.15% |
$5.2K - $9.9K
|
13.2K
$28.5K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-460- 2.91% |
$8.25K - $15.7K
|
15.4K
$33.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-510- 1.79% |
$9.15K - $17.4K
|
28K
$60.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-578- 3.02% |
$10.4K - $19.7K
|
18.6K
$40.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-592Closed |
$10.6K - $20.2K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-620Closed |
$11.1K - $21.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-710- 47.36% |
$12.7K - $24.2K
|
789
$1.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-792- 0.16% |
$14.2K - $27K
|
507K
$1.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-810Closed |
$14.5K - $27.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-2K- 33.33% |
$35.9K - $68.3K
|
4K
$8.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.01K- 10.44% |
$36.1K - $68.7K
|
17.3K
$37.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.45KClosed |
$44K - $83.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.1K- 8.78% |
$55.6K - $106K
|
32.2K
$69.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.76K- 1.17% |
$67.4K - $128K
|
318K
$686K
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.87K- 5.22% |
$69.4K - $132K
|
70.3K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-4.45K- 12.41% |
$79.9K - $152K
|
31.4K
$67.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-5.33K- 4.92% |
$95.6K - $182K
|
103K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.73KClosed |
$103K - $196K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 0.97% |
$103K - $197K
|
589K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.07KClosed |
$109K - $207K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.2K- 4.62% |
$111K - $211K
|
128K
$276K
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.45KClosed |
$116K - $220K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-6.9KClosed |
$124K - $235K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-6.97KClosed |
$125K - $238K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.1KClosed |
$127K - $242K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7.16KClosed |
$129K - $244K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-7.85KClosed |
$141K - $268K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.18K- 6.32% |
$147K - $279K
|
121K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-8.33KClosed |
$149K - $284K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-9.1KClosed |
$163K - $311K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.1K- 38.37% |
$163K - $311K
|
14.6K
$31.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-9.7KClosed |
$174K - $331K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.8KClosed |
$176K - $334K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.8KClosed |
$193K - $367K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3KClosed |
$203K - $387K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12.5KClosed |
$224K - $426K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$228K - $434K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-13K- 31.78% |
$233K - $444K
|
27.9K
$60.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-13.9KClosed |
$249K - $474K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.7KClosed |
$281K - $535K
|
0
$0
|