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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-17.5K- 7.05% |
$315K - $599K
|
231K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-18.4KClosed |
$331K - $629K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-20.4K- 5.22% |
$365K - $695K
|
370K
$800K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-20.6K- 4.99% |
$369K - $702K
|
392K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Millrace Asset Group, Inc.
|
SELL
|
- |
-23.1KClosed |
$414K - $788K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-27.8KClosed |
$498K - $948K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.3K- 49.04% |
$508K - $967K
|
29.4K
$63.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-31.8K- 6.9% |
$570K - $1.08M
|
428K
$925K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38KClosed |
$681K - $1.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.2KClosed |
$722K - $1.37M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56K- 67.65% |
$1M - $1.91M
|
26.8K
$57.8K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
SELL
|
- |
-67.6KClosed |
$1.21M - $2.31M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-67.9KClosed |
$1.22M - $2.32M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-112K- 50.53% |
$2.01M - $3.82M
|
110K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-120K- 95.43% |
$2.15M - $4.08M
|
5.73K
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-126KClosed |
$2.26M - $4.29M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-130KClosed |
$2.32M - $4.42M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-133K- 51.05% |
$2.38M - $4.53M
|
127K
$275K
|
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-137KClosed |
$2.46M - $4.69M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-183K- 82.76% |
$3.28M - $6.24M
|
38.1K
$82.2K
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-183K- 69.06% |
$3.28M - $6.25M
|
82K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-199K- 66.95% |
$3.57M - $6.79M
|
98.1K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
P2 Capital Partners, LLC
New York, NY |
SELL
|
- |
-215K- 18.45% |
$3.86M - $7.34M
|
950K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-228KClosed |
$4.08M - $7.77M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-256KClosed |
$4.59M - $8.74M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-428KClosed |
$7.68M - $14.6M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-479KClosed |
$8.59M - $16.3M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.46M- 89.9% |
$26.2M - $49.9M
|
164K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Cdam (Uk) LTD
London, X0 |
SELL
|
- |
-1.65MClosed |
$29.6M - $56.3M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Royce & Associates LP
|
SELL
|
- |
-2.12M- 87.68% |
$38M - $72.2M
|
297K
$642K
|