Purchases and Sales Made in Q4 2022 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9.33K+ 74.86% |
$59.1K - $81.3K
|
21.8K
$47K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.11K+ 104.55% |
$51.4K - $70.8K
|
15.9K
$34.3K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
6.7K+ 45.65% |
$42.5K - $58.4K
|
21.4K
$46.2K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.57K+ 411.15% |
$35.3K - $48.5K
|
6.92K
$14.9K
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
5.13KNew |
$32.5K - $44.8K
|
5.13K
$11.1K
|
|
Feb 02, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
5.13KNew |
$32.5K - $44.8K
|
5.13K
$11.1K
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.52KNew |
$28.7K - $39.4K
|
4.52K
$9.77K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.63K+ 12.7% |
$23K - $31.6K
|
32.2K
$69.6K
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.4K+ 10.53% |
$21.6K - $29.6K
|
35.7K
$77.1K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.3K+ 1.55% |
$20.9K - $28.8K
|
217K
$469K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.97K+ 1.89% |
$12.5K - $17.2K
|
106K
$230K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.97K+ 1.89% |
$12.5K - $17.2K
|
106K
$230K
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
1.5K+ 7.69% |
$9.51K - $13.1K
|
21K
$45.4K
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
1.31K+ 0.73% |
$8.33K - $11.5K
|
181K
$390K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17K+ 0.49% |
$7.43K - $10.2K
|
239K
$517K
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.01K+ 2.29% |
$6.38K - $8.78K
|
44.9K
$97K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
854+ 134.07% |
$5.41K - $7.45K
|
1.49K
$3.22K
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
817+ 1.01% |
$5.18K - $7.12K
|
82.1K
$177K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
675+ 8.91% |
$4.28K - $5.89K
|
8.25K
$17.8K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
447New |
$2.83K - $3.9K
|
447
$966
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$2.54K - $3.49K
|
400
$864
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$2.54K - $3.49K
|
400
$864
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
209+ 360.34% |
$1.33K - $1.82K
|
267
$577
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
195+ 1.64% |
$1.24K - $1.7K
|
12.1K
$26.2K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
194+ 11.94% |
$1.23K - $1.69K
|
1.82K
$3.93K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
151+ 1.09% |
$957 - $1.32K
|
14K
$30.2K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41New |
$260 - $358
|
41
$88.6
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
36New |
$228 - $314
|
36
$77.8
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33+ 1.52% |
$209 - $288
|
2.21K
$4.77K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 55.56% |
$159 - $218
|
70
$151
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18New |
$114 - $157
|
18
$38.9
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-9- 0.01% |
$57.1 - $78.5
|
60.3K
$130K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-9- 0.04% |
$57.1 - $78.5
|
20.7K
$44.6K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30Closed |
$190 - $262
|
0
$0
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-41- 0.34% |
$260 - $358
|
12K
$26K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-41- 0.34% |
$260 - $358
|
12K
$26K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-84- 0.12% |
$533 - $732
|
72.2K
$156K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 81.68% |
$1.41K - $1.94K
|
50
$108
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-321- 0.81% |
$2.04K - $2.8K
|
39.3K
$84.8K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-628- 54.42% |
$3.98K - $5.48K
|
526
$1.14K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 98.1% |
$8.85K - $12.2K
|
27
$58.3
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 88.12% |
$9.12K - $12.5K
|
194
$419
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 12.28% |
$13.4K - $18.4K
|
15.1K
$32.6K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-3.85K- 54.02% |
$24.4K - $33.6K
|
3.28K
$7.08K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.78K- 32.1% |
$55.6K - $76.5K
|
18.6K
$40.1K
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-8.93K- 51.78% |
$56.6K - $77.9K
|
8.32K
$18K
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.2K- 1.18% |
$64.5K - $88.8K
|
850K
$1.84M
|