Latest Institutional Transactions on Upwork, Inc (UPWK)
This table provides information on the latest institutional transactions involving Upwork, Inc (UPWK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-211K- 22.0% |
$2.87M - $5.16M
|
749K
$12.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.36K - $2.45K
|
100
$1.68K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.06KNew |
$14.3K - $25.8K
|
1.06K
$17.8K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75Closed |
$1.18K - $1.86K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-104- 3.69% |
$1.63K - $2.57K
|
2.71K
$45.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
84.8K+ 39.39% |
$1.33M - $2.1M
|
300K
$5.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Mudita Advisors LLP
London, X0 |
BUY
|
- |
61.2K+ 82.15% |
$960K - $1.51M
|
136K
$2.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-196KClosed |
$3.08M - $4.86M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Xn LP
New York, NY |
BUY
|
- |
286K+ 31.92% |
$4.49M - $7.08M
|
1.18M
$19.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$1.57M - $2.48M
|
100K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24.9KNew |
$390K - $616K
|
24.9K
$419K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-16.9KClosed |
$265K - $419K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-47Closed |
$737 - $1.16K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.9KClosed |
$139K - $220K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$784K - $1.24M
|
50K
$841K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
103KNew |
$1.62M - $2.55M
|
103K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.9K+ 72.07% |
$265K - $418K
|
40.3K
$678K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-45Closed |
$706 - $1.11K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-425- 41.46% |
$6.66K - $10.5K
|
600
$10.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
565New |
$8.86K - $14K
|
565
$9.51K
|
|
|
Aug 10, 2022
Q2 2022
|
Must Asset Management Inc.
|
SELL
|
- |
-10KClosed |
$157K - $248K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-14.3KClosed |
$224K - $353K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-73.1KClosed |
$1.15M - $1.81M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-152- 1.53% |
$2.38K - $3.76K
|
9.78K
$165K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-88- 0.81% |
$1.38K - $2.18K
|
10.7K
$180K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-358- 0.54% |
$5.61K - $8.86K
|
66.3K
$1.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14.5KNew |
$227K - $358K
|
14.5K
$244K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-121Closed |
$1.9K - $2.99K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
544+ 9.97% |
$8.53K - $13.5K
|
6K
$101K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-132Closed |
$2.07K - $3.27K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$4.7K - $7.43K
|
300
$5.05K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-13Closed |
$204 - $322
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-679Closed |
$10.6K - $16.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-100- 50.0% |
$1.57K - $2.48K
|
100
$1.68K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-2Closed |
$31.4 - $49.5
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
803+ 154.42% |
$12.6K - $19.9K
|
1.32K
$22.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-19- 44.19% |
$298 - $470
|
24
$404
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-429Closed |
$6.73K - $10.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.32KNew |
$20.7K - $32.6K
|
1.32K
$22.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
255New |
$4K - $6.31K
|
255
$4.29K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-26.5KClosed |
$416K - $656K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
200New |
$3.6K - $6.75K
|
200
$3.37K
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-62.8KClosed |
$1.13M - $2.12M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
SELL
|
- |
-90Closed |
$1.62K - $3.04K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9.95KClosed |
$179K - $336K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-199KClosed |
$3.59M - $6.73M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-1.1MClosed |
$19.8M - $37.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-12.8KClosed |
$230K - $431K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$90 - $169
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.82KClosed |
$123K - $230K
|
0
$0
|
|