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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-425- 41.46% |
$6.66K - $10.5K
|
600
$9.68K
|
|
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
|
Level Financial Advisors, Inc.
|
BUY
|
- |
565New |
$8.86K - $14K
|
565
$9.12K
|
|
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
$158K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-88- 0.81% |
$1.38K - $2.18K
|
10.7K
$173K
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-358- 0.54% |
$5.61K - $8.86K
|
66.3K
$1.07M
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-121Closed |
$1.9K - $2.99K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14.5KNew |
$227K - $358K
|
14.5K
$234K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-132Closed |
$2.07K - $3.27K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
544+ 9.97% |
$8.53K - $13.5K
|
6K
$96.9K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$4.7K - $7.43K
|
300
$4.84K
|
|
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
$1.61K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-2Closed |
$31.4 - $49.5
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-19- 44.19% |
$298 - $470
|
24
$387
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
803+ 154.42% |
$12.6K - $19.9K
|
1.32K
$21.4K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-429Closed |
$6.73K - $10.6K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
255New |
$4K - $6.31K
|
255
$4.12K
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.32KNew |
$20.7K - $32.6K
|
1.32K
$21.3K
|
|
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
$3.23K
|
|
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
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-62.8KClosed |
$1.13M - $2.12M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-12.8KClosed |
$230K - $431K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
SELL
|
- |
-90Closed |
$1.62K - $3.04K
|
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
|
|
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
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-199KClosed |
$3.59M - $6.73M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-15KClosed |
$270K - $506K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-7.11KClosed |
$128K - $240K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-418KClosed |
$7.52M - $14.1M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-200K- 92.61% |
$3.6M - $6.75M
|
16K
$258K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.4KClosed |
$133K - $250K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
CALL |
30KNew |
$540K - $1.01M
|
30K
$484K
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6Closed |
$108 - $203
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-440KClosed |
$7.92M - $14.9M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-8.19KClosed |
$147K - $277K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-16.2KClosed |
$292K - $548K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-377KClosed |
$6.78M - $12.7M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-336KClosed |
$6.04M - $11.3M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
$270 - $506
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-253K- 99.81% |
$4.56M - $8.55M
|
485
$7.83K
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-80KClosed |
$1.44M - $2.7M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-40.8KClosed |
$734K - $1.38M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
SELL
|
- |
-10.1K- 2.82% |
$182K - $341K
|
348K
$5.61M
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-528K- 66.16% |
$9.5M - $17.8M
|
270K
$4.36M
|