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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-319KClosed |
$5.75M - $10.8M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.4KClosed |
$115K - $216K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-7.85KClosed |
$141K - $265K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$1.35K - $2.53K
|
75
$1.03K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78Closed |
$1.4K - $2.63K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.95KClosed |
$125K - $235K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-7KClosed |
$126K - $236K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-200Closed |
$3.6K - $6.75K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-21KClosed |
$378K - $709K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35New |
$1.11K - $2.1K
|
35
$480
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-25Closed |
$793 - $1.5K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.91KClosed |
$156K - $294K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Parametrica Management LTD
|
SELL
|
- |
-6.42KClosed |
$204K - $385K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.11KClosed |
$162K - $306K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-150KClosed |
$4.75M - $8.98M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-6.2KClosed |
$197K - $372K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-14.3KClosed |
$454K - $859K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.62KClosed |
$178K - $337K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-35KClosed |
$1.11M - $2.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Srs Investment Management, LLC
New York, NY |
SELL
|
- |
-1.67MClosed |
$52.9M - $100M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6Closed |
$190 - $360
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
26.7KNew |
$848K - $1.6M
|
26.7K
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.8KClosed |
$344K - $650K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.29KClosed |
$136K - $257K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Altai Capital Management, L.P.
Newport Beach, CA |
BUY
|
- |
32KNew |
$1.02M - $1.92M
|
32K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-90KClosed |
$2.86M - $5.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-5.66KClosed |
$180K - $340K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-27.7KClosed |
$880K - $1.66M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-5.4KClosed |
$171K - $324K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-211KClosed |
$6.68M - $12.6M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-33.3KClosed |
$1.06M - $2M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.39KClosed |
$266K - $504K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.5KClosed |
$174K - $330K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.86KClosed |
$154K - $292K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.2KClosed |
$165K - $312K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-14KClosed |
$443K - $839K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-21.9KClosed |
$696K - $1.32M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.98KClosed |
$158K - $299K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-11.1KClosed |
$352K - $665K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-382KClosed |
$12.1M - $22.9M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-6.28KClosed |
$199K - $377K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.5KClosed |
$270K - $510K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40Closed |
$1.27K - $2.4K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-217- 40.41% |
$6.89K - $13K
|
320
$4.38K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9Closed |
$286 - $540
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
600New |
$19K - $36K
|
600
$8.22K
|
|
| Q3 2021 | |||||||
|
Mar 10, 2023
Q3 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-23.8K- 54.18% |
$962K - $1.45M
|
20.1K
$276K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-518Closed |
$20.9K - $31.4K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-110Closed |
$4.44K - $6.68K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lakewood Capital Management, LP
New York, NY |
SELL
|
- |
-78KClosed |
$3.15M - $4.73M
|
0
$0
|
|