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 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.42KClosed |
$178K - $268K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-76.3KClosed |
$3.08M - $4.63M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.11KClosed |
$287K - $432K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.8KClosed |
$556K - $835K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-727Closed |
$29.4K - $44.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-11.1K- 44.4% |
$448K - $674K
|
13.9K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-175Closed |
$7.07K - $10.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.69KClosed |
$310K - $467K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-20.8KClosed |
$839K - $1.26M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
119New |
$4.81K - $7.22K
|
119
$1.63K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-14.8K- 50.0% |
$598K - $898K
|
14.8K
$203K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-1Closed |
$40.4 - $60.7
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.32KClosed |
$215K - $323K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
65.1KNew |
$2.63M - $3.95M
|
65.1K
$892K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
395KNew |
$16M - $24M
|
395K
$5.41M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
600New |
$24.2K - $36.4K
|
600
$8.22K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.7KClosed |
$633K - $951K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4KClosed |
$162K - $243K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
SELL
|
- |
-1.5KClosed |
$60.6K - $91.1K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-4.38KClosed |
$177K - $266K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.16KClosed |
$87.3K - $131K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
20New |
$808 - $1.21K
|
20
$274
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-6.6K- 34.02% |
$267K - $401K
|
12.8K
$175K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-98- 98.0% |
$3.72K - $5.81K
|
2
$27.4
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.4KClosed |
$53.1K - $82.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-300KClosed |
$11.4M - $17.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-9.05KClosed |
$344K - $536K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-86.1KClosed |
$3.27M - $5.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.1KClosed |
$41.8K - $65.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.73KClosed |
$218K - $339K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-22.9KClosed |
$872K - $1.36M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-54.8KClosed |
$2.08M - $3.25M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-90.1KClosed |
$3.42M - $5.34M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.58K- 75.72% |
$59.9K - $93.5K
|
506
$6.93K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-481Closed |
$18.3K - $28.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-239Closed |
$9.08K - $14.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25New |
$950 - $1.48K
|
25
$343
|
|
|
Jul 29, 2021
Q2 2021
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-72KClosed |
$2.74M - $4.27M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-690Closed |
$26.2K - $40.9K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-14.1KClosed |
$535K - $835K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-34KClosed |
$1.29M - $2.01M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-5KClosed |
$190K - $296K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-86Closed |
$3.27K - $5.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-4.5KClosed |
$171K - $267K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-49Closed |
$1.86K - $2.9K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-40.3KClosed |
$1.53M - $2.39M
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
$3.8K - $5.93K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-180Closed |
$6.05K - $10.3K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-112Closed |
$3.76K - $6.39K
|
0
$0
|
|