Latest Institutional Transactions on Upwork, Inc (UPWK)

UPWK Quotes by TradingView

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 09, 2021 Q2 2021
Hudock, Inc.

SELL
 -
-481
Closed
$18.3K - $28.5K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-239
Closed
$9.08K - $14.2K
0 $0
Aug 04, 2021 Q2 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
25
New
$950 - $1.48K
25 $420
Jul 29, 2021 Q2 2021
Cohen Capital Management, Inc.

SELL
 -
-72K
Closed
$2.74M - $4.27M
0 $0
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

SELL
 -
-690
Closed
$26.2K - $40.9K
0 $0
Jul 28, 2021 Q2 2021
Sciencast Management LP

SELL
 -
-14.1K
Closed
$535K - $835K
0 $0
Jul 23, 2021 Q2 2021
Edge Wealth Management LLC

SELL
 -
-5K
Closed
$190K - $296K
0 $0
Jul 23, 2021 Q2 2021
Foundry Partners, LLC

SELL
 -
-34K
Closed
$1.29M - $2.01M
0 $0
Jul 21, 2021 Q2 2021
Tuttle Capital Management, LLC

SELL
 -
-4.5K
Closed
$171K - $267K
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-86
Closed
$3.27K - $5.1K
0 $0
Jul 15, 2021 Q2 2021
Ballew Advisors, Inc

SELL
 -
-40.3K
Closed
$1.53M - $2.39M
0 $0
Jul 08, 2021 Q2 2021
Geneos Wealth Management Inc.

SELL
 -
-100
Closed
$3.8K - $5.93K
0 $0
Q1 2021
Jan 10, 2025 Q1 2021
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2023 Q1 2021
Brewin Dolphin LTD

London, X0
SELL
 -
-180
Closed
$6.05K - $10.3K
0 $0
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-112
Closed
$3.76K - $6.39K
0 $0
May 17, 2021 Q1 2021
Shannon River Fund Management LLC

SELL
 -
-22.2K
Closed
$746K - $1.27M
0 $0
May 17, 2021 Q1 2021
Kerrisdale Advisers, LLC

Miami, FL
SELL
 -
-155K
Closed
$5.19M - $8.82M
0 $0
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
100
New
$3.36K - $5.7K
100 $1.68K
May 14, 2021 Q1 2021
Hudson Bay Capital Management LP

Greenwich, CT
SELL
 -
-20K
Closed
$672K - $1.14M
0 $0
May 14, 2021 Q1 2021
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-253
Closed
$8.5K - $14.4K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-64
Closed
$2.15K - $3.65K
0 $0
May 13, 2021 Q1 2021
Evoke Wealth, LLC

SELL
 -
-56.2K
- 99.99%
$1.89M - $3.21M
4 $67.2
May 13, 2021 Q1 2021
Crestwood Capital Management, L.P.

SELL
 -
-75.6K
Closed
$2.54M - $4.31M
0 $0
May 12, 2021 Q1 2021
Firsthand Capital Management, Inc.

San Jose, CA
BUY
 -
200K
New
$6.72M - $11.4M
200K $3.36M
May 12, 2021 Q1 2021
Ibex Investors LLC

SELL
 PUT
-73.4K
Closed
$2.47M - $4.19M
0 $0
May 12, 2021 Q1 2021
Ibex Investors LLC

SELL
 -
-37K
Closed
$1.24M - $2.11M
0 $0
May 05, 2021 Q1 2021
Black Swift Group, LLC

Boulder, CO
SELL
 -
-5K
Closed
$168K - $285K
0 $0
May 04, 2021 Q1 2021
Gunderson Capital Management Inc.

SELL
 -
-39.3K
Closed
$1.32M - $2.24M
0 $0
Apr 23, 2021 Q1 2021
Clear Creek Financial Management, LLC

SELL
 -
-29.8K
Closed
$1M - $1.7M
0 $0
Apr 19, 2021 Q1 2021
Pinnacle Financial Partners Inc

SELL
 -
-300
Closed
$10.1K - $17.1K
0 $0
Q4 2020
May 17, 2024 Q4 2020
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.

Warszawa, R9
SELL
 -
-1.17M
Closed
$21.5M - $47.2M
0 $0
Mar 05, 2021 Q4 2020
Jackson Square Capital, LLC

SELL
 -
-1.48K
Closed
$27.2K - $59.8K
0 $0
Feb 18, 2021 Q4 2020
Truist Financial Corp

SELL
 -
-3.32K
- 31.5%
$61.2K - $134K
7.21K $121K
Feb 16, 2021 Q4 2020
Wishbone Management, LP

Chicago, IL
SELL
 -
-1.6M
Closed
$29.5M - $64.8M
0 $0
Feb 16, 2021 Q4 2020
Nomura Holdings Inc

Tokyo, M0
SELL
 -
-16.4K
Closed
$303K - $664K
0 $0
Feb 16, 2021 Q4 2020
Summit Partners Public Asset Management, LLC

Boston, MA
SELL
 -
-635K
Closed
$11.7M - $25.7M
0 $0
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

SELL
 -
-325
Closed
$6K - $13.2K
0 $0
Feb 09, 2021 Q4 2020
Sea Bridge Investment Advisors LLC

SELL
 -
-600
Closed
$11.1K - $24.3K
0 $0
Feb 09, 2021 Q4 2020
Plante Moran Financial Advisors, LLC

SELL
 -
-100
Closed
$1.85K - $4.05K
0 $0
Feb 04, 2021 Q4 2020
Advisor Net Financial, Inc

SELL
 -
-500
Closed
$9.23K - $20.2K
0 $0
Jan 28, 2021 Q4 2020
Fieldpoint Private Securities, LLC

BUY
 -
1.3K
New
$24K - $52.6K
1.3K $21.8K
Jan 13, 2021 Q4 2020
Hamilton Lane Advisors LLC

SELL
 -
-18K
Closed
$331K - $727K
0 $0
Jan 12, 2021 Q4 2020
Hbw Advisory Services LLC

SELL
 -
-517
Closed
$9.54K - $20.9K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Symmetry Peak Management LLC

Radnor, PA
SELL
 CALL
-30K
Closed
$402K - $525K
0 $0
Nov 16, 2020 Q3 2020
Symmetry Peak Management LLC

Radnor, PA
SELL
 -
-15K
Closed
$201K - $263K
0 $0
Nov 16, 2020 Q3 2020
Coatue Management LLC

New York, NY
SELL
 -
-14.1K
Closed
$189K - $247K
0 $0
Nov 16, 2020 Q3 2020
Juniper Hill Capital Management LP

Menlo Park, CA
SELL
 -
-12.1K
Closed
$162K - $212K
0 $0
Nov 13, 2020 Q3 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.5K
Closed
$20.1K - $26.3K
0 $0
Nov 13, 2020 Q3 2020
Comprehensive Financial Management LLC

Los Gatos, CA
SELL
 -
-60.5K
Closed
$811K - $1.06M
0 $0

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