Latest Institutional Purchases of Upwork, Inc (UPWK)
This list provides information on the latest institutional transactions involving Upwork, Inc (UPWK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.6KNew |
$100K - $181K
|
11.6K
$159K
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.8K+ 4.96% |
$24.2K - $43.5K
|
59.3K
$812K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
59+ 0.04% |
$510 - $917
|
134K
$1.83M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
16New |
$138 - $249
|
16
$219
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$86.5 - $156
|
10
$137
|
|
Q2 2023 | |||||||
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
83.1KNew |
$631K - $915K
|
83.1K
$1.14M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.9KNew |
$152K - $220K
|
19.9K
$273K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10KNew |
$76K - $110K
|
10K
$137K
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.04K+ 28.29% |
$61.1K - $88.5K
|
36.4K
$499K
|
|
Aug 14, 2023
Q2 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
7.5KNew |
$57K - $82.6K
|
7.5K
$103K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.41KNew |
$10.7K - $15.5K
|
1.41K
$19.3K
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
138+ 0.18% |
$1.05K - $1.52K
|
75.5K
$1.03M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
117+ 531.82% |
$889 - $1.29K
|
139
$1.9K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
88New |
$669 - $969
|
88
$1.21K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
17New |
$129 - $187
|
17
$233
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
1.31M+ 31.25% |
$13.1M - $19M
|
5.48M
$75.1M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
228KNew |
$2.29M - $3.31M
|
228K
$3.13M
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
136KNew |
$1.37M - $1.98M
|
136K
$1.87M
|
|
May 12, 2023
Q1 2023
|
Harspring Capital Management, LLC
New York, NY |
BUY
|
- |
100KNew |
$1M - $1.45M
|
100K
$1.37M
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
54.7K+ 33.44% |
$549K - $795K
|
218K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
37K+ 2.5% |
$371K - $537K
|
1.51M
$20.7M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
31.8KNew |
$319K - $461K
|
31.8K
$435K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 186.52% |
$224K - $324K
|
34.3K
$469K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
20.8KNew |
$209K - $303K
|
20.8K
$285K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.02K+ 37.22% |
$50.4K - $72.9K
|
18.5K
$254K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$20.1K - $29.1K
|
2K
$27.4K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.77K+ 7.29% |
$17.7K - $25.7K
|
26K
$356K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
620New |
$6.22K - $9.01K
|
620
$8.49K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
543+ 8.67% |
$5.45K - $7.89K
|
6.81K
$93.2K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$5.02K - $7.27K
|
500
$6.85K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
179+ 45.66% |
$1.8K - $2.6K
|
571
$7.82K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
61New |
$612 - $886
|
61
$836
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$301 - $436
|
30
$411
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$201 - $291
|
20
$274
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
425KNew |
$4.21M - $6.38M
|
425K
$5.82M
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
324K+ 60.75% |
$3.21M - $4.87M
|
858K
$11.8M
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
107KNew |
$1.06M - $1.6M
|
107K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
50K+ 100.0% |
$496K - $751K
|
100K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
41.7KNew |
$413K - $627K
|
41.7K
$572K
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20.4KNew |
$202K - $306K
|
20.4K
$279K
|
|
Feb 14, 2023
Q4 2022
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
17.1KNew |
$169K - $257K
|
17.1K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11.5KNew |
$114K - $173K
|
11.5K
$158K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
426New |
$4.22K - $6.4K
|
426
$5.84K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
400New |
$3.96K - $6.01K
|
400
$5.48K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$991 - $1.5K
|
100
$1.37K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
375KNew |
$5.09M - $9.18M
|
375K
$5.14M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
74.6KNew |
$1.01M - $1.82M
|
74.6K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
40K+ 18.6% |
$543K - $978K
|
255K
$3.49M
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
29.8KNew |
$404K - $728K
|
29.8K
$408K
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
28KNew |
$380K - $684K
|
28K
$383K
|