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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.32KNew |
$20.7K - $32.6K
|
1.32K
$22K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
803+ 154.42% |
$12.6K - $19.9K
|
1.32K
$22.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
565New |
$8.86K - $14K
|
565
$9.44K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
544+ 9.97% |
$8.53K - $13.5K
|
6K
$100K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$4.7K - $7.43K
|
300
$5.01K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
255New |
$4K - $6.31K
|
255
$4.26K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
CALL |
30KNew |
$540K - $1.01M
|
30K
$501K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
200New |
$3.6K - $6.75K
|
200
$3.34K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$1.35K - $2.53K
|
75
$1.25K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Altai Capital Management, L.P.
Newport Beach, CA |
BUY
|
- |
32KNew |
$1.02M - $1.92M
|
32K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
26.7KNew |
$848K - $1.6M
|
26.7K
$446K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
600New |
$19K - $36K
|
600
$10K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35New |
$1.11K - $2.1K
|
35
$585
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
395KNew |
$16M - $24M
|
395K
$6.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
65.1KNew |
$2.63M - $3.95M
|
65.1K
$1.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
600New |
$24.2K - $36.4K
|
600
$10K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
119New |
$4.81K - $7.22K
|
119
$1.99K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
20New |
$808 - $1.21K
|
20
$334
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25New |
$950 - $1.48K
|
25
$418
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
200KNew |
$6.72M - $11.4M
|
200K
$3.34M
|
|
|
Dec 01, 2022
Q1 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
4.65KNew |
$156K - $265K
|
4.65K
$77.7K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$3.36K - $5.7K
|
100
$1.67K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.3KNew |
$24K - $52.6K
|
1.3K
$21.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
200KNew |
$2.06M - $3.06M
|
200K
$3.34M
|
|
|
Feb 14, 2020
Q4 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
94.3K+ 92.91% |
$972K - $1.44M
|
196K
$3.27M
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
250New |
$2.58K - $3.83K
|
250
$4.18K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
200KNew |
$2.65M - $3.4M
|
200K
$3.34M
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
50KNew |
$709K - $1.04M
|
50K
$835K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$80.1 - $106
|
5
$83.5
|
|