Purchases and Sales Made in Q1 2022 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q1 2022. The information is specifically focused on institutions that hold shares of UPWORK, INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
45New |
$810 - $1.52K
|
45
$721
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
44+ 0.28% |
$792 - $1.49K
|
15.9K
$255K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
43New |
$774 - $1.45K
|
43
$689
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
20New |
$360 - $675
|
20
$320
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
15+ 0.01% |
$270 - $506
|
269K
$4.31M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
13New |
$234 - $439
|
13
$208
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
8New |
$144 - $270
|
8
$128
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
7+ 0.07% |
$126 - $236
|
9.93K
$159K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6New |
$108 - $203
|
6
$96.1
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 12.5% |
$18 - $33.8
|
9
$144
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-4Closed |
$72 - $135
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$90 - $169
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6Closed |
$108 - $203
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
$270 - $506
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 0.27% |
$432 - $810
|
8.86K
$142K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 2.99% |
$468 - $878
|
845
$13.5K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35- 25.18% |
$630 - $1.18K
|
104
$1.67K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-51- 1.83% |
$918 - $1.72K
|
2.74K
$43.8K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-58- 31.69% |
$1.04K - $1.96K
|
125
$2K
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-74Closed |
$1.33K - $2.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78Closed |
$1.4K - $2.63K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-90- 2.21% |
$1.62K - $3.04K
|
3.98K
$63.8K
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
SELL
|
- |
-90Closed |
$1.62K - $3.04K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-91- 7.86% |
$1.64K - $3.07K
|
1.07K
$17.1K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-103- 18.9% |
$1.85K - $3.48K
|
442
$7.08K
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-103- 0.21% |
$1.85K - $3.48K
|
48.9K
$783K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-125- 62.5% |
$2.25K - $4.22K
|
75
$1.2K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-133- 70.0% |
$2.39K - $4.49K
|
57
$913
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-136- 88.89% |
$2.45K - $4.59K
|
17
$272
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-199- 26.82% |
$3.58K - $6.72K
|
543
$8.7K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-200Closed |
$3.6K - $6.75K
|
0
$0
|
|
Aug 03, 2022
Q1 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-220- 0.52% |
$3.96K - $7.43K
|
42.3K
$678K
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-242- 0.01% |
$4.36K - $8.17K
|
2.1M
$33.6M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-295- 2.66% |
$5.31K - $9.96K
|
10.8K
$173K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-400- 12.24% |
$7.2K - $13.5K
|
2.87K
$45.9K
|
|
Apr 14, 2022
Q1 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-419- 0.24% |
$7.54K - $14.1K
|
174K
$2.79M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-453Closed |
$8.15K - $15.3K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-685- 12.88% |
$12.3K - $23.1K
|
4.64K
$74.3K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-756- 1.9% |
$13.6K - $25.5K
|
39.1K
$626K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-771- 50.33% |
$13.9K - $26K
|
761
$12.2K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-853Closed |
$15.4K - $28.8K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1KClosed |
$18K - $33.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.22K- 11.36% |
$21.9K - $41.2K
|
9.51K
$152K
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 0.5% |
$23.4K - $43.9K
|
260K
$4.17M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.37K- 66.36% |
$24.6K - $46.1K
|
692
$11.1K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.4K- 9.22% |
$25.3K - $47.4K
|
13.8K
$221K
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.45K- 6.99% |
$26.1K - $49K
|
19.3K
$309K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.46K- 6.33% |
$26.3K - $49.3K
|
21.6K
$346K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.55K- 16.08% |
$27.9K - $52.3K
|
8.08K
$129K
|