Purchases and Sales Made in Q1 2023 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q1 2023. 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 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.29K+ 0.58% |
$12.9K - $18.7K
|
223K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.24K+ 1.35% |
$12.4K - $18K
|
93.3K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.17K+ 2.03% |
$11.7K - $17K
|
58.6K
$987K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.1K+ 3.32% |
$11.1K - $16K
|
34.3K
$576K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.03K+ 7.38% |
$10.3K - $15K
|
15K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1K+ 1.87% |
$10K - $14.5K
|
54.5K
$918K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
666+ 96.8% |
$6.69K - $9.68K
|
1.35K
$22.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
620New |
$6.22K - $9.01K
|
620
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
543+ 8.67% |
$5.45K - $7.89K
|
6.81K
$115K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
506+ 87.85% |
$5.08K - $7.35K
|
1.08K
$18.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$5.02K - $7.27K
|
500
$8.42K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
332+ 33.2% |
$3.33K - $4.82K
|
1.33K
$22.4K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
292New |
$2.93K - $4.24K
|
292
$4.91K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
284+ 312.09% |
$2.85K - $4.13K
|
375
$6.31K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
250+ 0.79% |
$2.51K - $3.63K
|
31.9K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
218+ 0.45% |
$2.19K - $3.17K
|
49K
$824K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$2.01K - $2.91K
|
200
$3.37K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
191+ 2.15% |
$1.92K - $2.78K
|
9.09K
$153K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
179+ 45.66% |
$1.8K - $2.6K
|
571
$9.61K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
173+ 29.57% |
$1.74K - $2.51K
|
758
$12.8K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
71+ 0.54% |
$713 - $1.03K
|
13.1K
$221K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
61New |
$612 - $886
|
61
$1.03K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41+ 87.23% |
$412 - $596
|
88
$1.48K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 10.95% |
$371 - $538
|
375
$6.31K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$301 - $436
|
30
$505
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
26+ 0.2% |
$261 - $378
|
12.9K
$217K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23New |
$231 - $334
|
23
$387
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$201 - $291
|
20
$337
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 19.59% |
$191 - $276
|
116
$1.95K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 0.84% |
$110 - $160
|
1.32K
$22.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$100 - $145
|
10
$168
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
9+ 0.49% |
$90.4 - $131
|
1.84K
$30.9K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4+ 0.03% |
$40.2 - $58.1
|
13.4K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 4.55% |
$10 - $14.5
|
21
$353
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-13- 0.34% |
$131 - $189
|
3.86K
$64.9K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-20Closed |
$201 - $291
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-20- 0.08% |
$201 - $291
|
24.1K
$405K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-40- 9.76% |
$402 - $581
|
370
$6.23K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-70- 33.02% |
$703 - $1.02K
|
142
$2.39K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 42.53% |
$743 - $1.08K
|
100
$1.68K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-211- 9.96% |
$2.12K - $3.07K
|
1.91K
$32.1K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-268- 76.57% |
$2.69K - $3.89K
|
82
$1.38K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-304- 10.86% |
$3.05K - $4.42K
|
2.49K
$42K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1K- 5.46% |
$10K - $14.5K
|
17.3K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.09K- 8.71% |
$11K - $15.9K
|
11.5K
$193K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.2K- 8.25% |
$12K - $17.4K
|
13.3K
$224K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 10.5% |
$13.3K - $19.3K
|
11.3K
$190K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.33K- 8.53% |
$13.4K - $19.4K
|
14.3K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.36K- 18.11% |
$13.7K - $19.8K
|
6.16K
$104K
|