Purchases and Sales Made in Q2 2022 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
30+ 0.08% |
$470 - $743
|
38.1K
$641K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
30+ 1.11% |
$470 - $743
|
2.73K
$45.9K
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16+ 7.24% |
$251 - $396
|
237
$3.99K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 100.0% |
$220 - $347
|
28
$471
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$141 - $223
|
9
$151
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6New |
$94.1 - $149
|
6
$101
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 12.5% |
$15.7 - $24.8
|
9
$151
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 1.92% |
$31.4 - $49.5
|
102
$1.72K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-2Closed |
$31.4 - $49.5
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 23.53% |
$62.7 - $99
|
13
$219
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-9Closed |
$141 - $223
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-13Closed |
$204 - $322
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18- 3.31% |
$282 - $446
|
525
$8.84K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-19- 44.19% |
$298 - $470
|
24
$404
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-45Closed |
$706 - $1.11K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-47Closed |
$737 - $1.16K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-50- 0.09% |
$784 - $1.24K
|
53K
$893K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-54- 0.34% |
$847 - $1.34K
|
15.8K
$267K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57Closed |
$894 - $1.41K
|
0
$0
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75Closed |
$1.18K - $1.86K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-81- 9.59% |
$1.27K - $2K
|
764
$12.9K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-88- 0.81% |
$1.38K - $2.18K
|
10.7K
$180K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-99- 56.25% |
$1.55K - $2.45K
|
77
$1.3K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-100- 50.0% |
$1.57K - $2.48K
|
100
$1.68K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-104- 3.69% |
$1.63K - $2.57K
|
2.71K
$45.6K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-121Closed |
$1.9K - $2.99K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-125- 0.26% |
$1.96K - $3.09K
|
48.7K
$820K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-125Closed |
$1.96K - $3.09K
|
0
$0
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-125- 0.26% |
$1.96K - $3.09K
|
48.7K
$820K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-132Closed |
$2.07K - $3.27K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-152- 1.53% |
$2.38K - $3.76K
|
9.78K
$165K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300- 37.5% |
$4.7K - $7.43K
|
500
$8.42K
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-328- 1.7% |
$5.14K - $8.12K
|
19K
$320K
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-358- 0.54% |
$5.61K - $8.86K
|
66.3K
$1.12M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-425- 41.46% |
$6.66K - $10.5K
|
600
$10.1K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-429Closed |
$6.73K - $10.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-671- 15.92% |
$10.5K - $16.6K
|
3.55K
$59.7K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-679Closed |
$10.6K - $16.8K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-745- 69.82% |
$11.7K - $18.4K
|
322
$5.42K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-758- 8.55% |
$11.9K - $18.8K
|
8.11K
$136K
|
|
Jul 29, 2022
Q2 2022
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-900- 0.38% |
$14.1K - $22.3K
|
237K
$3.99M
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-960- 24.12% |
$15.1K - $23.8K
|
3.02K
$50.8K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1K- 9.25% |
$15.7K - $24.8K
|
9.81K
$165K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.05K- 7.12% |
$16.5K - $26K
|
13.7K
$231K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.62K- 11.75% |
$25.5K - $40.2K
|
12.2K
$205K
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.86K- 12.39% |
$29.2K - $46K
|
13.1K
$221K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.93K- 4.93% |
$30.2K - $47.6K
|
37.2K
$625K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2K- 1.4% |
$31.4K - $49.5K
|
141K
$2.37M
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.23K- 5.26% |
$34.9K - $55.1K
|
40.1K
$675K
|