Purchases and Sales Made in Q3 2023 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.42K+ 224.68% |
$12.3K - $22.1K
|
2.05K
$33.1K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
913New |
$7.9K - $14.2K
|
913
$14.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
903+ 0.99% |
$7.81K - $14K
|
92K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
777+ 118.26% |
$6.72K - $12.1K
|
1.43K
$23.1K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
775+ 101.04% |
$6.7K - $12.1K
|
1.54K
$24.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
724+ 1.47% |
$6.26K - $11.3K
|
49.8K
$804K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
724+ 1.47% |
$6.26K - $11.3K
|
49.8K
$804K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
712+ 2.13% |
$6.16K - $11.1K
|
34.2K
$552K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
689+ 0.39% |
$5.96K - $10.7K
|
178K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
666+ 4.98% |
$5.76K - $10.4K
|
14K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
454+ 13.65% |
$3.93K - $7.06K
|
3.78K
$61K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
444+ 6.64% |
$3.84K - $6.9K
|
7.13K
$115K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
425+ 3.37% |
$3.68K - $6.61K
|
13K
$211K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
287+ 0.52% |
$2.48K - $4.46K
|
55.1K
$890K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
189+ 23.57% |
$1.63K - $2.94K
|
991
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128+ 1280.0% |
$1.11K - $1.99K
|
138
$2.23K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
59+ 0.04% |
$510 - $917
|
134K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 8.94% |
$510 - $917
|
719
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
59+ 0.04% |
$510 - $917
|
134K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
43+ 3.52% |
$372 - $669
|
1.27K
$20.4K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.11% |
$346 - $622
|
38.1K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 3.04% |
$303 - $544
|
1.19K
$19.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25New |
$216 - $389
|
25
$404
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 0.59% |
$216 - $389
|
4.26K
$68.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
16New |
$138 - $249
|
16
$258
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.26% |
$130 - $233
|
5.73K
$92.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10+ 0.02% |
$86.5 - $156
|
51.3K
$828K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 15.87% |
$86.5 - $156
|
73
$1.18K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$86.5 - $156
|
10
$161
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-19- 0.12% |
$164 - $295
|
16.1K
$260K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-25- 0.92% |
$216 - $389
|
2.7K
$43.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-59- 1.54% |
$510 - $917
|
3.78K
$60.9K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100Closed |
$865 - $1.56K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-104- 1.13% |
$900 - $1.62K
|
9.09K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-117- 68.82% |
$1.01K - $1.82K
|
53
$855
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-216- 2.08% |
$1.87K - $3.36K
|
10.2K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-246- 0.24% |
$2.13K - $3.83K
|
103K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-334- 14.13% |
$2.89K - $5.19K
|
2.03K
$32.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-339- 76.7% |
$2.93K - $5.27K
|
103
$1.66K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-431- 1.22% |
$3.73K - $6.7K
|
35K
$565K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-550- 1.8% |
$4.76K - $8.55K
|
30K
$485K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-662- 4.44% |
$5.73K - $10.3K
|
14.2K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-717- 0.71% |
$6.2K - $11.1K
|
99.6K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-887- 0.07% |
$7.67K - $13.8K
|
1.21M
$19.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.33K- 1.99% |
$11.5K - $20.7K
|
65.7K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.35K- 99.12% |
$11.7K - $21K
|
12
$194
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.48K- 7.7% |
$12.8K - $22.9K
|
17.7K
$285K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.55K- 10.63% |
$13.4K - $24.2K
|
13.1K
$211K
|