Purchases and Sales Made in Q4 2021 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.08K+ 44.54% |
$130K - $245K
|
13.3K
$223K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.01K+ 22.11% |
$127K - $240K
|
22.1K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.23K+ 50.45% |
$102K - $194K
|
9.63K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.08KNew |
$97.9K - $185K
|
3.08K
$51.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 57.2% |
$88.2K - $167K
|
7.64K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 16.8% |
$84.7K - $160K
|
18.6K
$312K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.6KNew |
$82.5K - $156K
|
2.6K
$43.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.39K+ 1.37% |
$75.9K - $144K
|
177K
$2.97M
|
|
|
Feb 17, 2022
Q4 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.07K+ 1.22% |
$65.7K - $124K
|
172K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.92K+ 1.43% |
$61K - $115K
|
137K
$2.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.9K+ 0.76% |
$60.3K - $114K
|
253K
$4.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.87KNew |
$59.4K - $112K
|
1.87K
$31.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.67K+ 2.99% |
$53K - $100K
|
57.6K
$969K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.66KNew |
$52.7K - $99.8K
|
1.66K
$28K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.53KNew |
$48.6K - $92K
|
1.53K
$25.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 2.76% |
$34K - $64.3K
|
39.8K
$670K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
800New |
$25.4K - $48K
|
800
$13.5K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
670+ 6.42% |
$21.3K - $40.2K
|
11.1K
$187K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
600New |
$19K - $36K
|
600
$10.1K
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
482+ 1.28% |
$15.3K - $28.9K
|
38K
$640K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$14.4K - $27.2K
|
453
$7.62K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
429New |
$13.6K - $25.7K
|
429
$7.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
303+ 0.66% |
$9.61K - $18.2K
|
46.3K
$779K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$6.35K - $12K
|
200
$3.37K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 10.74% |
$6.35K - $12K
|
2.06K
$34.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
153New |
$4.85K - $9.18K
|
153
$2.57K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
136+ 212.5% |
$4.32K - $8.16K
|
200
$3.37K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
121New |
$3.84K - $7.26K
|
121
$2.04K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
94+ 0.96% |
$2.98K - $5.64K
|
9.92K
$167K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
74New |
$2.35K - $4.44K
|
74
$1.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
71New |
$2.25K - $4.26K
|
71
$1.19K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35New |
$1.11K - $2.1K
|
35
$589
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
28+ 0.53% |
$888 - $1.68K
|
5.32K
$89.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.23% |
$635 - $1.2K
|
8.9K
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 4.51% |
$190 - $360
|
139
$2.34K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5New |
$159 - $300
|
5
$84.1
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
2New |
$63.5 - $120
|
2
$33.7
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 0.02% |
$63.5 - $120
|
8.89K
$150K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6Closed |
$190 - $360
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6Closed |
$190 - $360
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-7- 46.67% |
$222 - $420
|
8
$135
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8- 1.07% |
$254 - $480
|
742
$12.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9Closed |
$286 - $540
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-12- 0.04% |
$381 - $720
|
30.9K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 51.72% |
$476 - $900
|
14
$236
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 8.5% |
$539 - $1.02K
|
183
$3.08K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-25Closed |
$793 - $1.5K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 3.97% |
$1.14K - $2.16K
|
871
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-37- 62.71% |
$1.17K - $2.22K
|
22
$370
|