Purchases and Sales Made in Q4 2022 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
533+ 0.94% |
$5.28K - $8.01K
|
57.5K
$920K
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
506+ 3.29% |
$5.01K - $7.6K
|
15.9K
$254K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500+ 100.0% |
$4.96K - $7.51K
|
1K
$16K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
426New |
$4.22K - $6.4K
|
426
$6.82K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
400New |
$3.96K - $6.01K
|
400
$6.41K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
341+ 4.75% |
$3.38K - $5.12K
|
7.52K
$120K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
341+ 4.75% |
$3.38K - $5.12K
|
7.52K
$120K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
275New |
$2.73K - $4.13K
|
275
$4.41K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
253+ 182.01% |
$2.51K - $3.8K
|
392
$6.28K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
237+ 0.14% |
$2.35K - $3.56K
|
174K
$2.79M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
232+ 119.59% |
$2.3K - $3.48K
|
426
$6.82K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
169+ 14.88% |
$1.67K - $2.54K
|
1.31K
$20.9K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
162+ 324.0% |
$1.61K - $2.43K
|
212
$3.4K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
116+ 0.91% |
$1.15K - $1.74K
|
12.9K
$206K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$991 - $1.5K
|
100
$1.6K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
97New |
$961 - $1.46K
|
97
$1.55K
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
55+ 0.02% |
$545 - $826
|
255K
$4.09M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 16.55% |
$476 - $721
|
338
$5.41K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
47New |
$466 - $706
|
47
$753
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
29New |
$287 - $436
|
29
$465
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 4.35% |
$9.91 - $15
|
22
$352
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-8- 0.29% |
$79.3 - $120
|
2.72K
$43.5K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 11.63% |
$99.1 - $150
|
76
$1.22K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13- 0.23% |
$129 - $195
|
5.64K
$90.4K
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-21- 0.24% |
$208 - $315
|
8.9K
$143K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 12.56% |
$248 - $376
|
174
$2.79K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-49- 0.06% |
$486 - $736
|
84.1K
$1.35M
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-123- 0.95% |
$1.22K - $1.85K
|
12.8K
$205K
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-156- 3.2% |
$1.55K - $2.34K
|
4.72K
$75.7K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-160- 21.74% |
$1.59K - $2.4K
|
576
$9.23K
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-199- 1.41% |
$1.97K - $2.99K
|
14K
$224K
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-283- 6.81% |
$2.8K - $4.25K
|
3.87K
$62K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-328- 72.09% |
$3.25K - $4.93K
|
127
$2.03K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-511- 8.37% |
$5.06K - $7.68K
|
5.6K
$89.6K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-518- 42.95% |
$5.13K - $7.78K
|
688
$11K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 7.99% |
$8.92K - $13.5K
|
10.4K
$166K
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-900- 4.19% |
$8.92K - $13.5K
|
20.6K
$330K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.22K- 18.44% |
$12.1K - $18.3K
|
5.38K
$86.2K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 1.6% |
$12.9K - $19.6K
|
80K
$1.28M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.46K- 7.38% |
$14.5K - $21.9K
|
18.3K
$294K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.4K- 15.1% |
$23.8K - $36K
|
13.5K
$216K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.94K- 16.83% |
$29.1K - $44.1K
|
14.5K
$233K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3K- 87.96% |
$29.7K - $45K
|
410
$6.57K
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.09K- 7.88% |
$30.6K - $46.4K
|
36.2K
$579K
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.62K- 21.66% |
$35.8K - $54.3K
|
13.1K
$209K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.94K- 18.77% |
$39K - $59.2K
|
17K
$273K
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-4.07K- 24.75% |
$40.3K - $61.1K
|
12.4K
$198K
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-4.27K- 10.77% |
$42.3K - $64.2K
|
35.4K
$567K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.33K- 5.69% |
$42.9K - $65.1K
|
71.8K
$1.15M
|