Purchases and Sales Made in Q4 2023 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.43K+ 13.68% |
$64.2K - $99.6K
|
53.4K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.28KNew |
$62.7K - $97.3K
|
6.28K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.38K+ 43.73% |
$53.6K - $83.3K
|
17.7K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
5.01K+ 15.14% |
$50K - $77.5K
|
38.1K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
4.91K+ 2.74% |
$49K - $76.1K
|
184K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
4.63K+ 28.78% |
$46.2K - $71.7K
|
20.7K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.68K+ 16.36% |
$36.7K - $57K
|
26.2K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.51K+ 32.44% |
$35K - $54.3K
|
14.3K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
3.29KNew |
$32.9K - $51K
|
3.29K
$53.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3.16K+ 24.2% |
$31.5K - $48.9K
|
16.2K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.63K+ 2.54% |
$26.2K - $40.7K
|
106K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.54K+ 1.36% |
$25.4K - $39.4K
|
190K
$3.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.38K+ 2.08% |
$23.7K - $36.8K
|
116K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.2KNew |
$22K - $34.1K
|
2.2K
$35.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57K+ 41.44% |
$15.6K - $24.3K
|
5.35K
$87K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56KNew |
$15.6K - $24.2K
|
1.56K
$25.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.31K+ 10.0% |
$13K - $20.2K
|
14.4K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$12K - $18.6K
|
1.2K
$19.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.04K+ 0.59% |
$10.4K - $16.2K
|
179K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
880+ 61.37% |
$8.78K - $13.6K
|
2.31K
$37.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
803+ 67.76% |
$8.01K - $12.4K
|
1.99K
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
772New |
$7.7K - $12K
|
772
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
686+ 0.17% |
$6.85K - $10.6K
|
414K
$6.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 5.29% |
$6.5K - $10.1K
|
13K
$211K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
576New |
$5.75K - $8.92K
|
576
$9.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
490New |
$4.89K - $7.59K
|
490
$7.97K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
405+ 0.66% |
$4.04K - $6.27K
|
62.2K
$1.01M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
400+ 25.94% |
$3.99K - $6.2K
|
1.94K
$31.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
400New |
$3.99K - $6.2K
|
400
$6.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
381New |
$3.8K - $5.9K
|
381
$6.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
378New |
$3.77K - $5.86K
|
378
$6.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
309+ 2.2% |
$3.08K - $4.79K
|
14.3K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
239+ 291.46% |
$2.39K - $3.7K
|
321
$5.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
158New |
$1.58K - $2.45K
|
158
$2.57K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150New |
$1.5K - $2.32K
|
150
$2.44K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
124New |
$1.24K - $1.92K
|
124
$2.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 12.8% |
$918 - $1.43K
|
811
$13.2K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
89New |
$888 - $1.38K
|
89
$1.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87New |
$868 - $1.35K
|
87
$1.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
84New |
$838 - $1.3K
|
84
$1.37K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
80New |
$798 - $1.24K
|
80
$1.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 106.82% |
$469 - $728
|
91
$1.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 3.56% |
$449 - $697
|
1.31K
$21.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 8.33% |
$9.98 - $15.5
|
11
$179
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-10- 13.7% |
$99.8 - $155
|
63
$1.03K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13- 24.53% |
$130 - $201
|
40
$651
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-84- 0.16% |
$838 - $1.3K
|
51.2K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-104- 6.14% |
$1.04K - $1.61K
|
1.59K
$25.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-138- 0.24% |
$1.38K - $2.14K
|
57.4K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-143- 0.22% |
$1.43K - $2.22K
|
64.8K
$1.05M
|