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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-149- 15.04% |
$1.49K - $2.31K
|
842
$13.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-154- 1.52% |
$1.54K - $2.39K
|
10K
$163K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-265- 0.77% |
$2.64K - $4.1K
|
33.9K
$552K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-489- 8.53% |
$4.88K - $7.57K
|
5.24K
$85.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-563- 0.73% |
$5.62K - $8.72K
|
76.2K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-750- 0.54% |
$7.49K - $11.6K
|
138K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-856- 22.68% |
$8.54K - $13.3K
|
2.92K
$47.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-889- 20.56% |
$8.87K - $13.8K
|
3.43K
$55.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-915- 4.88% |
$9.13K - $14.2K
|
17.8K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-976- 2.79% |
$9.74K - $15.1K
|
34K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 0.37% |
$9.98K - $15.5K
|
268K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-1.02K- 49.9% |
$10.2K - $15.9K
|
1.03K
$16.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.17K- 57.44% |
$11.6K - $18.1K
|
864
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.18K- 0.23% |
$11.8K - $18.3K
|
511K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.38K- 9.69% |
$13.8K - $21.4K
|
12.9K
$209K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.94K- 2.95% |
$19.4K - $30K
|
63.8K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.15K- 41.53% |
$21.4K - $33.3K
|
3.02K
$49.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.33K- 12.45% |
$23.2K - $36K
|
16.4K
$266K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.72K- 63.83% |
$27.1K - $42.1K
|
1.54K
$25K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.8K- 5.66% |
$28K - $43.4K
|
46.7K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.84K- 4.2% |
$28.3K - $44K
|
64.7K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.99K- 0.06% |
$29.8K - $46.3K
|
4.6M
$74.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-3K- 0.56% |
$29.9K - $46.4K
|
528K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-4.14K- 24.98% |
$41.3K - $64.1K
|
12.4K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.25K- 2.89% |
$42.4K - $65.8K
|
143K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.35K- 3.08% |
$43.4K - $67.4K
|
137K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-4.7K- 26.86% |
$46.9K - $72.8K
|
12.8K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.75K- 3.56% |
$47.4K - $73.6K
|
129K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.01K- 0.42% |
$50K - $77.7K
|
1.2M
$19.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.54K- 29.97% |
$55.3K - $85.9K
|
13K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.21K- 4.64% |
$62K - $96.2K
|
128K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-6.71K- 3.67% |
$66.9K - $104K
|
176K
$2.86M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9.43K- 3.09% |
$94.1K - $146K
|
295K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-11K- 2.46% |
$109K - $170K
|
435K
$7.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11.3K- 30.27% |
$113K - $175K
|
26K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-12.1K- 51.34% |
$121K - $188K
|
11.5K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-12.4K- 10.67% |
$123K - $191K
|
103K
$1.68M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.7K- 6.82% |
$127K - $197K
|
174K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.7K- 4.26% |
$127K - $197K
|
286K
$4.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-12.8K- 26.11% |
$128K - $199K
|
36.3K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16.3K- 61.78% |
$163K - $253K
|
10.1K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-17.5K- 29.56% |
$174K - $270K
|
41.6K
$677K
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-17.9K- 10.19% |
$179K - $278K
|
158K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.1K- 5.46% |
$181K - $281K
|
314K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-18.1K- 5.5% |
$181K - $281K
|
312K
$5.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-18.9K- 9.11% |
$188K - $292K
|
188K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-21.1K- 24.47% |
$211K - $327K
|
65.2K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21.9K- 25.36% |
$218K - $338K
|
64.3K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.1K- 11.49% |
$221K - $343K
|
170K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-23K- 9.13% |
$230K - $356K
|
229K
$3.73M
|