Latest Institutional Transactions on Yelp Inc (YELP)
This table provides information on the latest institutional transactions involving Yelp Inc (YELP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Smith Thomas W
Boca Raton, FL |
SELL
|
- |
-50.1K- 32.45% |
$1.37M - $1.83M
|
104K
$3.67M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.34K+ 1.49% |
$36.5K - $48.8K
|
90.9K
$3.2M
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
14.8KNew |
$404K - $542K
|
14.8K
$522K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.3K- 13.43% |
$35.5K - $47.6K
|
8.4K
$296K
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
6.3KNew |
$172K - $230K
|
6.3K
$222K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
59New |
$1.61K - $2.16K
|
59
$2.08K
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-710- 8.15% |
$19.4K - $26K
|
8.01K
$282K
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-9- 6.29% |
$246 - $329
|
134
$4.72K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$409 - $548
|
15
$528
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
243+ 17.97% |
$6.63K - $8.88K
|
1.6K
$56.2K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$27.3 - $36.6
|
9
$317
|
|
Q1 2023 | |||||||
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-8.19KClosed |
$227K - $271K
|
0
$0
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-34Closed |
$943 - $1.13K
|
0
$0
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
333+ 3.56% |
$9.23K - $11K
|
9.68K
$341K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
23New |
$638 - $762
|
23
$810
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.59K- 12.98% |
$44K - $52.5K
|
10.6K
$374K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
829+ 221.07% |
$23K - $27.4K
|
1.2K
$42.4K
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12.2K- 37.55% |
$339K - $404K
|
20.3K
$715K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.1KNew |
$224K - $268K
|
8.1K
$285K
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
2.8K+ 21.49% |
$77.7K - $92.8K
|
15.8K
$558K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-12- 1.72% |
$333 - $397
|
686
$24.2K
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-215- 0.9% |
$5.96K - $7.12K
|
23.7K
$835K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
33+ 32.04% |
$915 - $1.09K
|
136
$4.79K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$27.7 - $33.1
|
1
$35.2
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 50.0% |
$27.7 - $33.1
|
3
$106
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 26.32% |
$139 - $166
|
24
$845
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
500New |
$13.9K - $16.6K
|
500
$17.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$11.1K - $13.2K
|
400
$14.1K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40New |
$1.11K - $1.32K
|
40
$1.41K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-1.3K- 26.75% |
$35.9K - $42.9K
|
3.55K
$125K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
125New |
$3.47K - $4.14K
|
125
$4.4K
|
|
Q4 2022 | |||||||
Feb 12, 2025
Q4 2022
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
PUT |
-12KClosed |
$307K - $466K
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-675- 23.95% |
$17.3K - $26.2K
|
2.14K
$75.5K
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
4.87K+ 51.56% |
$125K - $189K
|
14.3K
$504K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
681KNew |
$17.5M - $26.4M
|
681K
$24M
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19KNew |
$487K - $737K
|
19K
$669K
|
|
Feb 14, 2023
Q4 2022
|
Rayliant Investment Research
Santa Monica, CA |
BUY
|
- |
11.2KNew |
$287K - $434K
|
11.2K
$394K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25.4KNew |
$651K - $986K
|
25.4K
$895K
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-2.81K- 12.52% |
$72K - $109K
|
19.7K
$692K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
523New |
$13.4K - $20.3K
|
523
$18.4K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1KNew |
$25.6K - $38.8K
|
1K
$35.2K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 6.25% |
$76.9 - $116
|
51
$1.8K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.13K+ 56.34% |
$106K - $160K
|
11.5K
$404K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.43K- 60.66% |
$242K - $366K
|
6.12K
$215K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
54New |
$1.38K - $2.1K
|
54
$1.9K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
50.3KNew |
$1.35M - $1.94M
|
50.3K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-181- 0.12% |
$4.85K - $6.98K
|
151K
$5.31M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.93KNew |
$51.7K - $74.3K
|
1.93K
$67.8K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$215 - $308
|
8
$282
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-487K- 57.89% |
$13.1M - $18.8M
|
354K
$12.5M
|