Latest Institutional Transactions on Ui Path, Inc. (PATH)
This table provides information on the latest institutional transactions involving Ui Path, Inc. (PATH) 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 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
145K+ 152.15% |
$1.63M - $3.22M
|
240K
$2.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 7.69% |
$563 - $1.11K
|
600
$7.38K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-35.2K- 88.09% |
$397K - $781K
|
4.76K
$58.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-19K- 8.52% |
$214K - $422K
|
204K
$2.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
10.4K+ 7.7% |
$118K - $232K
|
146K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.4K+ 17.32% |
$49.5K - $97.6K
|
29.8K
$367K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$67.6 - $133
|
6
$73.8
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 75.0% |
$16.9K - $33.3K
|
500
$6.15K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10KNew |
$113K - $222K
|
10K
$123K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$5.63K - $11.1K
|
500
$6.15K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
38.4K+ 96.33% |
$432K - $851K
|
78.2K
$962K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$115K - $226K
|
10.2K
$125K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
131KNew |
$1.48M - $2.91M
|
131K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
SELL
|
- |
-76.8K- 84.31% |
$864K - $1.7M
|
14.3K
$176K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-100- 2.78% |
$1.13K - $2.22K
|
3.5K
$43K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.4K+ 11.81% |
$38.3K - $75.4K
|
32.2K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$45 - $88.8
|
4
$49.2
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.92K+ 17.27% |
$32.9K - $64.9K
|
19.8K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
600New |
$6.76K - $13.3K
|
600
$7.38K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-550- 64.71% |
$6.19K - $12.2K
|
300
$3.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19.5K+ 73.79% |
$220K - $433K
|
45.9K
$565K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
42.6KNew |
$480K - $946K
|
42.6K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
27.3KNew |
$308K - $606K
|
27.3K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.42K+ 68.35% |
$83.5K - $165K
|
18.3K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
900+ 8.58% |
$10.1K - $20K
|
11.4K
$140K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.16K- 98.3% |
$13K - $25.6K
|
20
$246
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.95K- 13.78% |
$67K - $132K
|
37.2K
$458K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
122New |
$1.37K - $2.71K
|
122
$1.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.16K+ 5.5% |
$24.3K - $47.9K
|
41.4K
$509K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
6KNew |
$67.6K - $133K
|
6K
$73.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-724- 56.34% |
$8.15K - $16.1K
|
561
$6.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.24KNew |
$14K - $27.6K
|
1.24K
$15.3K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$22.5 - $44.4
|
2
$24.6
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10K- 20.0% |
$113K - $222K
|
40K
$492K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$113K - $223K
|
10.1K
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-165K- 73.56% |
$1.85M - $3.65M
|
59.2K
$728K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
229KNew |
$2.58M - $5.08M
|
229K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-194K- 69.34% |
$2.18M - $4.3M
|
85.6K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
26.9K+ 20.57% |
$303K - $598K
|
158K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10KNew |
$113K - $222K
|
10K
$123K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$11.3 - $22.2
|
1
$12.3
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
56+ 127.27% |
$631 - $1.24K
|
100
$1.23K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-450- 47.37% |
$5.07K - $9.99K
|
500
$6.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
685New |
$7.71K - $15.2K
|
685
$8.43K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
CALL |
10KNew |
$113K - $222K
|
10K
$123K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
342+ 216.46% |
$3.85K - $7.59K
|
500
$6.15K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5KNew |
$56.3K - $111K
|
5K
$61.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-7K- 41.18% |
$78.8K - $155K
|
10K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
45KNew |
$507K - $998K
|
45K
$553K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-377- 42.99% |
$4.25K - $8.37K
|
500
$6.15K
|