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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
1.07K+ 2.97% |
$23K - $28.7K
|
36.9K
$434K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$21.6 - $26.9
|
1
$11.8
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
23.1KNew |
$500K - $622K
|
23.1K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.9K+ 111.54% |
$62.6K - $78K
|
5.5K
$64.7K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
52.1KNew |
$1.12M - $1.4M
|
52.1K
$612K
|
|
|
May 13, 2024
Q1 2024
|
Step Stone Group LP
La Jolla, CA |
SELL
|
- |
-71.3K- 5.25% |
$1.54M - $1.92M
|
1.29M
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-68- 1.2% |
$1.47K - $1.83K
|
5.6K
$65.8K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
27.5K+ 8.39% |
$594K - $740K
|
355K
$4.18M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
117KNew |
$2.54M - $3.16M
|
117K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
875New |
$18.9K - $23.5K
|
875
$10.3K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
35K+ 14.76% |
$757K - $942K
|
272K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
19.9KNew |
$430K - $535K
|
19.9K
$234K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
CALL |
200New |
$4.32K - $5.38K
|
200
$2.35K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-464- 3.66% |
$10K - $12.5K
|
12.2K
$144K
|
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
32KNew |
$691K - $860K
|
32K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
61.3K+ 668.43% |
$1.32M - $1.65M
|
70.5K
$829K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-500- 4.27% |
$10.8K - $13.4K
|
11.2K
$132K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
5KNew |
$108K - $134K
|
5K
$58.8K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.17K- 16.47% |
$133K - $166K
|
31.3K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-55.3K- 44.85% |
$1.19M - $1.49M
|
68K
$800K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-65- 52.0% |
$1.4K - $1.75K
|
60
$706
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
67.5K+ 117.57% |
$1.46M - $1.81M
|
125K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-21.1K- 62.38% |
$457K - $568K
|
12.8K
$150K
|
|
|
May 03, 2024
Q1 2024
|
Alp Invest Partners B.V.
Amsterdam, P7 |
SELL
|
- |
-181K- 35.56% |
$3.9M - $4.85M
|
327K
$3.85M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.96K+ 27.95% |
$63.8K - $79.4K
|
13.5K
$159K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$540 - $672
|
25
$294
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
10.3KNew |
$223K - $277K
|
10.3K
$121K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13KNew |
$281K - $350K
|
13K
$153K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-100- 0.59% |
$2.16K - $2.69K
|
16.9K
$199K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.3KNew |
$223K - $278K
|
10.3K
$122K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.1K- 37.05% |
$261K - $324K
|
20.5K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
372New |
$8.04K - $10K
|
372
$4.37K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
8.79KNew |
$190K - $236K
|
8.79K
$103K
|
|
|
Apr 29, 2024
Q1 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
156KNew |
$3.38M - $4.2M
|
156K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
60KNew |
$1.3M - $1.61M
|
60K
$705K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
250New |
$5.4K - $6.72K
|
250
$2.94K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
192New |
$4.15K - $5.16K
|
192
$2.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$10.8K - $13.4K
|
500
$5.88K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 100.0% |
$4.32K - $5.38K
|
400
$4.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
350New |
$7.56K - $9.41K
|
350
$4.12K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.2KNew |
$264K - $329K
|
12.2K
$144K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$2.16K - $2.69K
|
100
$1.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-3.79K- 28.54% |
$81.8K - $102K
|
9.48K
$111K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-6.64K- 34.17% |
$143K - $178K
|
12.8K
$150K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-46.8K- 83.52% |
$1.01M - $1.26M
|
9.24K
$109K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-46.2K- 76.87% |
$998K - $1.24M
|
13.9K
$163K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 3.57% |
$432 - $538
|
580
$6.82K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.5K- 20.28% |
$32.4K - $40.3K
|
5.9K
$69.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.7KNew |
$209K - $261K
|
9.7K
$114K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400New |
$8.64K - $10.8K
|
400
$4.7K
|