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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-330- 24.7% |
$4.93K - $8.67K
|
1.01K
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1KNew |
$14.9K - $26.3K
|
1K
$12.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-40- 7.22% |
$598 - $1.05K
|
514
$6.32K
|
|
|
Feb 08, 2024
Q4 2023
|
Alphabet Inc.
Mountain View, CA |
SELL
|
- |
-7.03M- 50.0% |
$105M - $185M
|
7.03M
$86.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
15KNew |
$224K - $394K
|
15K
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
857New |
$12.8K - $22.5K
|
857
$10.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
20KNew |
$299K - $525K
|
20K
$246K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-3.07K- 12.91% |
$45.8K - $80.6K
|
20.7K
$255K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1.16KNew |
$17.3K - $30.5K
|
1.16K
$14.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
20KNew |
$299K - $525K
|
20K
$246K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.33K- 62.74% |
$139K - $245K
|
5.54K
$68.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.74KNew |
$131K - $229K
|
8.74K
$107K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
274New |
$4.09K - $7.2K
|
274
$3.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-899- 65.14% |
$13.4K - $23.6K
|
481
$5.92K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-335- 2.19% |
$5K - $8.8K
|
15K
$184K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
29.9KNew |
$447K - $786K
|
29.9K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2KNew |
$29.9K - $52.5K
|
2K
$24.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
598+ 4.95% |
$8.93K - $15.7K
|
12.7K
$156K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.97KNew |
$134K - $236K
|
8.97K
$110K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
263New |
$3.93K - $6.91K
|
263
$3.23K
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
43.9KNew |
$657K - $1.15M
|
43.9K
$541K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-1K- 50.0% |
$14.9K - $26.3K
|
1K
$12.3K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
203K+ 353.11% |
$3.04M - $5.34M
|
261K
$3.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-8.2KClosed |
$123K - $215K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$26K - $45.6K
|
1.74K
$21.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84New |
$1.25K - $2.21K
|
84
$1.03K
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
65.3KNew |
$976K - $1.71M
|
65.3K
$803K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8.05KNew |
$120K - $211K
|
8.05K
$99K
|
|
| Q3 2023 | |||||||
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-55Closed |
$801 - $1.05K
|
0
$0
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
16.6KNew |
$242K - $318K
|
16.6K
$204K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
70New |
$1.02K - $1.34K
|
70
$861
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-53.5K- 98.37% |
$780K - $1.03M
|
889
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
59KNew |
$860K - $1.13M
|
59K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.56K+ 33.68% |
$37.2K - $49K
|
10.1K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
25KNew |
$364K - $480K
|
25K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
16.1KNew |
$235K - $309K
|
16.1K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-16.5K- 49.53% |
$240K - $316K
|
16.8K
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-8.81K- 44.57% |
$128K - $169K
|
11K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
60KNew |
$874K - $1.15M
|
60K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-126K- 99.52% |
$1.84M - $2.42M
|
615
$7.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-18.7K- 30.82% |
$272K - $358K
|
41.9K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1New |
$14.6 - $19.2
|
1
$12.3
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
14.7KNew |
$215K - $283K
|
14.7K
$181K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25.2KNew |
$367K - $483K
|
25.2K
$310K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
8New |
$117 - $153
|
8
$98.4
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.4K- 10.76% |
$152K - $200K
|
86.4K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 18.95% |
$111K - $146K
|
32.5K
$400K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$4.37K - $5.75K
|
300
$3.69K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
112New |
$1.63K - $2.15K
|
112
$1.38K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
330New |
$4.81K - $6.33K
|
330
$4.06K
|
|