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 11, 2023
Q1 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-476- 24.6% |
$5.42K - $8.38K
|
1.46K
$20.5K
|
|
|
May 11, 2023
Q1 2023
|
Founders Circle Capital LLC
|
SELL
|
- |
-405KClosed |
$4.6M - $7.12M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Washington University
St Louis, MO |
BUY
|
- |
20KNew |
$228K - $353K
|
20K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Bp PLC
|
BUY
|
- |
12.7KNew |
$144K - $223K
|
12.7K
$178K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5New |
$56.9 - $88
|
5
$70.1
|
|
|
May 09, 2023
Q1 2023
|
Pathway Capital Management, LP
Irvine, CA |
BUY
|
- |
304KNew |
$3.46M - $5.36M
|
304K
$4.27M
|
|
|
May 05, 2023
Q1 2023
|
Madrona Venture Group, LLC
|
BUY
|
- |
608KNew |
$6.92M - $10.7M
|
608K
$8.53M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62New |
$706 - $1.09K
|
62
$870
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-120- 4.85% |
$1.37K - $2.11K
|
2.36K
$33.1K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$3.41K - $5.28K
|
300
$4.21K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.46% |
$34.1 - $52.8
|
208
$2.92K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100New |
$1.14K - $1.76K
|
100
$1.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
101New |
$1.15K - $1.78K
|
101
$1.42K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
678New |
$7.72K - $11.9K
|
678
$9.51K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
360KNew |
$4.09M - $6.33M
|
360K
$5.05M
|
|
|
Apr 05, 2023
Q1 2023
|
Mass General Brigham, Inc
|
BUY
|
- |
52.1KNew |
$593K - $917K
|
52.1K
$731K
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
50New |
$528 - $727
|
50
$702
|
|
|
Feb 12, 2025
Q4 2022
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
PUT |
-30KClosed |
$317K - $436K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-19- 28.36% |
$200 - $276
|
48
$673
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 43.33% |
$274 - $378
|
86
$1.21K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-18.2KClosed |
$192K - $265K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
168KNew |
$1.78M - $2.45M
|
168K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
296KNew |
$3.12M - $4.29M
|
296K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
325KNew |
$3.43M - $4.72M
|
325K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.83MNew |
$19.3M - $26.6M
|
1.83M
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-4.8K- 3.2% |
$50.6K - $69.7K
|
145K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Institutional Venture Management Xvi, LLC
Menlo Park, CA |
SELL
|
- |
-2.6M- 54.21% |
$27.4M - $37.7M
|
2.19M
$30.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
292KNew |
$3.08M - $4.24M
|
292K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.9KNew |
$136K - $188K
|
12.9K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
21.1KNew |
$223K - $307K
|
21.1K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
6.59KNew |
$69.5K - $95.7K
|
6.59K
$92.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-5.23K- 33.09% |
$55.2K - $76K
|
10.6K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
1.32MNew |
$13.9M - $19.1M
|
1.32M
$18.5M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100New |
$1.06K - $1.45K
|
100
$1.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
2.01KNew |
$21.2K - $29.2K
|
2.01K
$28.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
36New |
$380 - $523
|
36
$505
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
CALL |
-42.5K- 94.44% |
$448K - $618K
|
2.5K
$35.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
400KNew |
$4.22M - $5.81M
|
400K
$5.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Quaero Capital S.A.
|
BUY
|
- |
58.8KNew |
$621K - $855K
|
58.8K
$826K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
462New |
$4.87K - $6.71K
|
462
$6.48K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
11.5KNew |
$121K - $167K
|
11.5K
$161K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
800New |
$8.44K - $11.6K
|
800
$11.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
20.4K+ 78.25% |
$216K - $297K
|
46.6K
$653K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.42K- 11.23% |
$14.9K - $20.6K
|
11.2K
$157K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
49New |
$517 - $712
|
49
$687
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
700New |
$7.39K - $10.2K
|
700
$9.82K
|
|
| Q3 2022 | |||||||
|
Mar 29, 2024
Q3 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-15.7KClosed |
$197K - $344K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
35.8K+ 91.22% |
$450K - $785K
|
75K
$1.05M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.2KClosed |
$229K - $400K
|
0
$0
|
|