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 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
704K+ 10.04% |
$10M - $16.1M
|
7.72M
$108M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 0.4% |
$57 - $91.2
|
1K
$14K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
353New |
$5.03K - $8.04K
|
353
$4.95K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-71.1KClosed |
$1.01M - $1.62M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-13KClosed |
$185K - $296K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
105New |
$1.5K - $2.39K
|
105
$1.47K
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-20KClosed |
$285K - $455K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.37KNew |
$19.5K - $31.1K
|
1.37K
$19.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Cross Creek Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-3.94KClosed |
$56.2K - $89.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
923+ 4.25% |
$13.2K - $21K
|
22.7K
$318K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
16New |
$228 - $365
|
16
$224
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
25+ 50.0% |
$357 - $570
|
75
$1.05K
|
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
BUY
|
- |
6.95K+ 1.17% |
$99.1K - $158K
|
602K
$8.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
6+ 0.98% |
$85.6 - $137
|
619
$8.68K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$428 - $684
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$970 - $1.55K
|
68
$954
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10New |
$143 - $228
|
10
$140
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15+ 17.65% |
$214 - $342
|
100
$1.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
77+ 35.81% |
$1.1K - $1.75K
|
292
$4.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-70Closed |
$998 - $1.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-113KClosed |
$1.61M - $2.58M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
25New |
$357 - $570
|
25
$351
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.83K+ 29.94% |
$40.3K - $64.5K
|
12.3K
$172K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
$14.3K - $22.8K
|
1K
$14K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-182Closed |
$2.6K - $4.15K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
236KNew |
$3.36M - $5.37M
|
236K
$3.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
140New |
$2K - $3.19K
|
140
$1.96K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16New |
$228 - $365
|
16
$224
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-15KClosed |
$214K - $342K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-29.2KClosed |
$416K - $665K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-9.47KClosed |
$205K - $416K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-250Closed |
$5.4K - $11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.4KNew |
$1.02M - $2.08M
|
47.4K
$664K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-9.4KClosed |
$203K - $413K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Meritech Capital Associates Vi L.L.C.
Palo Alto, CA |
SELL
|
- |
-431K- 33.52% |
$9.3M - $18.9M
|
854K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-82KClosed |
$1.77M - $3.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Dumac, Inc.
Durham, NC |
SELL
|
- |
-16.3KClosed |
$353K - $716K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3Closed |
$64.8 - $132
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6Closed |
$130 - $263
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-5KClosed |
$108K - $219K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sqn Investors LP
Redwood City, CA |
SELL
|
- |
-1.17MClosed |
$25.3M - $51.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8.42KClosed |
$182K - $369K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-31KClosed |
$669K - $1.36M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-375Closed |
$8.1K - $16.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
350New |
$7.56K - $15.4K
|
350
$4.91K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.17KClosed |
$68.5K - $139K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-30KClosed |
$648K - $1.32M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-24KClosed |
$518K - $1.05M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.31KClosed |
$115K - $233K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
57+ 23.75% |
$1.23K - $2.5K
|
297
$4.17K
|
|