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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.2K- 6.0% |
$50.1K - $65K
|
65.7K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
50+ 0.41% |
$598 - $775
|
12.3K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
13.5KNew |
$161K - $209K
|
13.5K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-760- 79.17% |
$9.08K - $11.8K
|
200
$2.46K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.15K- 95.04% |
$13.7K - $17.8K
|
60
$738
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-150- 50.0% |
$1.79K - $2.33K
|
150
$1.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
BUY
|
- |
34KNew |
$406K - $527K
|
34K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
12.8KNew |
$152K - $198K
|
12.8K
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-13.6K- 34.87% |
$163K - $211K
|
25.4K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
27.6K+ 34.85% |
$330K - $428K
|
107K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
60New |
$717 - $930
|
60
$738
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.8KNew |
$189K - $245K
|
15.8K
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.68K- 13.8% |
$32K - $41.6K
|
16.8K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
253K+ 698.14% |
$3.03M - $3.92M
|
289K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$129K - $168K
|
10.8K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
220+ 0.81% |
$2.63K - $3.41K
|
27.5K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 65.22% |
$179 - $233
|
8
$98.4
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
67.5KNew |
$806K - $1.05M
|
67.5K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-100- 50.0% |
$1.2K - $1.55K
|
100
$1.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
490New |
$5.86K - $7.6K
|
490
$6.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 13.2% |
$478 - $620
|
263
$3.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
35New |
$418 - $543
|
35
$431
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 66.67% |
$47.8 - $62
|
2
$24.6
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
10.7KNew |
$128K - $166K
|
10.7K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
31K+ 112.01% |
$370K - $480K
|
58.6K
$721K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81.4K- 77.79% |
$972K - $1.26M
|
23.2K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
102K+ 75.96% |
$1.22M - $1.58M
|
237K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
812New |
$9.7K - $12.6K
|
812
$9.99K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 41.12% |
$526 - $682
|
151
$1.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 90.91% |
$4.78K - $6.2K
|
840
$10.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
64.2KNew |
$767K - $995K
|
64.2K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
31.8K+ 183.03% |
$379K - $492K
|
49.1K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3New |
$35.8 - $46.5
|
3
$36.9
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-201- 0.83% |
$2.4K - $3.12K
|
24.1K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-26.9K- 3.95% |
$321K - $417K
|
653K
$8.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.32K- 11.34% |
$15.8K - $20.5K
|
10.3K
$127K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-44- 0.14% |
$526 - $682
|
32.5K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$1.25K - $1.63K
|
105
$1.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-14.9K- 44.14% |
$178K - $230K
|
18.8K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.1KNew |
$133K - $173K
|
11.1K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.66K+ 9.69% |
$67.6K - $87.7K
|
64.1K
$789K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
360+ 2.37% |
$4.3K - $5.58K
|
15.6K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 3.96% |
$221K - $287K
|
485K
$5.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$83.6 - $109
|
7
$86.1
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
748+ 0.78% |
$8.94K - $11.6K
|
96.2K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.19% |
$47.8 - $62
|
2.06K
$25.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
56.2KNew |
$672K - $872K
|
56.2K
$692K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-12.7K- 4.28% |
$152K - $197K
|
284K
$3.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-35- 1.18% |
$418 - $543
|
2.92K
$36K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|