Latest Institutional Purchases of Ui Path, Inc. (PATH)
This list provides information on the latest institutional transactions involving Ui Path, Inc. (PATH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3KNew |
$273K - $480K
|
18.3K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
15KNew |
$224K - $394K
|
15K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
14.2KNew |
$213K - $374K
|
14.2K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
12.2KNew |
$182K - $320K
|
12.2K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
12KNew |
$179K - $315K
|
12K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$139K - $244K
|
9.31K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.97KNew |
$134K - $236K
|
8.97K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.76KNew |
$131K - $230K
|
8.76K
$123K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.74KNew |
$131K - $229K
|
8.74K
$123K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8.05KNew |
$120K - $211K
|
8.05K
$113K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2KNew |
$29.9K - $52.5K
|
2K
$28.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$26K - $45.6K
|
1.74K
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1.6KNew |
$23.9K - $42K
|
1.6K
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.29KNew |
$19.2K - $33.8K
|
1.29K
$18.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1.16KNew |
$17.3K - $30.5K
|
1.16K
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1K+ 33333.33% |
$14.9K - $26.3K
|
1K
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1KNew |
$14.9K - $26.3K
|
1K
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
857New |
$12.8K - $22.5K
|
857
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
800New |
$12K - $21K
|
800
$11.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
598+ 4.95% |
$8.93K - $15.7K
|
12.7K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
First Beijing Investment LTD
Hong Kong, K3 |
BUY
|
- |
471New |
$7.04K - $12.4K
|
471
$6.61K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
426+ 3.07% |
$6.36K - $11.2K
|
14.3K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
263New |
$3.93K - $6.91K
|
263
$3.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
140New |
$2.09K - $3.68K
|
140
$1.96K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
92New |
$1.37K - $2.42K
|
92
$1.29K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
75New |
$1.12K - $1.97K
|
75
$1.05K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
60KNew |
$874K - $1.15M
|
60K
$842K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
59KNew |
$860K - $1.13M
|
59K
$828K
|
|
|
Oct 11, 2023
Q3 2023
|
William Marsh Rice University
|
BUY
|
- |
30.1KNew |
$439K - $578K
|
30.1K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25.2KNew |
$367K - $483K
|
25.2K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
25KNew |
$364K - $480K
|
25K
$351K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
22.4KNew |
$327K - $430K
|
22.4K
$315K
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
16.6KNew |
$242K - $318K
|
16.6K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
16.1KNew |
$235K - $309K
|
16.1K
$226K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
14.7KNew |
$215K - $283K
|
14.7K
$207K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
330New |
$4.81K - $6.33K
|
330
$4.63K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
112New |
$1.63K - $2.15K
|
112
$1.57K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
70New |
$1.02K - $1.34K
|
70
$982
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
39New |
$568 - $748
|
39
$547
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
8New |
$117 - $153
|
8
$112
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
4New |
$58.3 - $76.7
|
4
$56.1
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1New |
$14.6 - $19.2
|
1
$14
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
275KNew |
$3.44M - $5.35M
|
275K
$3.86M
|
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
275KNew |
$3.44M - $5.35M
|
275K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
167KNew |
$2.09M - $3.25M
|
167K
$2.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
125KNew |
$1.56M - $2.43M
|
125K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
67.6KNew |
$845K - $1.31M
|
67.6K
$948K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
66.1KNew |
$827K - $1.29M
|
66.1K
$927K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49.9KNew |
$625K - $972K
|
49.9K
$701K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
32.9KNew |
$412K - $641K
|
32.9K
$462K
|
|