Purchases and Sales Made in Q4 2021 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q4 2021. The information is specifically focused on institutions that hold shares of UiPath, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
259+ 470.91% |
$10.3K - $14.9K
|
314
$4.37K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
250New |
$9.95K - $14.4K
|
250
$3.48K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
235+ 1566.67% |
$9.36K - $13.5K
|
250
$3.48K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
229New |
$9.12K - $13.2K
|
229
$3.19K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
215New |
$8.56K - $12.4K
|
215
$2.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
210+ 23.18% |
$8.36K - $12.1K
|
1.12K
$15.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
209+ 29.03% |
$8.32K - $12K
|
929
$12.9K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200New |
$7.96K - $11.5K
|
200
$2.78K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200+ 6.73% |
$7.96K - $11.5K
|
3.17K
$44.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
184New |
$7.33K - $10.6K
|
184
$2.56K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
175New |
$6.97K - $10.1K
|
175
$2.44K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
145+ 152.63% |
$5.77K - $8.34K
|
240
$3.34K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
109+ 70.78% |
$4.34K - $6.27K
|
263
$3.66K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
100New |
$3.98K - $5.75K
|
100
$1.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$3.98K - $5.75K
|
100
$1.39K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$3.98K - $5.75K
|
100
$1.39K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
97+ 47.32% |
$3.86K - $5.58K
|
302
$4.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
77New |
$3.07K - $4.43K
|
77
$1.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
65+ 0.62% |
$2.59K - $3.74K
|
10.6K
$147K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60New |
$2.39K - $3.45K
|
60
$835
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
55New |
$2.19K - $3.16K
|
55
$766
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
50+ 0.77% |
$1.99K - $2.88K
|
6.55K
$91.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$1.99K - $2.88K
|
50
$696
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50New |
$1.99K - $2.88K
|
50
$696
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
45+ 10.59% |
$1.79K - $2.59K
|
470
$6.54K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
43New |
$1.71K - $2.47K
|
43
$599
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
41+ 42.71% |
$1.63K - $2.36K
|
137
$1.91K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 17.47% |
$1.59K - $2.3K
|
269
$3.74K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
38New |
$1.51K - $2.19K
|
38
$529
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37New |
$1.47K - $2.13K
|
37
$515
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
34+ 0.3% |
$1.35K - $1.96K
|
11.3K
$157K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
30New |
$1.19K - $1.73K
|
30
$418
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
30New |
$1.19K - $1.73K
|
30
$418
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 22.95% |
$1.11K - $1.61K
|
150
$2.09K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
25New |
$995 - $1.44K
|
25
$348
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
18New |
$717 - $1.04K
|
18
$251
|
|
|
Feb 14, 2022
Q4 2021
|
Altimeter Capital Management, LP
Boston, MA |
BUY
|
- |
16+ 0.0% |
$637 - $920
|
3M
$41.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
12+ 171.43% |
$478 - $690
|
19
$264
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
11+ 11.0% |
$438 - $633
|
111
$1.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 58.82% |
$398 - $575
|
27
$376
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
10New |
$398 - $575
|
10
$139
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
9New |
$358 - $518
|
9
$125
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8New |
$318 - $460
|
8
$111
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$239 - $345
|
6
$83.5
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3New |
$119 - $173
|
3
$41.8
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
2New |
$79.6 - $115
|
2
$27.8
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-2- 2.53% |
$79.6 - $115
|
77
$1.07K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2Closed |
$79.6 - $115
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4Closed |
$159 - $230
|
0
$0
|