Latest Institutional Transactions on Upland Software, Inc. (UPLD)
This table provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-12.6K- 4.39% |
$23.8K - $33.4K
|
274K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-62.9KClosed |
$119K - $167K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$20.2K - $28.4K
|
10.7K
$45.7K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-26.3KClosed |
$49.7K - $70K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
775New |
$1.46K - $2.06K
|
775
$3.32K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-767- 3.18% |
$1.45K - $2.04K
|
23.4K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-193K- 39.16% |
$365K - $514K
|
300K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
14.4KNew |
$27.2K - $38.3K
|
14.4K
$61.7K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.1KNew |
$22.8K - $32.1K
|
12.1K
$51.7K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-913- 0.45% |
$1.73K - $2.43K
|
204K
$873K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$274 - $386
|
145
$621
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100+ 200.0% |
$189 - $266
|
150
$642
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-15K- 54.95% |
$30.3K - $50.4K
|
12.3K
$52.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-929- 2.75% |
$1.88K - $3.12K
|
32.9K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.6K+ 6.89% |
$21.4K - $35.6K
|
164K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-282K- 36.48% |
$570K - $948K
|
491K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.8K+ 3.87% |
$7.68K - $12.8K
|
102K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200Closed |
$404 - $672
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-217K- 20.7% |
$439K - $730K
|
833K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-65.5K- 99.94% |
$132K - $220K
|
39
$167
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-166- 17.62% |
$335 - $558
|
776
$3.32K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.29K+ 5.28% |
$2.6K - $4.32K
|
25.6K
$110K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5KNew |
$27.3K - $45.4K
|
13.5K
$57.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-79- 10.85% |
$160 - $265
|
649
$2.78K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$28.3 - $47
|
14
$59.9
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$2.02K - $3.36K
|
1K
$4.28K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211+ 541.03% |
$426 - $709
|
250
$1.07K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
7.2KNew |
$17K - $35.2K
|
7.2K
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.85K- 8.05% |
$9.09K - $18.8K
|
44K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-13K- 28.15% |
$30.7K - $63.6K
|
33.2K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
30K+ 6.13% |
$70.8K - $147K
|
519K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$23.7K - $49K
|
10K
$42.9K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.41K+ 38.17% |
$22.2K - $46K
|
34.1K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-225K- 70.25% |
$531K - $1.1M
|
95.3K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9K+ 922.65% |
$28K - $58K
|
13.1K
$56.2K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.07K- 4.75% |
$9.61K - $19.9K
|
81.7K
$350K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-34.5K- 40.07% |
$81.4K - $169K
|
51.6K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41KNew |
$96.8K - $200K
|
41K
$175K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 1.36% |
$7.08 - $14.7
|
223
$954
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-244K- 29.12% |
$577K - $1.19M
|
595K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11KNew |
$25.9K - $53.7K
|
11K
$47K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
136K+ 110.91% |
$322K - $667K
|
259K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-500- 12.52% |
$1.18K - $2.45K
|
3.49K
$15K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9KNew |
$28.2K - $58.4K
|
11.9K
$51.1K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-31K- 71.26% |
$73.2K - $152K
|
12.5K
$53.5K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 494.44% |
$177K - $266K
|
64.2K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.9K- 26.39% |
$72.8K - $109K
|
61.2K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-428K- 59.04% |
$1.42M - $2.13M
|
297K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-11.7K- 43.29% |
$38.7K - $58.1K
|
15.3K
$65.4K
|
|