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 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-105K- 57.66% |
$264K - $487K
|
77.4K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
43.5K+ 3.38% |
$109K - $201K
|
1.33M
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-155KClosed |
$387K - $716K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$58.4K - $108K
|
23.4K
$54.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
750New |
$1.88K - $3.47K
|
750
$1.76K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
259New |
$648 - $1.2K
|
259
$609
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$1.12K - $1.64K
|
400
$940
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
16.4K+ 221.38% |
$46.2K - $67.5K
|
23.9K
$56.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.97K+ 10.11% |
$5.54K - $8.1K
|
21.5K
$50.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-4.72K- 29.88% |
$13.3K - $19.4K
|
11.1K
$26K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
65.1K+ 108.32% |
$183K - $267K
|
125K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-77.6K- 43.65% |
$218K - $319K
|
100K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-9.59K- 32.23% |
$27K - $39.4K
|
20.2K
$47.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
21.9K+ 1541.98% |
$61.6K - $90.1K
|
23.3K
$54.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12KClosed |
$33.8K - $49.5K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-32.6K- 68.49% |
$91.6K - $134K
|
15K
$35.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-550K- 84.62% |
$1.55M - $2.26M
|
100K
$235K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.03K- 97.48% |
$25.4K - $37.1K
|
233
$548
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
104New |
$292 - $427
|
104
$244
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$37.9K - $55.5K
|
13.5K
$31.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$42.2K - $97.8K
|
10.6K
$24.9K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.02K+ 49.65% |
$24K - $55.6K
|
18.1K
$42.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$399 - $925
|
100
$235
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
CALL |
100New |
$399 - $925
|
100
$235
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 27.14% |
$75.8 - $176
|
51
$120
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14KNew |
$55.9K - $130K
|
14K
$32.9K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-8.96K- 6.74% |
$35.7K - $82.9K
|
124K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5K+ 110.55% |
$20K - $46.3K
|
9.52K
$22.4K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 38.79% |
$193K - $448K
|
173K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
59+ 163.89% |
$235 - $546
|
95
$223
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
67.2K+ 361.71% |
$268K - $621K
|
85.7K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.71KNew |
$6.83K - $15.8K
|
1.71K
$4.02K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
284+ 2.03% |
$1.13K - $2.63K
|
14.3K
$33.5K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-192K- 39.82% |
$766K - $1.78M
|
290K
$682K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
33.6K+ 39.22% |
$134K - $311K
|
119K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-80K- 48.48% |
$319K - $740K
|
85K
$200K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
137New |
$547 - $1.27K
|
137
$322
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-811- 6.87% |
$3.24K - $7.5K
|
11K
$25.8K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.8K- 10.15% |
$7.19K - $16.7K
|
15.9K
$37.5K
|
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-634K- 49.76% |
$2.53M - $5.86M
|
640K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-651- 17.74% |
$2.6K - $6.02K
|
3.02K
$7.09K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.1KNew |
$80.2K - $186K
|
20.1K
$47.2K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84+ 50.6% |
$335 - $777
|
250
$588
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.5KNew |
$45.9K - $107K
|
11.5K
$27.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
324New |
$1.29K - $3K
|
324
$761
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
135New |
$539 - $1.25K
|
135
$317
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7K- 3.72% |
$27.9K - $64.7K
|
181K
$425K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
17KNew |
$67.8K - $157K
|
17K
$40K
|
|
| Q4 2022 | |||||||
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
5.13KNew |
$32.5K - $44.8K
|
5.13K
$12.1K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-50K- 20.48% |
$317K - $436K
|
194K
$456K
|
|