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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$2.54K - $3.49K
|
400
$940
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
85KNew |
$539K - $741K
|
85K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
66.8K+ 186.85% |
$424K - $583K
|
103K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-9- 0.01% |
$57.1 - $78.5
|
60.3K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
279K+ 29.93% |
$1.77M - $2.43M
|
1.21M
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.5K- 78.46% |
$66.6K - $91.6K
|
2.88K
$6.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$95.4K - $131K
|
15K
$35.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
178KNew |
$1.13M - $1.55M
|
178K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.2KNew |
$324K - $446K
|
51.2K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.4K+ 10.53% |
$21.6K - $29.6K
|
35.7K
$83.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
29.1KNew |
$184K - $254K
|
29.1K
$68.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 12.28% |
$13.4K - $18.4K
|
15.1K
$35.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.1K- 99.85% |
$109K - $149K
|
25
$58.8
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-84- 0.12% |
$533 - $732
|
72.2K
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.63K+ 12.7% |
$23K - $31.6K
|
32.2K
$75.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.2K- 2.76% |
$77.2K - $106K
|
428K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 98.1% |
$8.85K - $12.2K
|
27
$63.5
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-38.9K- 10.58% |
$247K - $340K
|
329K
$774K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
97.7K+ 136.35% |
$620K - $852K
|
169K
$398K
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
BUY
|
- |
230KNew |
$1.46M - $2.01M
|
230K
$541K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4KNew |
$65.8K - $90.5K
|
10.4K
$24.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
23.4KNew |
$148K - $204K
|
23.4K
$54.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
50KNew |
$317K - $436K
|
50K
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
447New |
$2.83K - $3.9K
|
447
$1.05K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 81.68% |
$1.41K - $1.94K
|
50
$118
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
209+ 360.34% |
$1.33K - $1.82K
|
267
$627
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
1.31K+ 0.73% |
$8.33K - $11.5K
|
181K
$424K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-321- 0.81% |
$2.04K - $2.8K
|
39.3K
$92.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
31.2KNew |
$198K - $272K
|
31.2K
$73.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-70.3K- 70.23% |
$446K - $613K
|
29.8K
$70.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30Closed |
$190 - $262
|
0
$0
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41New |
$260 - $358
|
41
$96.4
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100- 20.0% |
$812 - $1.52K
|
400
$940
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11KNew |
$89.2K - $167K
|
11K
$25.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11.3K- 44.87% |
$91.5K - $172K
|
13.8K
$32.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.7K- 60.12% |
$119K - $224K
|
9.76K
$22.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-503K- 94.91% |
$4.09M - $7.66M
|
27K
$63.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-668Closed |
$5.42K - $10.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-50.5K- 64.15% |
$410K - $769K
|
28.2K
$66.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.91K+ 99.39% |
$39.9K - $74.8K
|
9.85K
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
20.4KNew |
$166K - $311K
|
20.4K
$47.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 6.64% |
$146 - $274
|
253
$595
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
265New |
$2.15K - $4.04K
|
265
$623
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.1K+ 3.25% |
$17.1K - $32K
|
66.8K
$157K
|
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
12.9KNew |
$104K - $196K
|
12.9K
$30.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.77KNew |
$14.4K - $26.9K
|
1.77K
$4.16K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.3K+ 76.72% |
$10.5K - $19.7K
|
2.98K
$7.01K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
276New |
$2.24K - $4.2K
|
276
$649
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-5.56K- 2.51% |
$45.1K - $84.7K
|
216K
$507K
|
|