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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.71KNew |
$6.83K - $15.8K
|
1.71K
$7.29K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
33.6K+ 39.22% |
$134K - $311K
|
119K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-80K- 48.48% |
$319K - $740K
|
85K
$362K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
137New |
$547 - $1.27K
|
137
$584
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.8K- 10.15% |
$7.19K - $16.7K
|
15.9K
$67.9K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-811- 6.87% |
$3.24K - $7.5K
|
11K
$46.8K
|
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-634K- 49.76% |
$2.53M - $5.86M
|
640K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-651- 17.74% |
$2.6K - $6.02K
|
3.02K
$12.9K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.1KNew |
$80.2K - $186K
|
20.1K
$85.6K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84+ 50.6% |
$335 - $777
|
250
$1.07K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.5KNew |
$45.9K - $107K
|
11.5K
$49.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
324New |
$1.29K - $3K
|
324
$1.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
135New |
$539 - $1.25K
|
135
$575
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7K- 3.72% |
$27.9K - $64.7K
|
181K
$771K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
17KNew |
$67.8K - $157K
|
17K
$72.4K
|
|
| Q4 2022 | |||||||
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
5.13KNew |
$32.5K - $44.8K
|
5.13K
$21.9K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-50K- 20.48% |
$317K - $436K
|
194K
$827K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$2.54K - $3.49K
|
400
$1.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.5K- 78.46% |
$66.6K - $91.6K
|
2.88K
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$95.4K - $131K
|
15K
$64.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
29.1KNew |
$184K - $254K
|
29.1K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
66.8K+ 186.85% |
$424K - $583K
|
103K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.2KNew |
$324K - $446K
|
51.2K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
85KNew |
$539K - $741K
|
85K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
178KNew |
$1.13M - $1.55M
|
178K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.4K+ 10.53% |
$21.6K - $29.6K
|
35.7K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
279K+ 29.93% |
$1.77M - $2.43M
|
1.21M
$5.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.1K- 99.85% |
$109K - $149K
|
25
$107
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-84- 0.12% |
$533 - $732
|
72.2K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 12.28% |
$13.4K - $18.4K
|
15.1K
$64.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 98.1% |
$8.85K - $12.2K
|
27
$115
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.63K+ 12.7% |
$23K - $31.6K
|
32.2K
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.2K- 2.76% |
$77.2K - $106K
|
428K
$1.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
BUY
|
- |
230KNew |
$1.46M - $2.01M
|
230K
$980K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
97.7K+ 136.35% |
$620K - $852K
|
169K
$722K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-38.9K- 10.58% |
$247K - $340K
|
329K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4KNew |
$65.8K - $90.5K
|
10.4K
$44.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
23.4KNew |
$148K - $204K
|
23.4K
$99.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
50KNew |
$317K - $436K
|
50K
$213K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
447New |
$2.83K - $3.9K
|
447
$1.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
209+ 360.34% |
$1.33K - $1.82K
|
267
$1.14K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-223- 81.68% |
$1.41K - $1.94K
|
50
$213
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
1.31K+ 0.73% |
$8.33K - $11.5K
|
181K
$769K
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
31.2KNew |
$198K - $272K
|
31.2K
$133K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-321- 0.81% |
$2.04K - $2.8K
|
39.3K
$167K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-70.3K- 70.23% |
$446K - $613K
|
29.8K
$127K
|
|
|
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
$175
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.7K- 60.12% |
$119K - $224K
|
9.76K
$41.6K
|
|