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 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11.3K- 44.87% |
$91.5K - $172K
|
13.8K
$59.2K
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.7K- 60.12% |
$119K - $224K
|
9.76K
$41.8K
|
|
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
$121K
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-503K- 94.91% |
$4.09M - $7.66M
|
27K
$116K
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11KNew |
$89.2K - $167K
|
11K
$47K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 6.64% |
$146 - $274
|
253
$1.08K
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
265New |
$2.15K - $4.04K
|
265
$1.13K
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.1K+ 3.25% |
$17.1K - $32K
|
66.8K
$286K
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
12.9KNew |
$104K - $196K
|
12.9K
$55K
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.77KNew |
$14.4K - $26.9K
|
1.77K
$7.57K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.3K+ 76.72% |
$10.5K - $19.7K
|
2.98K
$12.8K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
276New |
$2.24K - $4.2K
|
276
$1.18K
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-5.56K- 2.51% |
$45.1K - $84.7K
|
216K
$924K
|
|
Oct 18, 2022
Q3 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-534K- 48.3% |
$4.34M - $8.14M
|
572K
$2.45M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
92New |
$747 - $1.4K
|
92
$394
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.09K- 0.9% |
$25.1K - $47.1K
|
338K
$1.45M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
95New |
$771 - $1.45K
|
95
$407
|
|
Q2 2022 | |||||||
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-11.7KClosed |
$148K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-79.1KClosed |
$998K - $1.41M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
75.4KNew |
$952K - $1.35M
|
75.4K
$323K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-84Closed |
$1.06K - $1.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
72.2K+ 20.84% |
$911K - $1.29M
|
419K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-204Closed |
$2.57K - $3.65K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-98.3K- 86.25% |
$1.24M - $1.76M
|
15.7K
$67.1K
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-31.2KClosed |
$393K - $557K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-14KClosed |
$177K - $250K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.9K+ 53.12% |
$427K - $606K
|
97.6K
$418K
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-7.29K- 8.92% |
$91.9K - $130K
|
74.4K
$318K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$130K - $184K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-15.7K- 14.97% |
$198K - $280K
|
89.1K
$381K
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-26.5KClosed |
$334K - $474K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-159KClosed |
$2.01M - $2.85M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-200KClosed |
$2.52M - $3.58M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-653Closed |
$8.24K - $11.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
650+ 52.0% |
$8.2K - $11.6K
|
1.9K
$8.13K
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-224K- 37.26% |
$2.83M - $4.01M
|
378K
$1.62M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-220- 1.56% |
$2.78K - $3.93K
|
13.9K
$59.3K
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-420KClosed |
$5.3M - $7.51M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7KClosed |
$185K - $262K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
67New |
$846 - $1.2K
|
67
$287
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$12.6K - $17.9K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-345Closed |
$4.35K - $6.17K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
37.1KNew |
$468K - $663K
|
37.1K
$159K
|
|
Jul 15, 2022
Q2 2022
|
Scout Investments, Inc.
|
BUY
|
- |
9.74K+ 2.82% |
$123K - $174K
|
355K
$1.52M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42Closed |
$530 - $751
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
150New |
$1.89K - $2.68K
|
150
$642
|
|
Q1 2022 | |||||||
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-32.7KClosed |
$520K - $691K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
25.2K+ 15.83% |
$401K - $532K
|
184K
$789K
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-31.2KClosed |
$496K - $658K
|
0
$0
|