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 10, 2022
Q4 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-13.9KClosed |
$249K - $474K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.45KClosed |
$116K - $220K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-67.9KClosed |
$1.22M - $2.32M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$228K - $434K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.7KClosed |
$281K - $535K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-43Closed |
$771 - $1.47K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-12.5KClosed |
$224K - $426K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-592Closed |
$10.6K - $20.2K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-6.97KClosed |
$125K - $238K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3KClosed |
$203K - $387K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5Closed |
$89.7 - $171
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-137KClosed |
$2.46M - $4.69M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-810Closed |
$14.5K - $27.6K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$17.9 - $34.1
|
1
$3.1
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100Closed |
$1.79K - $3.41K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-6.9KClosed |
$124K - $235K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-620Closed |
$11.1K - $21.2K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
General Equity Holdings LP
Brooklyn, NY |
SELL
|
- |
-173KClosed |
$5.77M - $7.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-9.43K- 21.31% |
$315K - $393K
|
34.8K
$108K
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.42KClosed |
$248K - $309K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-510KClosed |
$17.1M - $21.3M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$380K - $473K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-44Closed |
$1.47K - $1.83K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-121KClosed |
$4.04M - $5.04M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-5.29KClosed |
$177K - $220K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-26.9KClosed |
$1.05M - $1.37M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
9.23KNew |
$359K - $471K
|
9.23K
$28.6K
|
|
Aug 16, 2021
Q2 2021
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-176KClosed |
$6.84M - $8.98M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Venator Capital Management Ltd.
Toronto, A6 |
SELL
|
- |
-70KClosed |
$2.73M - $3.58M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-221KClosed |
$8.62M - $11.3M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Paradiem, LLC
|
SELL
|
- |
-61KClosed |
$2.38M - $3.12M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-8.21KClosed |
$320K - $419K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-28.6KClosed |
$1.11M - $1.46M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-53KClosed |
$2.06M - $2.71M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-20.2KClosed |
$788K - $1.03M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.65KClosed |
$64.4K - $84.5K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-4.81KClosed |
$187K - $246K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.93KClosed |
$309K - $405K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-78.9KClosed |
$3.07M - $4.03M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-168KClosed |
$6.53M - $8.57M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-33.7KClosed |
$1.31M - $1.72M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-9.69KClosed |
$377K - $495K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.62KClosed |
$297K - $389K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7.46KClosed |
$291K - $381K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.55KClosed |
$60.5K - $79.3K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.46KClosed |
$174K - $228K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-246Closed |
$9.58K - $12.6K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.87KClosed |
$306K - $402K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.4KClosed |
$520K - $682K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-121KClosed |
$4.71M - $6.18M
|
0
$0
|