Latest Institutional Purchases of Upland Software, Inc. (UPLD)

UPLD Quotes by TradingView

This list provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 28, 2024 Q3 2024
Rice Hall James & Associates, LLC

BUY
 -
316K
+ 115.38%
$597K - $840K
589K $1.38M
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
145
New
$274 - $386
145 $341
Oct 08, 2024 Q3 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
100
+ 200.0%
$189 - $266
150 $353
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 14, 2024 Q2 2024
Castle Knight Management LP

New York, NY
BUY
 -
759K
+ 134.22%
$1.53M - $2.55M
1.33M $3.11M
Aug 09, 2024 Q2 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
186K
+ 180.58%
$375K - $624K
288K $678K
Aug 13, 2024 Q2 2024
Heron Bay Capital Management

BUY
 -
74.1K
New
$150K - $249K
74.1K $174K
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
52.8K
+ 4.36%
$107K - $177K
1.26M $2.97M
Aug 14, 2024 Q2 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
19.5K
+ 1.48%
$39.3K - $65.4K
1.33M $3.13M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
19.4K
New
$39.1K - $65K
19.4K $45.5K
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
13.5K
New
$27.3K - $45.4K
13.5K $31.7K
Aug 14, 2024 Q2 2024
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
12.9K
+ 74.59%
$26.1K - $43.3K
30.2K $70.9K
Aug 14, 2024 Q2 2024
Bridgeway Capital Management, LLC

Houston, TX
BUY
 -
10.6K
+ 6.89%
$21.4K - $35.6K
164K $386K
Jul 18, 2024 Q2 2024
Assenagon Asset Management S.A.

BUY
 -
6.02K
+ 4.17%
$12.2K - $20.2K
150K $353K
Aug 14, 2024 Q2 2024
State Street Corp

Boston, MA
BUY
 -
3.8K
+ 3.87%
$7.68K - $12.8K
102K $240K
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.93K
New
$5.93K - $9.86K
2.93K $6.89K
Aug 07, 2024 Q2 2024
American Century Companies Inc

Kansas City, MO
BUY
 -
1.29K
+ 5.28%
$2.6K - $4.32K
25.6K $60.2K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1K
+ 8.6%
$2.02K - $3.36K
12.6K $29.7K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1K
New
$2.02K - $3.36K
1K $2.35K
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
676
+ 2.88%
$1.37K - $2.27K
24.1K $56.7K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
211
+ 541.03%
$426 - $709
250 $588
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
14
New
$28.3 - $47
14 $32.9
Q1 2024
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
136K
+ 110.91%
$322K - $667K
259K $609K
May 13, 2024 Q1 2024
Bank Of Montreal

Toronto, A6
BUY
 -
41K
New
$96.8K - $200K
41K $96.4K
May 15, 2024 Q1 2024
Rbf Capital, LLC

San Francisco, CA
BUY
 -
30K
+ 6.13%
$70.8K - $147K
519K $1.22M
May 01, 2024 Q1 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
11.9K
New
$28.2K - $58.4K
11.9K $28.1K
May 15, 2024 Q1 2024
Point72 Asia (Singapore) Pte. Ltd.

Singapore, U0
BUY
 -
11.9K
+ 922.65%
$28K - $58K
13.1K $30.9K
May 08, 2024 Q1 2024
State Board Of Administration Of Florida Retirement System

BUY
 -
11K
New
$25.9K - $53.7K
11K $25.8K
May 15, 2024 Q1 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 -
10K
New
$23.7K - $49K
10K $23.6K
May 15, 2024 Q1 2024
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 -
9.41K
+ 38.17%
$22.2K - $46K
34.1K $80K
May 10, 2024 Q1 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
3
+ 1.36%
$7.08 - $14.7
223 $524
Q4 2023
Feb 09, 2024 Q4 2023
Verdad Advisers, LP

Boston, MA
BUY
 -
79.6K
New
$264K - $396K
79.6K $187K
Oct 21, 2024 Q4 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
53.4K
+ 494.44%
$177K - $266K
64.2K $151K
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
51.2K
New
$170K - $255K
51.2K $120K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
50.5K
New
$168K - $251K
50.5K $119K
Feb 14, 2024 Q4 2023
683 Capital Management, LLC

New York, NY
BUY
 -
48.9K
New
$162K - $244K
48.9K $115K
Feb 14, 2024 Q4 2023
Marshall Wace, LLP

London, X0
BUY
 -
44.1K
New
$147K - $220K
44.1K $104K
Feb 06, 2024 Q4 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
22.8K
New
$75.6K - $113K
22.8K $53.5K
Feb 14, 2024 Q4 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
14.1K
New
$46.8K - $70.2K
14.1K $33.1K
Feb 13, 2024 Q4 2023
Y Intercept (Hong Kong) LTD

BUY
 -
13.4K
New
$44.6K - $66.9K
13.4K $31.5K
Feb 12, 2024 Q4 2023
Pingora Partners LLC

Wilson, WY
BUY
 -
11.8K
New
$39.2K - $58.8K
11.8K $27.7K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 PUT
900
+ 180.0%
$2.99K - $4.48K
1.4K $3.29K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
99
New
$329 - $493
99 $233
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
44
+ 12.72%
$146 - $219
390 $917
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
20
New
$66.4 - $99.6
20 $47
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
17
New
$56.4 - $84.7
17 $40
Q3 2023
Nov 13, 2023 Q3 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
43.5K
+ 3.38%
$109K - $201K
1.33M $3.13M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
23.4K
New
$58.4K - $108K
23.4K $54.9K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
750
New
$1.88K - $3.47K
750 $1.76K

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