Latest Institutional Purchases of Upland Software, Inc. (UPLD)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$47.9K - $111K
|
12K
$22K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6KNew |
$42.2K - $97.8K
|
10.6K
$19.4K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.02K+ 49.65% |
$24K - $55.6K
|
18.1K
$33.2K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5K+ 110.55% |
$20K - $46.3K
|
9.52K
$17.4K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.71KNew |
$6.83K - $15.8K
|
1.71K
$3.13K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
324New |
$1.29K - $3K
|
324
$593
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
284+ 2.03% |
$1.13K - $2.63K
|
14.3K
$26.1K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
137New |
$547 - $1.27K
|
137
$251
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
135New |
$539 - $1.25K
|
135
$247
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
CALL |
100New |
$399 - $925
|
100
$183
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
84+ 50.6% |
$335 - $777
|
250
$458
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
59+ 163.89% |
$235 - $546
|
95
$174
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
279K+ 29.93% |
$1.77M - $2.43M
|
1.21M
$2.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
BUY
|
- |
230KNew |
$1.46M - $2.01M
|
230K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
178KNew |
$1.13M - $1.55M
|
178K
$325K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
97.7K+ 136.35% |
$620K - $852K
|
169K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
85KNew |
$539K - $741K
|
85K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
66.8K+ 186.85% |
$424K - $583K
|
103K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.2KNew |
$324K - $446K
|
51.2K
$93.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
50KNew |
$317K - $436K
|
50K
$91.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
31.2KNew |
$198K - $272K
|
31.2K
$57.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
29.1KNew |
$184K - $254K
|
29.1K
$53.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
23.4KNew |
$148K - $204K
|
23.4K
$42.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$95.4K - $131K
|
15K
$27.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4KNew |
$65.8K - $90.5K
|
10.4K
$19K
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
5.13KNew |
$32.5K - $44.8K
|
5.13K
$9.39K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.63K+ 12.7% |
$23K - $31.6K
|
32.2K
$58.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.4K+ 10.53% |
$21.6K - $29.6K
|
35.7K
$65.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
1.31K+ 0.73% |
$8.33K - $11.5K
|
181K
$331K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
447New |
$2.83K - $3.9K
|
447
$818
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$2.54K - $3.49K
|
400
$732
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
209+ 360.34% |
$1.33K - $1.82K
|
267
$489
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41New |
$260 - $358
|
41
$75
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
20.4KNew |
$166K - $311K
|
20.4K
$37.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
12.9KNew |
$104K - $196K
|
12.9K
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11KNew |
$89.2K - $167K
|
11K
$20.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.91K+ 99.39% |
$39.9K - $74.8K
|
9.85K
$18K
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.1K+ 3.25% |
$17.1K - $32K
|
66.8K
$122K
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.77KNew |
$14.4K - $26.9K
|
1.77K
$3.24K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.3K+ 76.72% |
$10.5K - $19.7K
|
2.98K
$5.46K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
276New |
$2.24K - $4.2K
|
276
$505
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
265New |
$2.15K - $4.04K
|
265
$485
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
95New |
$771 - $1.45K
|
95
$174
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
92New |
$747 - $1.4K
|
92
$168
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
75.4KNew |
$952K - $1.35M
|
75.4K
$138K
|
|
|
Aug 15, 2022
Q2 2022
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
72.2K+ 20.84% |
$911K - $1.29M
|
419K
$766K
|
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
37.1KNew |
$468K - $663K
|
37.1K
$67.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.9K+ 53.12% |
$427K - $606K
|
97.6K
$179K
|
|
|
Jul 15, 2022
Q2 2022
|
Scout Investments, Inc.
|
BUY
|
- |
9.74K+ 2.82% |
$123K - $174K
|
355K
$649K
|
|