Latest Institutional Transactions on Upwork, Inc (UPWK)

UPWK Quotes by TradingView

This table provides information on the latest institutional transactions involving Upwork, Inc (UPWK) 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
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
620
New
$6.22K - $9.01K
620 $8.41K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
61
New
$612 - $886
61 $828
Apr 20, 2023 Q1 2023
Ami Asset Management Corp

BUY
 -
54.7K
+ 33.44%
$549K - $795K
218K $2.96M
Apr 17, 2023 Q1 2023
ETF Managers Group, LLC

Summit, NJ
BUY
 -
31.8K
New
$319K - $461K
31.8K $431K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
500
New
$5.02K - $7.27K
500 $6.79K
Q4 2022
Feb 17, 2023 Q4 2022
Compass Wealth Management LLC

Guilford, CT
BUY
 -
400
New
$3.96K - $6.01K
400 $5.43K
Feb 14, 2023 Q4 2022
Caas Capital Management LP

New York, NY
BUY
 -
41.7K
New
$413K - $627K
41.7K $566K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
425K
New
$4.21M - $6.38M
425K $5.77M
Feb 14, 2023 Q4 2022
Delphia (Usa) Inc.

Toronto, A6
BUY
 -
11.5K
New
$114K - $173K
11.5K $156K
Feb 14, 2023 Q4 2022
Keywise Capital Management (Hk) LTD

Hong Kong, K3
BUY
 -
17.1K
New
$169K - $257K
17.1K $232K
Feb 14, 2023 Q4 2022
Durable Capital Partners LP

Bethesda, MD
SELL
 -
-778K
- 79.83%
$7.71M - $11.7M
197K $2.67M
Feb 14, 2023 Q4 2022
Aristides Capital LLC

Ottawa Hills, OH
BUY
 -
20.4K
New
$202K - $306K
20.4K $277K
Feb 14, 2023 Q4 2022
D. E. Shaw & Co., Inc.

New York, NY
BUY
 PUT
107K
New
$1.06M - $1.6M
107K $1.45M
Feb 13, 2023 Q4 2022
Candriam S.C.A.

BUY
 -
324K
+ 60.75%
$3.21M - $4.87M
858K $11.6M
Feb 09, 2023 Q4 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-10
- 11.63%
$99.1 - $150
76 $1.03K
Feb 08, 2023 Q4 2022
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-30.4K
- 12.14%
$302K - $457K
220K $2.99M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
426
New
$4.22K - $6.4K
426 $5.78K
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
100
New
$991 - $1.5K
100 $1.36K
Q3 2022
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-50
- 17.61%
$679 - $1.22K
234 $3.18K
Nov 14, 2022 Q3 2022
Alpha Square Group S, LLC

New York, NY
BUY
 -
40K
+ 18.6%
$543K - $978K
255K $3.46M
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
74.6K
New
$1.01M - $1.82M
74.6K $1.01M
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
375K
New
$5.09M - $9.18M
375K $5.09M
Nov 14, 2022 Q3 2022
Chimera Capital Management LLC

New York, NY
BUY
 -
29.8K
New
$404K - $728K
29.8K $404K
Nov 14, 2022 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
18.5K
New
$251K - $452K
18.5K $251K
Nov 14, 2022 Q3 2022
Parkwood LLC

Cleveland, OH
BUY
 -
28K
New
$380K - $684K
28K $380K
Nov 14, 2022 Q3 2022
Jackson Square Partners, LLC

San Francisco, CA
SELL
 -
-435K
- 5.79%
$5.9M - $10.6M
7.08M $96.1M
Nov 14, 2022 Q3 2022
Rbf Capital, LLC

San Francisco, CA
BUY
 -
11.9K
New
$161K - $290K
11.9K $161K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
50
+ 0.09%
$679 - $1.22K
53.1K $720K
Nov 14, 2022 Q3 2022
Dld Asset Management, LP

New York, NY
SELL
 -
-26.7K
- 58.6%
$363K - $653K
18.9K $256K
Nov 14, 2022 Q3 2022
J. Goldman & CO LP

New York, NY
BUY
 CALL
9K
New
$122K - $220K
9K $122K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-30
- 0.02%
$407 - $734
149K $2.03M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
1.92K
+ 8.87%
$26.1K - $46.9K
23.6K $320K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
12
New
$163 - $293
12 $163
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
22
New
$299 - $538
22 $299
Nov 07, 2022 Q3 2022
Td Asset Management Inc

SELL
 -
-18.7K
- 25.19%
$253K - $456K
55.4K $752K
Nov 03, 2022 Q3 2022
Kornitzer Capital Management Inc

SELL
 -
-211K
- 22.0%
$2.87M - $5.16M
749K $10.2M
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
100
New
$1.36K - $2.45K
100 $1.36K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.06K
New
$14.3K - $25.8K
1.06K $14.3K
Q2 2022
Nov 13, 2023 Q2 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-75
Closed
$1.18K - $1.86K
0 $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-104
- 3.69%
$1.63K - $2.57K
2.71K $36.8K
Aug 15, 2022 Q2 2022
Cooper Creek Partners Management LLC

New York, NY
SELL
 -
-196K
Closed
$3.08M - $4.86M
0 $0
Aug 15, 2022 Q2 2022
Ardmore Road Asset Management LP

New York, NY
BUY
 -
100K
New
$1.57M - $2.48M
100K $1.36M
Aug 15, 2022 Q2 2022
Mudita Advisors LLP

London, X0
BUY
 -
61.2K
+ 82.15%
$960K - $1.51M
136K $1.84M
Aug 15, 2022 Q2 2022
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
84.8K
+ 39.39%
$1.33M - $2.1M
300K $4.07M
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-47
Closed
$737 - $1.16K
0 $0
Aug 15, 2022 Q2 2022
Xn LP

New York, NY
BUY
 -
286K
+ 31.92%
$4.49M - $7.08M
1.18M $16.1M
Aug 15, 2022 Q2 2022
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
24.9K
New
$390K - $616K
24.9K $338K
Aug 12, 2022 Q2 2022
Dld Asset Management, LP

New York, NY
BUY
 PUT
50K
New
$784K - $1.24M
50K $679K
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
16.9K
+ 72.07%
$265K - $418K
40.3K $547K

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