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
Feb 11, 2022 Q4 2021
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
26.7K
New
$848K - $1.6M
26.7K $407K
Feb 11, 2022 Q4 2021
Altai Capital Management, L.P.

Newport Beach, CA
BUY
 -
32K
New
$1.02M - $1.92M
32K $487K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-6
Closed
$190 - $360
0 $0
Feb 10, 2022 Q4 2021
Massachusetts Financial Services CO

Boston, MA
SELL
 -
-27.7K
Closed
$880K - $1.66M
0 $0
Feb 10, 2022 Q4 2021
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-5.4K
Closed
$171K - $324K
0 $0
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

SELL
 -
-33.3K
Closed
$1.06M - $2M
0 $0
Feb 10, 2022 Q4 2021
Westfield Capital Management CO LP

Boston, MA
SELL
 -
-211K
Closed
$6.68M - $12.6M
0 $0
Feb 09, 2022 Q4 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-8.39K
Closed
$266K - $504K
0 $0
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-5.5K
Closed
$174K - $330K
0 $0
Feb 08, 2022 Q4 2021
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-5.2K
Closed
$165K - $312K
0 $0
Feb 02, 2022 Q4 2021
Wesbanco Bank Inc

SELL
 -
-14K
Closed
$443K - $839K
0 $0
Feb 01, 2022 Q4 2021
Calamos Advisors LLC

SELL
 -
-21.9K
Closed
$696K - $1.32M
0 $0
Jan 31, 2022 Q4 2021
Xponance, Inc.

SELL
 -
-6.28K
Closed
$199K - $377K
0 $0
Jan 31, 2022 Q4 2021
Dupont Capital Management Corp

SELL
 -
-11.1K
Closed
$352K - $665K
0 $0
Jan 31, 2022 Q4 2021
Harvest Investment Services, LLC

SELL
 -
-4.98K
Closed
$158K - $299K
0 $0
Jan 31, 2022 Q4 2021
Ieq Capital, LLC

SELL
 -
-382K
Closed
$12.1M - $22.9M
0 $0
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-8.5K
Closed
$270K - $510K
0 $0
Jan 21, 2022 Q4 2021
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-40
Closed
$1.27K - $2.4K
0 $0
Jan 20, 2022 Q4 2021
Rosenberg Matthew Hamilton

SELL
 -
-217
- 40.41%
$6.89K - $13K
320 $4.87K
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-6.01K
Closed
$191K - $361K
0 $0
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-9
Closed
$286 - $540
0 $0
Jan 18, 2022 Q4 2021
Selective Wealth Management, Inc.

BUY
 -
600
New
$19K - $36K
600 $9.14K
Q3 2021
Mar 10, 2023 Q3 2021
Triasima Portfolio Management Inc.

SELL
 -
-23.8K
- 54.18%
$962K - $1.45M
20.1K $307K
Jan 12, 2022 Q3 2021
Iron Bridge Private Wealth, LLC

SELL
 -
-518
Closed
$20.9K - $31.4K
0 $0
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-110
Closed
$4.44K - $6.68K
0 $0
Nov 15, 2021 Q3 2021
Lakewood Capital Management, LP

New York, NY
SELL
 -
-78K
Closed
$3.15M - $4.73M
0 $0
Nov 15, 2021 Q3 2021
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-4.42K
Closed
$178K - $268K
0 $0
Nov 15, 2021 Q3 2021
Crawford Lake Capital Management, LLC

Lakewood, NJ
SELL
 -
-76.3K
Closed
$3.08M - $4.63M
0 $0
Nov 15, 2021 Q3 2021
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-7.11K
Closed
$287K - $432K
0 $0
Nov 15, 2021 Q3 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-727
Closed
$29.4K - $44.1K
0 $0
Nov 15, 2021 Q3 2021
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-13.8K
Closed
$556K - $835K
0 $0
Nov 15, 2021 Q3 2021
Contour Asset Management LLC

New York, NY
SELL
 -
-742K
Closed
$30M - $45.1M
0 $0
Nov 15, 2021 Q3 2021
Two Sigma Investments, LP

New York, NY
SELL
 PUT
-11.1K
- 44.4%
$448K - $674K
13.9K $212K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
119
New
$4.81K - $7.22K
119 $1.81K
Nov 12, 2021 Q3 2021
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-175
Closed
$7.07K - $10.6K
0 $0
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-7.69K
Closed
$310K - $467K
0 $0
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-20.8K
Closed
$839K - $1.26M
0 $0
Nov 12, 2021 Q3 2021
Credit Suisse Ag

Zurich, V8
SELL
 PUT
-14.8K
- 50.0%
$598K - $898K
14.8K $225K
Nov 09, 2021 Q3 2021
West Branch Capital LLC

SELL
 -
-1
Closed
$40.4 - $60.7
0 $0
Nov 08, 2021 Q3 2021
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-5.32K
Closed
$215K - $323K
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
395K
New
$16M - $24M
395K $6.02M
Nov 05, 2021 Q3 2021
Imc Chicago, LLC

BUY
 PUT
65.1K
New
$2.63M - $3.95M
65.1K $991K
Oct 29, 2021 Q3 2021
Banque Cantonale Vaudoise

BUY
 -
600
New
$24.2K - $36.4K
600 $9.14K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-15.7K
Closed
$633K - $951K
0 $0
Oct 26, 2021 Q3 2021
Emfo, LLC

SELL
 -
-1.5K
Closed
$60.6K - $91.1K
0 $0
Oct 26, 2021 Q3 2021
Full Sail Capital, LLC

Oklahoma City, OK
SELL
 -
-4K
Closed
$162K - $243K
0 $0
Oct 25, 2021 Q3 2021
Convergence Investment Partners, LLC

SELL
 -
-2.16K
Closed
$87.3K - $131K
0 $0
Oct 25, 2021 Q3 2021
Minot Wealth Management LLC

SELL
 -
-4.38K
Closed
$177K - $266K
0 $0
Oct 18, 2021 Q3 2021
First Bank & Trust

BUY
 -
20
New
$808 - $1.21K
20 $305

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