Latest Institutional Transactions on Upwork, Inc (UPWK)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-679Closed |
$10.6K - $16.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-100- 50.0% |
$1.57K - $2.48K
|
100
$1.65K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-2Closed |
$31.4 - $49.5
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
803+ 154.42% |
$12.6K - $19.9K
|
1.32K
$21.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-19- 44.19% |
$298 - $470
|
24
$396
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-429Closed |
$6.73K - $10.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
255New |
$4K - $6.31K
|
255
$4.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.32KNew |
$20.7K - $32.6K
|
1.32K
$21.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-26.5KClosed |
$416K - $656K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
200New |
$3.6K - $6.75K
|
200
$3.3K
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-12.8KClosed |
$230K - $431K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
SELL
|
- |
-90Closed |
$1.62K - $3.04K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$90 - $169
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9.95KClosed |
$179K - $336K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-199KClosed |
$3.59M - $6.73M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-1.1MClosed |
$19.8M - $37.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-62.8KClosed |
$1.13M - $2.12M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.82KClosed |
$123K - $230K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-418KClosed |
$7.52M - $14.1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-15KClosed |
$270K - $506K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-7.11KClosed |
$128K - $240K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.4KClosed |
$133K - $250K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6Closed |
$108 - $203
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-440KClosed |
$7.92M - $14.9M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-200K- 92.61% |
$3.6M - $6.75M
|
16K
$263K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
CALL |
30KNew |
$540K - $1.01M
|
30K
$494K
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-377KClosed |
$6.78M - $12.7M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-336KClosed |
$6.04M - $11.3M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
$270 - $506
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-16.2KClosed |
$292K - $548K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-8.19KClosed |
$147K - $277K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-253K- 99.81% |
$4.56M - $8.55M
|
485
$7.99K
|
|
|
May 10, 2022
Q1 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-40.8KClosed |
$734K - $1.38M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-80KClosed |
$1.44M - $2.7M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
SELL
|
- |
-10.1K- 2.82% |
$182K - $341K
|
348K
$5.73M
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-528K- 66.16% |
$9.5M - $17.8M
|
270K
$4.45M
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-74Closed |
$1.33K - $2.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-319KClosed |
$5.75M - $10.8M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78Closed |
$1.4K - $2.63K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
75New |
$1.35K - $2.53K
|
75
$1.24K
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-7.85KClosed |
$141K - $265K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.4KClosed |
$115K - $216K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-7KClosed |
$126K - $236K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.95KClosed |
$125K - $235K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-200Closed |
$3.6K - $6.75K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-21KClosed |
$378K - $709K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35New |
$1.11K - $2.1K
|
35
$577
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-25Closed |
$793 - $1.5K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.91KClosed |
$156K - $294K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Parametrica Management LTD
|
SELL
|
- |
-6.42KClosed |
$204K - $385K
|
0
$0
|
|