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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
167K+ 196.68% |
$1.99M - $2.61M
|
251K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
409K+ 35.74% |
$4.89M - $6.4M
|
1.55M
$23.6M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.19K- 3.21% |
$50.1K - $65.6K
|
126K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-530- 0.85% |
$6.34K - $8.3K
|
61.7K
$939K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.5K+ 35.94% |
$77.7K - $102K
|
24.6K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
$128K - $168K
|
10.7K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5KNew |
$461K - $603K
|
38.5K
$587K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-363K- 38.05% |
$4.34M - $5.68M
|
590K
$8.99M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 9.09% |
$12 - $15.7
|
10
$152
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
258KNew |
$3.09M - $4.04M
|
258K
$3.93M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.49KNew |
$113K - $149K
|
9.49K
$144K
|
|
|
May 09, 2024
Q1 2024
|
Atomvest LTD
Hong Kong, K3 |
SELL
|
- |
-1.2M- 39.63% |
$14.4M - $18.8M
|
1.83M
$27.9M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-5.25K- 13.85% |
$62.7K - $82.1K
|
32.6K
$497K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
110KNew |
$1.31M - $1.72M
|
110K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 21.07% |
$348K - $455K
|
109K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-76.8K- 34.93% |
$919K - $1.2M
|
143K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.96K- 10.36% |
$71.2K - $93.3K
|
51.5K
$785K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$148K - $194K
|
12.4K
$189K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
360New |
$4.31K - $5.64K
|
360
$5.48K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25New |
$299 - $392
|
25
$381
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.37K+ 20.82% |
$52.3K - $68.4K
|
25.4K
$386K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
88.3KNew |
$1.06M - $1.38M
|
88.3K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 80.0% |
$4.78K - $6.26K
|
100
$1.52K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.35K+ 581.6% |
$40.1K - $52.5K
|
3.93K
$59.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.64K- 10.04% |
$19.6K - $25.7K
|
14.7K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
11.5KNew |
$138K - $180K
|
11.5K
$175K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.9K+ 16.76% |
$70.6K - $92.4K
|
41.1K
$626K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-11K- 2.46% |
$109K - $170K
|
435K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
35KNew |
$349K - $542K
|
35K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 5.29% |
$6.5K - $10.1K
|
13K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
200KNew |
$2M - $3.1M
|
200K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-4.14K- 24.98% |
$41.3K - $64.1K
|
12.4K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.35K- 3.08% |
$43.4K - $67.4K
|
137K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13.7KNew |
$137K - $213K
|
13.7K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3KNew |
$293K - $455K
|
29.3K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9KNew |
$178K - $277K
|
17.9K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
First Sabrepoint Capital Management LP
Dallas, TX |
SELL
|
- |
-100K- 11.76% |
$998K - $1.55M
|
750K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$255K - $396K
|
25.6K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
74.2KNew |
$741K - $1.15M
|
74.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24.8K+ 73.51% |
$247K - $384K
|
58.5K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$898K - $1.39M
|
90K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
10.6KNew |
$106K - $165K
|
10.6K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.38K- 9.69% |
$13.8K - $21.4K
|
12.9K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
16.9KNew |
$169K - $262K
|
16.9K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
10.9KNew |
$108K - $168K
|
10.9K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
30.3K+ 96.4% |
$302K - $469K
|
61.7K
$940K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150New |
$1.5K - $2.32K
|
150
$2.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
400New |
$3.99K - $6.2K
|
400
$6.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56KNew |
$15.6K - $24.2K
|
1.56K
$23.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
158New |
$1.58K - $2.45K
|
158
$2.41K
|
|