Latest Institutional Purchases of Upwork, Inc (UPWK)
This list provides information on the latest institutional transactions involving Upwork, Inc (UPWK) 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
54.7K+ 33.44% |
$549K - $795K
|
218K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
37K+ 2.5% |
$371K - $537K
|
1.51M
$23.7M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
31.8KNew |
$319K - $461K
|
31.8K
$497K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 186.52% |
$224K - $324K
|
34.3K
$536K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
20.8KNew |
$209K - $303K
|
20.8K
$326K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.02K+ 37.22% |
$50.4K - $72.9K
|
18.5K
$289K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$20.1K - $29.1K
|
2K
$31.3K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.77K+ 7.29% |
$17.7K - $25.7K
|
26K
$406K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
620New |
$6.22K - $9.01K
|
620
$9.7K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
543+ 8.67% |
$5.45K - $7.89K
|
6.81K
$106K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$5.02K - $7.27K
|
500
$7.82K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$2.01K - $2.91K
|
200
$3.13K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
179+ 45.66% |
$1.8K - $2.6K
|
571
$8.93K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
61New |
$612 - $886
|
61
$954
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$301 - $436
|
30
$469
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$201 - $291
|
20
$313
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
425KNew |
$4.21M - $6.38M
|
425K
$6.65M
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
324K+ 60.75% |
$3.21M - $4.87M
|
858K
$13.4M
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
107KNew |
$1.06M - $1.6M
|
107K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
50K+ 100.0% |
$496K - $751K
|
100K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
41.7KNew |
$413K - $627K
|
41.7K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20.4KNew |
$202K - $306K
|
20.4K
$319K
|
|
Feb 14, 2023
Q4 2022
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
17.1KNew |
$169K - $257K
|
17.1K
$267K
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11.5KNew |
$114K - $173K
|
11.5K
$180K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
426New |
$4.22K - $6.4K
|
426
$6.66K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
400New |
$3.96K - $6.01K
|
400
$6.26K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
275New |
$2.73K - $4.13K
|
275
$4.3K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$991 - $1.5K
|
100
$1.56K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
375KNew |
$5.09M - $9.18M
|
375K
$5.87M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
74.6KNew |
$1.01M - $1.82M
|
74.6K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
40K+ 18.6% |
$543K - $978K
|
255K
$3.99M
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
29.8KNew |
$404K - $728K
|
29.8K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
28KNew |
$380K - $684K
|
28K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
18.5KNew |
$251K - $452K
|
18.5K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$161K - $290K
|
11.9K
$186K
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
9KNew |
$122K - $220K
|
9K
$141K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 8.87% |
$26.1K - $46.9K
|
23.6K
$369K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.06KNew |
$14.3K - $25.8K
|
1.06K
$16.5K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.36K - $2.45K
|
100
$1.56K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
50+ 0.09% |
$679 - $1.22K
|
53.1K
$830K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$299 - $538
|
22
$344
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$163 - $293
|
12
$188
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Xn LP
New York, NY |
BUY
|
- |
286K+ 31.92% |
$4.49M - $7.08M
|
1.18M
$18.5M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
103KNew |
$1.62M - $2.55M
|
103K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$1.57M - $2.48M
|
100K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
84.8K+ 39.39% |
$1.33M - $2.1M
|
300K
$4.7M
|
|
Aug 15, 2022
Q2 2022
|
Mudita Advisors LLP
London, X0 |
BUY
|
- |
61.2K+ 82.15% |
$960K - $1.51M
|
136K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$784K - $1.24M
|
50K
$782K
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24.9KNew |
$390K - $616K
|
24.9K
$389K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.9K+ 72.07% |
$265K - $418K
|
40.3K
$630K
|