Latest Institutional Purchases of Upwork, Inc (UPWK)

UPWK Quotes by TradingView

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 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
620
New
$6.22K - $9.01K
620 $10.2K
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
543
+ 8.67%
$5.45K - $7.89K
6.81K $112K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
179
+ 45.66%
$1.8K - $2.6K
571 $9.41K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
61
New
$612 - $886
61 $1.01K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
30
New
$301 - $436
30 $494
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
20
New
$201 - $291
20 $330
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
425K
New
$4.21M - $6.38M
425K $7M
Feb 13, 2023 Q4 2022
Candriam S.C.A.

BUY
 -
324K
+ 60.75%
$3.21M - $4.87M
858K $14.1M
Feb 14, 2023 Q4 2022
D. E. Shaw & Co., Inc.

New York, NY
BUY
 PUT
107K
New
$1.06M - $1.6M
107K $1.76M
Feb 14, 2023 Q4 2022
Caas Capital Management LP

New York, NY
BUY
 -
41.7K
New
$413K - $627K
41.7K $687K
Feb 14, 2023 Q4 2022
Keywise Capital Management (Hk) LTD

Hong Kong, K3
BUY
 -
17.1K
New
$169K - $257K
17.1K $282K
Feb 14, 2023 Q4 2022
Delphia (Usa) Inc.

Toronto, A6
BUY
 -
11.5K
New
$114K - $173K
11.5K $190K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
426
New
$4.22K - $6.4K
426 $7.02K
Feb 17, 2023 Q4 2022
Compass Wealth Management LLC

Guilford, CT
BUY
 -
400
New
$3.96K - $6.01K
400 $6.59K
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
100
New
$991 - $1.5K
100 $1.65K
Q3 2022
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
74.6K
New
$1.01M - $1.82M
74.6K $1.23M
Nov 14, 2022 Q3 2022
Alpha Square Group S, LLC

New York, NY
BUY
 -
40K
+ 18.6%
$543K - $978K
255K $4.2M
Nov 14, 2022 Q3 2022
Chimera Capital Management LLC

New York, NY
BUY
 -
29.8K
New
$404K - $728K
29.8K $491K
Nov 14, 2022 Q3 2022
Parkwood LLC

Cleveland, OH
BUY
 -
28K
New
$380K - $684K
28K $461K
Nov 14, 2022 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
18.5K
New
$251K - $452K
18.5K $305K
Nov 14, 2022 Q3 2022
Rbf Capital, LLC

San Francisco, CA
BUY
 -
11.9K
New
$161K - $290K
11.9K $196K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.06K
New
$14.3K - $25.8K
1.06K $17.4K
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
100
New
$1.36K - $2.45K
100 $1.65K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
50
+ 0.09%
$679 - $1.22K
53.1K $875K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
22
New
$299 - $538
22 $363
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
12
New
$163 - $293
12 $198
Q2 2022
Aug 15, 2022 Q2 2022
Xn LP

New York, NY
BUY
 -
286K
+ 31.92%
$4.49M - $7.08M
1.18M $19.5M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 PUT
103K
New
$1.62M - $2.55M
103K $1.7M
Aug 15, 2022 Q2 2022
Ardmore Road Asset Management LP

New York, NY
BUY
 -
100K
New
$1.57M - $2.48M
100K $1.65M
Aug 15, 2022 Q2 2022
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
84.8K
+ 39.39%
$1.33M - $2.1M
300K $4.95M
Aug 15, 2022 Q2 2022
Mudita Advisors LLP

London, X0
BUY
 -
61.2K
+ 82.15%
$960K - $1.51M
136K $2.24M
Aug 12, 2022 Q2 2022
Dld Asset Management, LP

New York, NY
BUY
 PUT
50K
New
$784K - $1.24M
50K $824K
Aug 15, 2022 Q2 2022
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
24.9K
New
$390K - $616K
24.9K $410K
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
16.9K
+ 72.07%
$265K - $418K
40.3K $664K
Aug 05, 2022 Q2 2022
Waypoint Wealth Partners Inc.

BUY
 -
14.5K
New
$227K - $358K
14.5K $239K
Jul 12, 2022 Q2 2022
Fny Investment Advisers, LLC

BUY
 -
1.32K
New
$20.7K - $32.6K
1.32K $21.7K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
803
+ 154.42%
$12.6K - $19.9K
1.32K $21.8K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
565
New
$8.86K - $14K
565 $9.31K
Aug 03, 2022 Q2 2022
Van Eck Associates Corp

BUY
 -
544
+ 9.97%
$8.53K - $13.5K
6K $98.9K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
300
New
$4.7K - $7.43K
300 $4.94K
Jul 12, 2022 Q2 2022
Optimum Investment Advisors

BUY
 -
255
New
$4K - $6.31K
255 $4.2K
Q1 2022
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 CALL
30K
New
$540K - $1.01M
30K $494K
Aug 06, 2024 Q1 2022
Hantz Financial Services, Inc.

BUY
 -
200
New
$3.6K - $6.75K
200 $3.3K
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
75
New
$1.35K - $2.53K
75 $1.24K
Q4 2021
Feb 11, 2022 Q4 2021
Altai Capital Management, L.P.

Newport Beach, CA
BUY
 -
32K
New
$1.02M - $1.92M
32K $527K
Feb 11, 2022 Q4 2021
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
26.7K
New
$848K - $1.6M
26.7K $441K
Jan 18, 2022 Q4 2021
Selective Wealth Management, Inc.

BUY
 -
600
New
$19K - $36K
600 $9.89K
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
35
New
$1.11K - $2.1K
35 $577
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
395K
New
$16M - $24M
395K $6.51M

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