Lpl Financial LLC Upstart Holdings, Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 60,395 shares of UPST stock, worth $4.47 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

60,395

Previous 64,553 6.44%

Holding current value

$4.47 Million

Previous $1.52 Million 58.74%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$22.9 - $44.11 $95,218 - $183,409	-4,158 Reduced 6.44%	60,395 $2.42 Million
Q2 2024 Aug 07, 2024	SELL	$21.64 - $28.59 $9,889 - $13,065	-457 Reduced 0.7%	64,553 $1.52 Million
Q1 2024 May 10, 2024	BUY	$23.25 - $38.8 $146,940 - $245,215	6,320 Added 10.77%	65,010 $1.75 Million
Q4 2023 Feb 14, 2024	BUY	$20.87 - $47.31 $53,051 - $120,262	2,542 Added 4.53%	58,690 $2.4 Million
Q3 2023 Nov 13, 2023	BUY	$26.55 - $72.09 $137,847 - $374,291	5,192 Added 10.19%	56,148 $1.6 Million
Q2 2023 Jul 31, 2023	BUY	$12.1 - $37.7 $15,100 - $47,049	1,248 Added 2.51%	50,956 $1.82 Million
Q1 2023 May 10, 2023	SELL	$12.89 - $23.85 $46,442 - $85,931	-3,603 Reduced 6.76%	49,708 $789,000
Q4 2022 Feb 07, 2023	SELL	$12.25 - $24.9 $192,717 - $391,726	-15,732 Reduced 22.79%	53,311 $704,000
Q3 2022 Nov 14, 2022	SELL	$20.79 - $36.28 $509,209 - $888,606	-24,493 Reduced 26.19%	69,043 $1.44 Million
Q2 2022 Aug 12, 2022	SELL	$28.0 - $113.85 $221,032 - $898,731	-7,894 Reduced 7.78%	93,536 $2.96 Million
Q1 2022 May 16, 2022	BUY	$89.34 - $157.99 $4.3 Million - $7.61 Million	48,148 Added 90.36%	101,430 $11.1 Million
Q4 2021 Feb 14, 2022	BUY	$131.5 - $390.0 $2.03 Million - $6.01 Million	15,417 Added 40.72%	53,282 $8.06 Million
Q3 2021 Nov 15, 2021	BUY	$113.09 - $336.34 $2.6 Million - $7.74 Million	23,015 Added 154.98%	37,865 $12 Million
Q2 2021 Aug 13, 2021	BUY	$84.05 - $170.0 $929,929 - $1.88 Million	11,064 Added 292.23%	14,850 $1.86 Million
Q1 2021 May 14, 2021	BUY	$43.99 - $164.87 $166,546 - $624,197	3,786 New	3,786 $488,000

Others Institutions Holding UPST

# of Institutions

420

Shares Held

49.9M

Call Options Held

10.6M

Put Options Held

11.7M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
Description
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.

More about UPST

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Lpl Financial LLC Upstart Holdings, Inc. Transaction History