A detailed history of Mml Investors Services, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Mml Investors Services, LLC holds 40,779 shares of UPST stock, worth $1.63 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,779
Previous 35,022 16.44%
Holding current value
$1.63 Million
Previous $942,000 2.12%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$21.64 - $28.59 $124,581 - $164,592
5,757 Added 16.44%
40,779 $962,000
Q1 2024

May 14, 2024

SELL
$23.25 - $38.8 $6,347 - $10,592
-273 Reduced 0.77%
35,022 $942,000
Q4 2023

Feb 14, 2024

BUY
$20.87 - $47.31 $48,147 - $109,144
2,307 Added 6.99%
35,295 $1.44 Million
Q3 2023

Nov 14, 2023

BUY
$26.55 - $72.09 $62,843 - $170,637
2,367 Added 7.73%
32,988 $941,000
Q2 2023

Aug 14, 2023

BUY
$12.1 - $37.7 $70,119 - $218,471
5,795 Added 23.34%
30,621 $1.1 Million
Q1 2023

May 12, 2023

BUY
$12.89 - $23.85 $89,533 - $165,662
6,946 Added 38.85%
24,826 $394,000
Q4 2022

Feb 13, 2023

SELL
$12.25 - $24.9 $59,314 - $120,565
-4,842 Reduced 21.31%
17,880 $236,000
Q3 2022

Nov 14, 2022

BUY
$20.79 - $36.28 $170,436 - $297,423
8,198 Added 56.44%
22,722 $472,000
Q2 2022

Aug 12, 2022

BUY
$28.0 - $113.85 $137,956 - $560,938
4,927 Added 51.34%
14,524 $459,000
Q1 2022

May 13, 2022

BUY
$89.34 - $157.99 $617,071 - $1.09 Million
6,907 Added 256.77%
9,597 $1.05 Million
Q4 2021

Feb 14, 2022

BUY
$131.5 - $390.0 $182,390 - $540,930
1,387 Added 106.45%
2,690 $407,000
Q3 2021

Nov 15, 2021

BUY
$113.09 - $336.34 $147,356 - $438,251
1,303 New
1,303 $412,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $3.25B
  • 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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