Raymond James Financial Services Advisors, Inc. Upstart Holdings, Inc. Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 86,359 shares of UPST stock, worth $6.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

86,359

Previous 95,717 9.78%

Holding current value

$6.4 Million

Previous $2.26 Million 53.08%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$22.9 - $44.11 $214,298 - $412,781	-9,358 Reduced 9.78%	86,359 $3.46 Million
Q2 2024 Jul 19, 2024	BUY	$21.64 - $28.59 $538,165 - $711,004	24,869 Added 35.1%	95,717 $2.26 Million
Q1 2024 Apr 22, 2024	SELL	$23.25 - $38.8 $377,394 - $629,801	-16,232 Reduced 18.64%	70,848 $1.91 Million
Q4 2023 Jan 16, 2024	BUY	$20.87 - $47.31 $149,116 - $338,029	7,145 Added 8.94%	87,080 $3.56 Million
Q3 2023 Oct 24, 2023	BUY	$26.55 - $72.09 $815,297 - $2.21 Million	30,708 Added 62.38%	79,935 $2.28 Million
Q2 2023 Jul 25, 2023	BUY	$12.1 - $37.7 $141,727 - $441,580	11,713 Added 31.22%	49,227 $1.76 Million
Q1 2023 Apr 14, 2023	BUY	$12.89 - $23.85 $119,387 - $220,898	9,262 Added 32.78%	37,514 $596,000
Q4 2022 Feb 08, 2023	SELL	$12.25 - $24.9 $109,674 - $222,929	-8,953 Reduced 24.06%	28,252 $373,000
Q3 2022 Oct 25, 2022	BUY	$20.79 - $36.28 $129,209 - $225,480	6,215 Added 20.05%	37,205 $773,000
Q2 2022 Aug 12, 2022	BUY	$28.0 - $113.85 $308,196 - $1.25 Million	11,007 Added 55.08%	30,990 $980,000
Q1 2022 May 11, 2022	BUY	$89.34 - $157.99 $714,988 - $1.26 Million	8,003 Added 66.8%	19,983 $2.18 Million
Q4 2021 Feb 08, 2022	BUY	$131.5 - $390.0 $144,124 - $427,440	1,096 Added 10.07%	11,980 $1.81 Million
Q3 2021 Nov 02, 2021	BUY	$113.09 - $336.34 $782,922 - $2.33 Million	6,923 Added 174.78%	10,884 $3.44 Million
Q2 2021 Aug 11, 2021	BUY	$84.05 - $170.0 $332,922 - $673,370	3,961 New	3,961 $495,000

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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Raymond James Financial Services Advisors, Inc. Upstart Holdings, Inc. Transaction History