Latest Institutional Transactions on Upstart Holdings, Inc. (UPST)
This table provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.89K- 16.75% |
$158K - $304K
|
34.2K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-494- 75.65% |
$11.3K - $21.8K
|
159
$8.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$893 - $1.72K
|
39
$2.03K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-80- 0.54% |
$1.83K - $3.53K
|
14.7K
$764K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 43.48% |
$1.15K - $2.21K
|
65
$3.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-623- 5.64% |
$14.3K - $27.5K
|
10.4K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.7K+ 92.35% |
$635K - $1.22M
|
57.8K
$3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
835+ 10.19% |
$19.1K - $36.8K
|
9.03K
$469K
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
13.7K+ 217.46% |
$314K - $604K
|
20K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8K- 23.51% |
$183K - $353K
|
26K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.05% |
$481 - $926
|
710
$36.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-110K- 86.57% |
$2.51M - $4.83M
|
17K
$884K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.33KNew |
$122K - $235K
|
5.33K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13New |
$298 - $573
|
13
$676
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.7KNew |
$474K - $913K
|
20.7K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4K- 22.22% |
$91.6K - $176K
|
14K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.45KNew |
$148K - $285K
|
6.45K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$68.7 - $132
|
3
$156
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$115 - $221
|
20.5K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.73K+ 6.5% |
$62.6K - $121K
|
44.8K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
50+ 0.5% |
$1.15K - $2.21K
|
10.1K
$522K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-886- 5.78% |
$20.3K - $39.1K
|
14.4K
$750K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-186- 0.54% |
$4.26K - $8.2K
|
34.2K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-956- 5.72% |
$21.9K - $42.2K
|
15.7K
$819K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
228K+ 4087.76% |
$5.21M - $10M
|
233K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.16K+ 21610.0% |
$49.5K - $95.3K
|
2.17K
$113K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 1.48% |
$298 - $573
|
893
$46.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.88KNew |
$135K - $259K
|
5.88K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 157.14% |
$1.26K - $2.43K
|
90
$4.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.9K- 10.8% |
$112K - $216K
|
40.5K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.73KNew |
$154K - $297K
|
6.73K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.36K- 9.78% |
$214K - $413K
|
86.4K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
500New |
$11.5K - $22.1K
|
500
$26K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$4.58K - $8.82K
|
200
$10.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$6.87K - $13.2K
|
300
$15.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11- 5.5% |
$252 - $485
|
189
$9.82K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
550+ 125.28% |
$12.6K - $24.3K
|
989
$51.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.44K- 14.65% |
$32.9K - $63.3K
|
8.36K
$435K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-9.16K- 55.12% |
$210K - $404K
|
7.46K
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$68.7 - $132
|
3
$156
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.09KNew |
$24.8K - $47.9K
|
1.09K
$56.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$2.29K - $4.41K
|
100
$5.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.22K+ 13.33% |
$28K - $53.9K
|
10.4K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 87.8% |
$1.65K - $3.18K
|
10
$520
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
150New |
$3.44K - $6.62K
|
150
$7.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 9.52% |
$458 - $882
|
190
$9.88K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.03K- 11.58% |
$69.4K - $134K
|
23.1K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
50.2KNew |
$1.15M - $2.21M
|
50.2K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.01KNew |
$160K - $309K
|
7.01K
$364K
|