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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
654New |
$14.2K - $18.7K
|
654
$40.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
16New |
$346 - $457
|
16
$987
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
319K+ 5.97% |
$6.91M - $9.13M
|
5.66M
$349M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
179+ 7.37% |
$3.87K - $5.12K
|
2.61K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
45KNew |
$974K - $1.29M
|
45K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.68K+ 96.21% |
$36.3K - $47.9K
|
3.42K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
35.7KNew |
$772K - $1.02M
|
35.7K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.08K - $1.43K
|
50
$3.08K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 94.14% |
$31.3K - $41.3K
|
90
$5.55K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195New |
$4.22K - $5.58K
|
195
$12K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 87.72% |
$1.08K - $1.43K
|
7
$432
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.1K- 99.51% |
$436K - $576K
|
100
$6.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$30.6K - $40.5K
|
1.42K
$87.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.5KNew |
$75.7K - $100K
|
3.5K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$21.6 - $28.6
|
1
$61.7
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
300New |
$6.49K - $8.58K
|
300
$18.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 70.0% |
$454 - $600
|
51
$3.15K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
280New |
$6.06K - $8.01K
|
280
$17.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-172K- 91.35% |
$3.73M - $4.93M
|
16.3K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3New |
$64.9 - $85.8
|
3
$185
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
300New |
$6.49K - $8.58K
|
300
$18.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
17.6K+ 30.76% |
$382K - $504K
|
75K
$4.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70+ 0.17% |
$1.51K - $2K
|
40.4K
$2.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
90New |
$1.95K - $2.57K
|
90
$5.55K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 1.41% |
$64.9 - $85.8
|
210
$13K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
165New |
$3.57K - $4.72K
|
165
$10.2K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23New |
$535 - $892
|
23
$1.42K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2New |
$46.5 - $77.6
|
2
$123
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
59+ 45.74% |
$1.37K - $2.29K
|
188
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
73New |
$1.7K - $2.83K
|
73
$4.5K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-31- 4.21% |
$721 - $1.2K
|
705
$43.5K
|
|
|
May 15, 2024
Q1 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26K- 8.77% |
$99.1K - $165K
|
44.4K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
151New |
$3.51K - $5.86K
|
151
$9.32K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
15New |
$349 - $582
|
15
$925
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
747KNew |
$17.4M - $29M
|
747K
$46.1M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.04K- 22.56% |
$187K - $312K
|
27.6K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-142- 3.41% |
$3.3K - $5.51K
|
4.02K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.17K- 17.27% |
$73.7K - $123K
|
15.2K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.2K+ 151.76% |
$191K - $318K
|
13.6K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.9K+ 66.6% |
$160K - $268K
|
17.3K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
50KNew |
$1.16M - $1.94M
|
50K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-7.5K- 62.5% |
$174K - $291K
|
4.5K
$278K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
193+ 0.53% |
$4.49K - $7.49K
|
36.6K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
11KNew |
$256K - $427K
|
11K
$679K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-223- 0.31% |
$5.18K - $8.65K
|
71.6K
$4.42M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-17- 29.82% |
$395 - $660
|
40
$2.47K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-3.2K- 17.39% |
$74.4K - $124K
|
15.2K
$938K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34New |
$791 - $1.32K
|
34
$2.1K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
50New |
$1.16K - $1.94K
|
50
$3.08K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 6.49% |
$116 - $194
|
72
$4.44K
|
|