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 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.6KNew |
$92K - $287K
|
7.6K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.19KNew |
$74.9K - $233K
|
6.19K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
500+ 1612.9% |
$6.05K - $18.9K
|
531
$26.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-101K- 51.52% |
$1.22M - $3.8M
|
94.9K
$4.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.99KNew |
$96.7K - $301K
|
7.99K
$403K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
213KNew |
$2.58M - $8.03M
|
213K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 21.65% |
$35.2K - $110K
|
10.5K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.38KNew |
$89.2K - $278K
|
7.38K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12New |
$145 - $452
|
12
$605
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 5.41% |
$24.2 - $75.4
|
35
$1.76K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$363 - $1.13K
|
30
$1.51K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
850New |
$10.3K - $32K
|
850
$42.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-2K- 50.0% |
$24.2K - $75.4K
|
2K
$101K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
390+ 48.15% |
$4.72K - $14.7K
|
1.2K
$60.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8KNew |
$96.8K - $302K
|
8K
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.23KNew |
$87.4K - $272K
|
7.23K
$364K
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
SELL
|
- |
-31.6K- 78.26% |
$382K - $1.19M
|
8.77K
$442K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.14KNew |
$13.8K - $43.1K
|
1.14K
$57.6K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$242 - $754
|
20
$1.01K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-410- 60.03% |
$4.96K - $15.5K
|
273
$13.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
48.9KNew |
$592K - $1.85M
|
48.9K
$2.47M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
113KNew |
$1.45M - $2.68M
|
113K
$5.67M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.09K- 3.01% |
$14K - $25.9K
|
35.1K
$1.77M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$400 - $739
|
31
$1.56K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 47.06% |
$206 - $382
|
50
$2.52K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$175K - $324K
|
13.6K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
13.2KNew |
$171K - $316K
|
13.2K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
CALL |
400KNew |
$5.16M - $9.54M
|
400K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Freshford Capital Management, LLC
Rye Brook, NY |
BUY
|
- |
218KNew |
$2.82M - $5.21M
|
218K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
355+ 87.87% |
$4.58K - $8.47K
|
759
$38.3K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
26.6KNew |
$343K - $634K
|
26.6K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
82.5K+ 39.76% |
$1.06M - $1.97M
|
290K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
50KNew |
$645K - $1.19M
|
50K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1KNew |
$12.9K - $23.9K
|
1K
$50.4K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
38.9KNew |
$502K - $929K
|
38.9K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
18.8KNew |
$242K - $448K
|
18.8K
$947K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
200KNew |
$2.58M - $4.77M
|
200K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
608New |
$7.84K - $14.5K
|
608
$30.7K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5KNew |
$277K - $513K
|
21.5K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-11- 68.75% |
$142 - $262
|
5
$252
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
23+ 115.0% |
$296 - $549
|
43
$2.17K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$51.6 - $95.4
|
4
$202
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
15.1K+ 68.64% |
$195K - $360K
|
37.1K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-16.9K- 61.02% |
$218K - $404K
|
10.8K
$545K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
16New |
$206 - $382
|
16
$807
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.72% |
$2.84K - $5.25K
|
30.8K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
343+ 127.99% |
$4.42K - $8.18K
|
611
$30.8K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.58K+ 5.36% |
$20.3K - $37.6K
|
30.9K
$1.56M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-470- 7.95% |
$6.06K - $11.2K
|
5.44K
$274K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10KNew |
$129K - $239K
|
10K
$504K
|
|