Latest Institutional Transactions on Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

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 15, 2022 Q2 2022
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-4.01K
Closed
$112K - $456K
0 $0
Aug 12, 2022 Q2 2022
Caisse De Depot Et Placement Du Quebec

Montreal, A8
SELL
 -
-3.8K
Closed
$106K - $433K
0 $0
Aug 12, 2022 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
6.8K
+ 77.19%
$190K - $774K
15.6K $787K
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
180K
+ 526.98%
$5.03M - $20.5M
214K $10.8M
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-2
Closed
$56 - $228
0 $0
Aug 12, 2022 Q2 2022
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-1.01M
Closed
$28.1M - $114M
0 $0
Aug 12, 2022 Q2 2022
Hap Trading, LLC

New York, NY
SELL
 -
-32.5K
- 66.86%
$911K - $3.7M
16.1K $813K
Aug 12, 2022 Q2 2022
Maxi Investments Cy LTD

Limassol, G4
BUY
 -
6.25K
+ 26.21%
$175K - $712K
30.1K $1.52M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-10.9K
- 42.09%
$305K - $1.24M
15K $755K
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-287
Closed
$8.04K - $32.7K
0 $0
Aug 12, 2022 Q2 2022
Clari Vest Asset Management LLC

San Diego, CA
SELL
 -
-21.4K
Closed
$599K - $2.44M
0 $0
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-2.17K
Closed
$60.9K - $248K
0 $0
Aug 12, 2022 Q2 2022
Atika Capital Management LLC

New York, NY
SELL
 -
-60.1K
Closed
$1.68M - $6.84M
0 $0
Aug 12, 2022 Q2 2022
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
1.47K
+ 23.27%
$41.2K - $168K
7.8K $393K
Aug 12, 2022 Q2 2022
Railway Pension Investments LTD

London, X0
SELL
 -
-23.2K
Closed
$651K - $2.65M
0 $0
Aug 12, 2022 Q2 2022
Act Capital Management, LLC

Wayne, PA
SELL
 -
-5.5K
Closed
$154K - $626K
0 $0
Aug 12, 2022 Q2 2022
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-2.35K
Closed
$65.8K - $268K
0 $0
Aug 12, 2022 Q2 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
4
+ 0.01%
$112 - $455
31.3K $1.58M
Aug 11, 2022 Q2 2022
Fjarde Ap Fonden

BUY
 -
9.9K
+ 157.02%
$277K - $1.13M
16.2K $817K
Aug 11, 2022 Q2 2022
Bokf, Na

Tulsa, OK
SELL
 -
-20.4K
Closed
$571K - $2.32M
0 $0
Aug 11, 2022 Q2 2022
Clearstead Trust, LLC

Portland, ME
SELL
 -
-112
Closed
$3.14K - $12.8K
0 $0
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-2.87K
Closed
$80.3K - $326K
0 $0
Aug 11, 2022 Q2 2022
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
80
+ 8000.0%
$2.24K - $9.11K
81 $4.08K
Aug 11, 2022 Q2 2022
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-11.4K
Closed
$320K - $1.3M
0 $0
Aug 11, 2022 Q2 2022
Rossmore Private Capital

Glastonbury, CT
SELL
 -
-3.04K
Closed
$85.2K - $346K
0 $0
Aug 11, 2022 Q2 2022
Morse Asset Management, Inc

Darien, CT
SELL
 -
-5.03K
Closed
$141K - $573K
0 $0
Aug 11, 2022 Q2 2022
Berkshire Capital Holdings Inc

San Jose, CA
SELL
 -
-10
Closed
$280 - $1.14K
0 $0
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
160
New
$4.48K - $18.2K
160 $8.07K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.39K
+ 189.34%
$207K - $842K
11.3K $570K
Aug 11, 2022 Q2 2022
Bank Of Hawaii

Honolulu, HI
SELL
 -
-4.99K
Closed
$140K - $568K
0 $0
Aug 11, 2022 Q2 2022
Simplify Asset Management Inc.

New York, NY
SELL
 -
-2.05K
Closed
$57.4K - $233K
0 $0
Aug 11, 2022 Q2 2022
Simplify Asset Management Inc.

New York, NY
SELL
 CALL
-3.7K
Closed
$104K - $421K
0 $0
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
5
New
$140 - $569
5 $252
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-3.22K
Closed
$90.1K - $366K
0 $0
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
SELL
 -
-14.5K
Closed
$405K - $1.65M
0 $0
Aug 10, 2022 Q2 2022
Kuvari Partners LLP

London, X0
SELL
 -
-297K
Closed
$8.31M - $33.8M
0 $0
Aug 10, 2022 Q2 2022
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-9.26K
Closed
$259K - $1.05M
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-426
Closed
$11.9K - $48.5K
0 $0
Aug 10, 2022 Q2 2022
Vestor Capital, LLC

Chicago, IL
SELL
 -
-99.7K
Closed
$2.79M - $11.4M
0 $0
Aug 10, 2022 Q2 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-2.26K
Closed
$63.3K - $257K
0 $0
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
2.75K
+ 50.97%
$77K - $313K
8.15K $411K
Aug 09, 2022 Q2 2022
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-3.44K
Closed
$96.4K - $392K
0 $0
Aug 09, 2022 Q2 2022
Commons Capital, LLC

Needham, MA
SELL
 -
-2.4K
Closed
$67.2K - $273K
0 $0
Aug 09, 2022 Q2 2022
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
15.3K
+ 73.32%
$428K - $1.74M
36.1K $1.82M
Aug 09, 2022 Q2 2022
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
1.8K
+ 1.49%
$50.5K - $205K
123K $6.2M
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
512
New
$14.3K - $58.3K
512 $25.8K
Aug 08, 2022 Q2 2022
Donoghue Forlines LLC

SELL
 -
-4.71K
Closed
$132K - $536K
0 $0
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-2.57K
Closed
$72K - $293K
0 $0
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

SELL
 -
-3.05K
Closed
$85.5K - $347K
0 $0

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