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 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 42.6% |
$78.8K - $320K
|
9.42K
$475K
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.94KClosed |
$110K - $449K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.2KClosed |
$33.6K - $137K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-218- 92.37% |
$6.1K - $24.8K
|
18
$908
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-5.09KClosed |
$142K - $579K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-240K- 60.46% |
$6.72M - $27.3M
|
157K
$7.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-48Closed |
$1.34K - $5.46K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.61KClosed |
$129K - $525K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-9.34KClosed |
$262K - $1.06M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.48KClosed |
$97.4K - $396K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
20.2K+ 680.63% |
$567K - $2.3M
|
23.2K
$1.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-278Closed |
$7.78K - $31.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-3KClosed |
$84K - $342K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 100.0% |
$280 - $1.14K
|
20
$1.01K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.96K+ 56.52% |
$83K - $337K
|
8.21K
$414K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$308 - $1.25K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-10.5KClosed |
$295K - $1.2M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
53+ 407.69% |
$1.48K - $6.03K
|
66
$3.33K
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2KClosed |
$56K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2KClosed |
$56K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.31KClosed |
$121K - $491K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-4.57KClosed |
$128K - $521K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.92KClosed |
$81.7K - $332K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-17.4KClosed |
$487K - $1.98M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.2KClosed |
$61.5K - $250K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50Closed |
$1.4K - $5.69K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
CALL |
-1KClosed |
$28K - $114K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 18.31% |
$364 - $1.48K
|
58
$2.92K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-263Closed |
$7.36K - $29.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-6.62KClosed |
$185K - $754K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.6KClosed |
$129K - $524K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.01KClosed |
$112K - $457K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
SELL
|
- |
-5.55KClosed |
$155K - $632K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.04KClosed |
$113K - $460K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-20Closed |
$560 - $2.28K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.44KClosed |
$96.2K - $391K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 50.0% |
$140 - $569
|
5
$252
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.75KClosed |
$49K - $199K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Freemont Management S.A.
|
BUY
|
- |
1.05K+ 100.0% |
$29.4K - $120K
|
2.1K
$106K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 20.69% |
$168 - $683
|
23
$1.16K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-3.87KClosed |
$108K - $441K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.87K- 35.53% |
$136K - $554K
|
8.83K
$445K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
117K+ 603.22% |
$3.28M - $13.3M
|
137K
$6.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-45.1KClosed |
$1.26M - $5.13M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.63KClosed |
$73.5K - $299K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.52KClosed |
$98.6K - $401K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-2.09KClosed |
$58.6K - $238K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
57K+ 57.68% |
$1.59M - $6.48M
|
156K
$7.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-180Closed |
$5.04K - $20.5K
|
0
$0
|