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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-126- 49.61% |
$2.62K - $4.57K
|
128
$7.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
11.4KNew |
$237K - $414K
|
11.4K
$703K
|
|
|
Nov 10, 2022
Q3 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.03K+ 73.21% |
$42.3K - $73.8K
|
4.81K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.4K+ 43.23% |
$112K - $196K
|
17.9K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
123New |
$2.56K - $4.46K
|
123
$7.59K
|
|
|
Nov 08, 2022
Q3 2022
|
Must Asset Management Inc.
|
BUY
|
- |
25.1KNew |
$521K - $910K
|
25.1K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
607+ 3.62% |
$12.6K - $22K
|
17.4K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-700- 5.98% |
$14.6K - $25.4K
|
11K
$679K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
28K+ 31.27% |
$582K - $1.02M
|
117K
$7.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-48- 32.43% |
$998 - $1.74K
|
100
$6.17K
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
500+ 3.88% |
$10.4K - $18.1K
|
13.4K
$825K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-150- 92.02% |
$3.12K - $5.44K
|
13
$802
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
45.4K+ 75.66% |
$944K - $1.65M
|
105K
$6.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 86.21% |
$2.08K - $3.63K
|
216
$13.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.27K+ 13.21% |
$26.5K - $46.2K
|
10.9K
$674K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-808- 99.51% |
$16.8K - $29.3K
|
4
$247
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
CALL |
40KNew |
$832K - $1.45M
|
40K
$2.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-2.6KClosed |
$54.1K - $94.3K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
18.5KNew |
$384K - $670K
|
18.5K
$1.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7K+ 466.67% |
$146K - $254K
|
8.5K
$524K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
125New |
$2.6K - $4.54K
|
125
$7.71K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-37- 0.35% |
$769 - $1.34K
|
10.5K
$648K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 50.0% |
$166 - $290
|
8
$494
|
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
11.6KNew |
$241K - $420K
|
11.6K
$715K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 3526.51% |
$60.9K - $106K
|
3.01K
$186K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
444New |
$9.23K - $16.1K
|
444
$27.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.51K+ 4.61% |
$73K - $127K
|
79.7K
$4.91M
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
190+ 950.0% |
$3.95K - $6.89K
|
210
$13K
|
|
|
Oct 19, 2022
Q3 2022
|
Waverton Investment Management LTD
|
SELL
|
- |
-26.7K- 18.86% |
$555K - $969K
|
115K
$7.09M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.78K- 44.07% |
$162K - $282K
|
9.88K
$609K
|
|
|
Oct 11, 2022
Q3 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
4.3KNew |
$89.4K - $156K
|
4.3K
$265K
|
|
| Q2 2022 | |||||||
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.8K+ 77.19% |
$190K - $774K
|
15.6K
$963K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.5KClosed |
$154K - $626K
|
0
$0
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.92K- 21.34% |
$81.6K - $332K
|
10.8K
$663K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-416Closed |
$11.6K - $47.4K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.77KClosed |
$106K - $429K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-755- 51.89% |
$21.1K - $86K
|
700
$43.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-449Closed |
$12.6K - $51.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-1.34KClosed |
$37.4K - $152K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-41.7K- 33.29% |
$1.17M - $4.75M
|
83.5K
$5.15M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.41KClosed |
$179K - $729K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 19.86% |
$36.4K - $148K
|
7.85K
$484K
|
|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
PUT |
7.5K+ 13.81% |
$210K - $854K
|
61.8K
$3.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26KClosed |
$119K - $485K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
- |
-13KClosed |
$364K - $1.48M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
CALL |
-20KClosed |
$560K - $2.28M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50Closed |
$1.4K - $5.69K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-3.24M- 44.81% |
$90.9M - $369M
|
4M
$247M
|
|
|
Aug 15, 2022
Q2 2022
|
Permian Investment Partners, LP
New York, NY |
SELL
|
- |
-2.01KClosed |
$56.3K - $229K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-7KClosed |
$196K - $797K
|
0
$0
|
|