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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16Closed |
$1.43K - $2.53K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
35New |
$3.13K - $5.53K
|
35
$1.76K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.98KClosed |
$177K - $313K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25Closed |
$2.23K - $3.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-28Closed |
$2.5K - $4.42K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$447 - $790
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-95Closed |
$8.49K - $15K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-56Closed |
$5K - $8.85K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.35KClosed |
$121K - $213K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-27.2KClosed |
$2.43M - $4.3M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-46Closed |
$4.11K - $7.27K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-165Closed |
$14.7K - $26.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Eos Focused Equity Management, L.P.
|
SELL
|
- |
-14.3KClosed |
$1.28M - $2.26M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.02KClosed |
$181K - $319K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
20+ 33.33% |
$1.79K - $3.16K
|
80
$4.03K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-487Closed |
$43.5K - $76.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.36KClosed |
$210K - $372K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.2K+ 1.63% |
$286K - $506K
|
199K
$10M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
400+ 200.0% |
$35.7K - $63.2K
|
600
$30.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.51KClosed |
$134K - $238K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.38KClosed |
$213K - $376K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10Closed |
$893 - $1.58K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.49KClosed |
$312K - $552K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-255Closed |
$22.8K - $40.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-25Closed |
$2.23K - $3.95K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-1KClosed |
$89.3K - $158K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-250Closed |
$22.3K - $39.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11.2KClosed |
$997K - $1.76M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
41New |
$3.66K - $6.48K
|
41
$2.07K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 80.0% |
$8.93K - $15.8K
|
25
$1.26K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20- 3.85% |
$1.79K - $3.16K
|
500
$25.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-1.6KClosed |
$143K - $253K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-25Closed |
$2.23K - $3.95K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-1.38KClosed |
$123K - $218K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.5KClosed |
$134K - $237K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2.22KClosed |
$199K - $351K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-1.34KClosed |
$120K - $212K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24New |
$2.14K - $3.79K
|
24
$1.21K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200New |
$17.9K - $31.6K
|
200
$10.1K
|
|
| Q4 2021 | |||||||
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
91+ 182.0% |
$12K - $35.5K
|
141
$7.11K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 150.0% |
$1.18K - $3.51K
|
15
$756
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
15KNew |
$1.97M - $5.85M
|
15K
$756K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
15+ 75.0% |
$1.97K - $5.85K
|
35
$1.76K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-126Closed |
$16.6K - $49.1K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.07KClosed |
$140K - $416K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-563KClosed |
$74M - $220M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-52.3KClosed |
$6.88M - $20.4M
|
0
$0
|
|