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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3Closed |
$395 - $1.17K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Algebris (Uk) LTD
London, X0 |
SELL
|
CALL |
-193Closed |
$25.4K - $75.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.03KClosed |
$135K - $402K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
185+ 10.54% |
$24.3K - $72.2K
|
1.94K
$97.8K
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100Closed |
$13.2K - $39K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Vk Services, LLC
Menlo Park, CA |
SELL
|
- |
-2.48MClosed |
$326M - $967M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Islet Management, LP
New York, NY |
SELL
|
PUT |
-50KClosed |
$6.58M - $19.5M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.25KNew |
$427K - $1.27M
|
3.25K
$164K
|
|
Feb 14, 2022
Q4 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-34KClosed |
$4.47M - $13.3M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-6.81KClosed |
$896K - $2.66M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-3.14KClosed |
$413K - $1.22M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-22.9KClosed |
$3.01M - $8.94M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-794Closed |
$104K - $310K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$248K - $735K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Dumac, Inc.
Durham, NC |
SELL
|
- |
-8.68KClosed |
$1.14M - $3.38M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
PUT |
1.5KNew |
$197K - $585K
|
1.5K
$75.6K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-864- 69.34% |
$114K - $337K
|
382
$19.3K
|
|
Feb 14, 2022
Q4 2021
|
Battery Management Corp.
Boston, MA |
SELL
|
- |
-33.5KClosed |
$4.41M - $13.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-855Closed |
$112K - $333K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-665Closed |
$87.4K - $259K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3Closed |
$395 - $1.17K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-12.7KClosed |
$1.67M - $4.95M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7Closed |
$921 - $2.73K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
CALL |
-800Closed |
$105K - $312K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Whale Rock Capital Management LLC
Boston, MA |
SELL
|
- |
-830KClosed |
$109M - $324M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-48.2K- 98.17% |
$6.34M - $18.8M
|
900
$45.4K
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-910Closed |
$120K - $355K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-17.5KClosed |
$2.31M - $6.84M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.7KClosed |
$4.17M - $12.4M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.97KClosed |
$259K - $769K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-14KClosed |
$1.84M - $5.46M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-17Closed |
$2.24K - $6.63K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-969Closed |
$127K - $378K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-1KClosed |
$132K - $390K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5New |
$658 - $1.95K
|
5
$252
|
|
Feb 11, 2022
Q4 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-5.32KClosed |
$699K - $2.07M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103Closed |
$13.5K - $40.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-93KClosed |
$12.2M - $36.3M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.2KClosed |
$421K - $1.25M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17New |
$2.24K - $6.63K
|
17
$857
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.82KNew |
$239K - $710K
|
1.82K
$91.8K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-766Closed |
$101K - $299K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35Closed |
$4.6K - $13.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.09KClosed |
$143K - $424K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-649Closed |
$85.3K - $253K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.05KClosed |
$138K - $410K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.5KClosed |
$197K - $585K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-662Closed |
$87.1K - $258K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Samson Rock Capital LLP
|
SELL
|
- |
-2.24KClosed |
$295K - $874K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6Closed |
$789 - $2.34K
|
0
$0
|