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 |
---|---|---|---|---|---|---|---|
Apr 05, 2024
Q1 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-38.5KClosed |
$3.44M - $6.08M
|
0
$0
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
CALL |
200New |
$17.9K - $31.6K
|
200
$15.7K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11New |
$983 - $1.74K
|
11
$863
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.87KNew |
$167K - $296K
|
1.87K
$147K
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
8+ 26.67% |
$715 - $1.26K
|
38
$2.98K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-104Closed |
$9.29K - $16.4K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-8.96KClosed |
$800K - $1.42M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.48KClosed |
$132K - $234K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.74K- 61.62% |
$602K - $1.06M
|
4.2K
$329K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-188KClosed |
$16.8M - $29.7M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.33KClosed |
$119K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-814Closed |
$72.7K - $129K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-67Closed |
$5.99K - $10.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$1M - $1.77M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.68KClosed |
$150K - $265K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-4MClosed |
$357M - $632M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
- |
-18KClosed |
$1.61M - $2.84M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
CALL |
-20KClosed |
$1.79M - $3.16M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-55Closed |
$4.91K - $8.69K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.38KClosed |
$123K - $218K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
CALL |
-40KClosed |
$3.57M - $6.32M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-50KClosed |
$4.47M - $7.9M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-78.7KClosed |
$7.03M - $12.4M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10Closed |
$893 - $1.58K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-59.4KClosed |
$5.31M - $9.38M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
11.6KNew |
$1.03M - $1.83M
|
11.6K
$908K
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.25K- 6.69% |
$112K - $198K
|
17.5K
$1.37M
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.62KClosed |
$145K - $256K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.92KClosed |
$618K - $1.09M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.49KClosed |
$669K - $1.18M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1KClosed |
$89.3K - $158K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
CALL |
-1KClosed |
$89.3K - $158K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-18.5KClosed |
$1.65M - $2.93M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.65KClosed |
$148K - $261K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-63Closed |
$5.63K - $9.95K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Boulder Hill Capital Management LP
New York, NY |
SELL
|
- |
-2.6KClosed |
$232K - $411K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.8KNew |
$1.05M - $1.86M
|
11.8K
$924K
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$153K - $270K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.34KClosed |
$209K - $370K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-2KClosed |
$179K - $316K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
15.7KNew |
$1.4M - $2.48M
|
15.7K
$1.23M
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.37KClosed |
$122K - $216K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6Closed |
$536 - $948
|
0
$0
|
|
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
$2.74K
|
|
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
|