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 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
PUT |
700New |
$92.1K - $273K
|
700
$43.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-1.14KClosed |
$150K - $445K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
50New |
$6.58K - $19.5K
|
50
$3.08K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-625Closed |
$82.2K - $244K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.5KClosed |
$197K - $583K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$141K - $418K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-664Closed |
$87.3K - $259K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
22New |
$2.89K - $8.58K
|
22
$1.36K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.97KClosed |
$916K - $2.72M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-350Closed |
$46K - $137K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
SELL
|
PUT |
-42.5KClosed |
$5.59M - $16.6M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-50Closed |
$6.58K - $19.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20New |
$2.63K - $7.8K
|
20
$1.23K
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-685Closed |
$90.1K - $267K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-51.9KClosed |
$6.82M - $20.2M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Regents Of The University Of California
|
SELL
|
- |
-78.4KClosed |
$10.3M - $30.6M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.3KClosed |
$171K - $507K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-25- 20.0% |
$3.29K - $9.75K
|
100
$6.17K
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-1.3KClosed |
$171K - $506K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$135K - $399K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6Closed |
$789 - $2.34K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16KClosed |
$415K - $1.23M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Scout Investments, Inc.
|
SELL
|
- |
-35KClosed |
$4.61M - $13.7M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-653Closed |
$85.9K - $255K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-640Closed |
$84.2K - $250K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
117+ 835.71% |
$13.2K - $39.4K
|
131
$8.08K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$6.11K - $18.2K
|
54
$3.33K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
300New |
$33.9K - $101K
|
300
$18.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Blackstone Inc
New York, NY |
SELL
|
- |
-4.03KClosed |
$456K - $1.35M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
150New |
$17K - $50.5K
|
150
$9.25K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-10Closed |
$1.13K - $3.36K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sante Capital Fund, LP
|
SELL
|
- |
-3.96KClosed |
$447K - $1.33M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Collaborative Holdings Management LP
New York, NY |
SELL
|
- |
-139KClosed |
$15.7M - $46.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
PUT |
1.2KNew |
$136K - $404K
|
1.2K
$74K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbourvest Partners LLC
Boston, MA |
SELL
|
- |
-45.3KClosed |
$5.12M - $15.2M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-607Closed |
$68.6K - $204K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2KNew |
$226K - $673K
|
2K
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-11.3KClosed |
$1.28M - $3.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.97KClosed |
$223K - $663K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
CALL |
-40KClosed |
$4.52M - $13.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-10KClosed |
$1.13M - $3.36M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Yale University
New Haven, CT |
SELL
|
- |
-5.25KClosed |
$593K - $1.76M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pathway Capital Management, LP
Irvine, CA |
SELL
|
- |
-32.8KClosed |
$3.71M - $11M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-150KClosed |
$17M - $50.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nea Management Company, LLC
Timonium, MD |
SELL
|
- |
-287KClosed |
$32.5M - $96.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$283K - $841K
|
2.5K
$154K
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.1KClosed |
$1.15M - $3.41M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.23KClosed |
$253K - $751K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.16KClosed |
$244K - $725K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
73New |
$8.26K - $24.6K
|
73
$4.5K
|
|