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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
654New |
$14.2K - $18.7K
|
654
$34K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
16New |
$346 - $457
|
16
$832
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
572K+ 68.37% |
$12.4M - $16.3M
|
1.41M
$73.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
451KNew |
$9.76M - $12.9M
|
451K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
319K+ 5.97% |
$6.91M - $9.13M
|
5.66M
$294M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.91K- 26.53% |
$41.3K - $54.6K
|
5.29K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
269K+ 225.33% |
$5.82M - $7.69M
|
389K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-127K- 94.9% |
$2.74M - $3.62M
|
6.8K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
60.2K+ 85.43% |
$1.3M - $1.72M
|
131K
$6.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.37K+ 9.6% |
$51.3K - $67.8K
|
27K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-7.95K- 14.45% |
$172K - $227K
|
47K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
179+ 7.37% |
$3.87K - $5.12K
|
2.61K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
241+ 51.28% |
$5.22K - $6.89K
|
711
$37K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
34.2K+ 18.07% |
$741K - $978K
|
224K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.6K+ 44.65% |
$230K - $303K
|
34.4K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
45KNew |
$974K - $1.29M
|
45K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
957+ 29.57% |
$20.7K - $27.4K
|
4.19K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.2K+ 4.84% |
$611K - $807K
|
611K
$31.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.9K+ 7.76% |
$171K - $226K
|
110K
$5.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.5KNew |
$637K - $842K
|
29.5K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.68K+ 96.21% |
$36.3K - $47.9K
|
3.42K
$178K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.24K+ 44.86% |
$48.5K - $64.1K
|
7.24K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
35.7KNew |
$772K - $1.02M
|
35.7K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 16.85% |
$7.1K - $9.38K
|
1.62K
$84.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.08K - $1.43K
|
50
$2.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
267K+ 151.6% |
$5.78M - $7.63M
|
443K
$23M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
54+ 54.0% |
$1.17K - $1.54K
|
154
$8K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.33% |
$21.6 - $28.6
|
307
$16K
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
120K+ 7.21% |
$2.6M - $3.44M
|
1.79M
$92.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.95K+ 4.39% |
$194K - $256K
|
213K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-392- 1.51% |
$8.48K - $11.2K
|
25.6K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.45K- 22.26% |
$118K - $156K
|
19K
$988K
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
SELL
|
- |
-34.1K- 68.7% |
$739K - $976K
|
15.6K
$809K
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
SELL
|
PUT |
-1.31K- 36.53% |
$28.4K - $37.6K
|
2.28K
$119K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.8K+ 1.26% |
$39K - $51.5K
|
145K
$7.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 66.84% |
$24.6K - $32.6K
|
565
$29.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.37K+ 17.06% |
$138K - $182K
|
43.7K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-116- 9.3% |
$2.51K - $3.32K
|
1.13K
$58.8K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-59.3K- 74.25% |
$1.28M - $1.7M
|
20.6K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 94.14% |
$31.3K - $41.3K
|
90
$4.68K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.74K+ 9.78% |
$37.5K - $49.6K
|
19.5K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 11.41% |
$26.1K - $34.5K
|
9.38K
$488K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10K- 25.0% |
$216K - $286K
|
30K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
409+ 18.19% |
$8.85K - $11.7K
|
2.66K
$138K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-457- 0.7% |
$9.89K - $13.1K
|
64.6K
$3.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
22.4K+ 61.88% |
$485K - $640K
|
58.6K
$3.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
63New |
$1.36K - $1.8K
|
63
$3.27K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.06K- 16.12% |
$109K - $145K
|
26.3K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-455- 80.11% |
$9.85K - $13K
|
113
$5.87K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195New |
$4.22K - $5.58K
|
195
$10.1K
|