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, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-214- 4.15% |
$8.08K - $18.1K
|
4.94K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-263- 3.53% |
$9.94K - $22.2K
|
7.2K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
93.1KNew |
$3.52M - $7.87M
|
93.1K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-205- 2.86% |
$7.74K - $17.3K
|
6.97K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
CALL |
-1K- 83.33% |
$37.8K - $84.5K
|
200
$12.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
232KNew |
$8.76M - $19.6M
|
232K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
64+ 1.09% |
$2.42K - $5.41K
|
5.94K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 17.24% |
$189 - $422
|
34
$2.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172+ 24.23% |
$6.5K - $14.5K
|
882
$54.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
163New |
$6.16K - $13.8K
|
163
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-496- 1.98% |
$18.7K - $41.9K
|
24.5K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 11.49% |
$1.89K - $4.22K
|
485
$29.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-22.9K- 51.91% |
$865K - $1.93M
|
21.2K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 2.22% |
$538K - $1.2M
|
657K
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
10+ 0.1% |
$378 - $845
|
9.77K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 30.0% |
$113 - $253
|
13
$802
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.22KNew |
$160K - $357K
|
4.22K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
552+ 2.57% |
$20.9K - $46.6K
|
22.1K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
16.2KNew |
$613K - $1.37M
|
16.2K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
122New |
$4.61K - $10.3K
|
122
$7.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122KNew |
$4.6M - $10.3M
|
122K
$7.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
CALL |
500New |
$18.9K - $42.2K
|
500
$30.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 6.06% |
$604 - $1.35K
|
280
$17.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.3KNew |
$1.22M - $2.72M
|
32.3K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
10.4KNew |
$393K - $878K
|
10.4K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-221- 3.51% |
$8.35K - $18.7K
|
6.08K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
129New |
$4.87K - $10.9K
|
129
$7.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.2KNew |
$801K - $1.79M
|
21.2K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 87.38% |
$7.06K - $15.8K
|
27
$1.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.67K+ 18.51% |
$63.2K - $141K
|
10.7K
$660K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
212+ 0.55% |
$8.01K - $17.9K
|
38.8K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 14.29% |
$340 - $760
|
72
$4.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
85+ 566.67% |
$3.21K - $7.18K
|
100
$6.17K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
167+ 3.13% |
$6.31K - $14.1K
|
5.51K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$623K - $1.39M
|
16.5K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 12.86% |
$2.38K - $5.32K
|
427
$26.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.15% |
$75.6 - $169
|
1.34K
$82.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 5.56% |
$189 - $422
|
95
$5.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
CALL |
63.2KNew |
$2.39M - $5.34M
|
63.2K
$3.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-651- 10.1% |
$24.6K - $55K
|
5.79K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
22.9K+ 274.74% |
$867K - $1.94M
|
31.3K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.38K+ 16.36% |
$128K - $285K
|
24K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
PUT |
300New |
$11.3K - $25.3K
|
300
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.5K+ 30.2% |
$170K - $380K
|
19.4K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.87KNew |
$70.5K - $158K
|
1.87K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
11.5KNew |
$434K - $969K
|
11.5K
$708K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-476- 1.39% |
$18K - $40.2K
|
33.7K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.69KNew |
$253K - $565K
|
6.69K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-16.4K- 35.71% |
$620K - $1.39M
|
29.6K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.57K+ 20.26% |
$173K - $386K
|
27.1K
$1.67M
|