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 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.78KNew |
$141K - $321K
|
6.78K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$20.9 - $47.3
|
4.69K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.5KNew |
$31.3K - $71K
|
1.5K
$78K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$106K - $241K
|
5.1K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
5.1KNew |
$106K - $241K
|
5.1K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8K- 10.0% |
$167K - $378K
|
72K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15New |
$313 - $710
|
15
$780
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85New |
$1.77K - $4.02K
|
85
$4.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$5.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.36K- 26.65% |
$195K - $443K
|
25.8K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
553New |
$11.5K - $26.2K
|
553
$28.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.36KNew |
$112K - $253K
|
5.36K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.39KNew |
$133K - $303K
|
6.39K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.23K- 23.73% |
$25.7K - $58.3K
|
3.96K
$206K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.33KNew |
$153K - $347K
|
7.33K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.35K- 45.85% |
$174K - $395K
|
9.86K
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98KNew |
$167K - $377K
|
7.98K
$415K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
666+ 11.53% |
$13.9K - $31.5K
|
6.44K
$335K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.86KNew |
$38.8K - $87.9K
|
1.86K
$96.6K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.4KNew |
$238K - $541K
|
11.4K
$594K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
1.4KNew |
$29.2K - $66.2K
|
1.4K
$72.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
369New |
$7.7K - $17.5K
|
369
$19.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.31KNew |
$111K - $251K
|
5.31K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
34New |
$710 - $1.61K
|
34
$1.77K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
220New |
$4.59K - $10.4K
|
220
$11.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
78.2K+ 83.8% |
$1.63M - $3.7M
|
172K
$8.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
296+ 5.18% |
$6.18K - $14K
|
6.01K
$313K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 85.71% |
$626 - $1.42K
|
65
$3.38K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
35New |
$730 - $1.66K
|
35
$1.82K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
71New |
$1.48K - $3.36K
|
71
$3.69K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
17New |
$355 - $804
|
17
$884
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
5KNew |
$104K - $237K
|
5K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 24.01% |
$20.9K - $47.3K
|
5.17K
$268K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
11KNew |
$230K - $520K
|
11K
$572K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-600- 27.27% |
$12.5K - $28.4K
|
1.6K
$83.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.2KNew |
$150K - $341K
|
7.2K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-430- 6.03% |
$8.97K - $20.3K
|
6.71K
$349K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.77K- 30.35% |
$36.8K - $83.5K
|
4.05K
$211K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
15New |
$313 - $710
|
15
$780
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$1.25K - $2.84K
|
60
$3.12K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 50.0% |
$4.17K - $9.46K
|
200
$10.4K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 90.24% |
$191K - $520K
|
15.2K
$790K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$398 - $1.08K
|
15
$780
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100+ 76.92% |
$2.66K - $7.21K
|
230
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
60New |
$1.59K - $4.33K
|
60
$3.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4+ 7.84% |
$106 - $288
|
55
$2.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
PUT |
25KNew |
$664K - $1.8M
|
25K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-75K- 42.86% |
$1.99M - $5.41M
|
100K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.95K+ 114.61% |
$78.3K - $213K
|
5.52K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
18.5KNew |
$491K - $1.33M
|
18.5K
$962K
|
|