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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
18KNew |
$413K - $796K
|
18K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
69.9K+ 1027.94% |
$1.6M - $3.08M
|
76.7K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-167K- 74.85% |
$3.83M - $7.38M
|
56.2K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
70New |
$1.6K - $3.09K
|
70
$4.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75.7KNew |
$1.73M - $3.34M
|
75.7K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$92.8K - $179K
|
4.05K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$407K - $785K
|
17.8K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5KNew |
$115K - $221K
|
5K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
825+ 660.0% |
$18.9K - $36.4K
|
950
$58.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.17KNew |
$26.8K - $51.7K
|
1.17K
$72.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
211K+ 393.0% |
$4.84M - $9.31M
|
265K
$16.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-59- 6.73% |
$1.35K - $2.6K
|
818
$50.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.93K- 16.17% |
$67.2K - $129K
|
15.2K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11New |
$252 - $485
|
11
$679
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$22.9 - $44.1
|
1
$61.7
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$229 - $441
|
10
$617
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
504New |
$11.5K - $22.2K
|
504
$31.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
62New |
$1.42K - $2.73K
|
62
$3.82K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.4KNew |
$32.1K - $61.8K
|
1.4K
$86.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
8.66KNew |
$198K - $382K
|
8.66K
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1KNew |
$22.9K - $44.1K
|
1K
$61.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.99KNew |
$183K - $353K
|
7.99K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.5KNew |
$34.4K - $66.2K
|
1.5K
$92.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
158+ 22.22% |
$3.62K - $6.97K
|
869
$53.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.89K- 16.75% |
$158K - $304K
|
34.2K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-494- 75.65% |
$11.3K - $21.8K
|
159
$9.81K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$893 - $1.72K
|
39
$2.41K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 43.48% |
$1.15K - $2.21K
|
65
$4.01K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.33KNew |
$122K - $235K
|
5.33K
$329K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13New |
$298 - $573
|
13
$802
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4K- 22.22% |
$91.6K - $176K
|
14K
$864K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$68.7 - $132
|
3
$185
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.73KNew |
$154K - $297K
|
6.73K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.36K- 9.78% |
$214K - $413K
|
86.4K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
500New |
$11.5K - $22.1K
|
500
$30.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$4.58K - $8.82K
|
200
$12.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$6.87K - $13.2K
|
300
$18.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11- 5.5% |
$252 - $485
|
189
$11.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$68.7 - $132
|
3
$185
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.09KNew |
$24.8K - $47.9K
|
1.09K
$66.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$2.29K - $4.41K
|
100
$6.17K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 87.8% |
$1.65K - $3.18K
|
10
$617
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
50.2KNew |
$1.15M - $2.21M
|
50.2K
$3.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-144K- 97.21% |
$3.3M - $6.36M
|
4.13K
$255K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
40New |
$916 - $1.76K
|
40
$2.47K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.55KNew |
$185K - $245K
|
8.55K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
38.5K+ 82.58% |
$833K - $1.1M
|
85.1K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-79- 7.98% |
$1.71K - $2.26K
|
911
$56.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.39K+ 15.55% |
$51.7K - $68.3K
|
17.7K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$86.6 - $114
|
4
$247
|
|