Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2023 Q2 2023
Holocene Advisors, LP

New York, NY
BUY
 -
2.38K
+ 2.58%
$28.8K - $89.7K
94.6K $7.42M
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
1.14K
New
$13.8K - $43.1K
1.14K $89.6K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
850
New
$10.3K - $32K
850 $66.7K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
500
+ 1612.9%
$6.05K - $18.9K
531 $41.6K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
390
+ 48.15%
$4.72K - $14.7K
1.2K $94.1K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
75
New
$908 - $2.83K
75 $5.88K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
30
New
$363 - $1.13K
30 $2.35K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
30
New
$363 - $1.13K
30 $2.35K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
20
New
$242 - $754
20 $1.57K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
12
New
$145 - $452
12 $941
Q1 2023
May 15, 2023 Q1 2023
Freshford Capital Management, LLC

Rye Brook, NY
BUY
 -
218K
New
$2.82M - $5.21M
218K $17.1M
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 PUT
200K
New
$2.58M - $4.77M
200K $15.7M
May 15, 2023 Q1 2023
Connacht Asset Management LP

New York, NY
BUY
 PUT
82.5K
+ 39.76%
$1.06M - $1.97M
290K $22.7M
Apr 28, 2023 Q1 2023
Greatmark Investment Partners, Inc.

BUY
 -
75K
New
$967K - $1.79M
75K $5.88M
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
50K
New
$645K - $1.19M
50K $3.92M
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
38.9K
New
$502K - $929K
38.9K $3.05M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
21.5K
New
$277K - $513K
21.5K $1.69M
May 12, 2023 Q1 2023
Quinn Opportunity Partners LLC

Charlottesville, VA
BUY
 -
18.8K
New
$242K - $448K
18.8K $1.47M
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
10K
New
$129K - $239K
10K $784K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.15K
New
$14.8K - $27.4K
1.15K $89.9K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 CALL
1K
New
$12.9K - $23.9K
1K $78.4K
Apr 12, 2023 Q1 2023
Contravisory Investment Management, Inc.

BUY
 -
500
New
$6.45K - $11.9K
500 $39.2K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
355
+ 87.87%
$4.58K - $8.47K
759 $59.5K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
343
+ 127.99%
$4.42K - $8.18K
611 $47.9K
Apr 12, 2023 Q1 2023
Founders Capital Management

BUY
 -
300
+ 100.0%
$3.87K - $7.16K
600 $47.1K
May 04, 2023 Q1 2023
Treasurer Of The State Of North Carolina

BUY
 -
220
+ 0.72%
$2.84K - $5.25K
30.8K $2.42M
Apr 24, 2023 Q1 2023
Machina Capital S.A.S.

Paris, I0
BUY
 -
200
New
$2.58K - $4.77K
200 $15.7K
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
23
+ 115.0%
$296 - $549
43 $3.37K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
19
New
$245 - $453
19 $1.49K
May 05, 2023 Q1 2023
Evolution Advisers, Inc.

BUY
 -
16
New
$206 - $382
16 $1.25K
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
4
New
$51.6 - $95.4
4 $314
Q4 2022
Feb 14, 2023 Q4 2022
Apollo Management Holdings, L.P.

New York, NY
BUY
 PUT
1M
New
$12.3M - $24.9M
1M $78.4M
Feb 08, 2023 Q4 2022
Brainard Capital Management LLC

Austin, TX
BUY
 -
392K
New
$4.8M - $9.75M
392K $30.7M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
230K
New
$2.82M - $5.74M
230K $18.1M
Feb 13, 2023 Q4 2022
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
10.1K
New
$123K - $251K
10.1K $790K
Feb 13, 2023 Q4 2022
Antipodean Advisors LLC

New York, NY
BUY
 -
10K
New
$123K - $249K
10K $784K
Feb 09, 2023 Q4 2022
Cowen And Company, LLC

BUY
 PUT
10K
New
$123K - $249K
10K $784K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1K
New
$12.3K - $24.9K
1K $78.4K
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
700
New
$8.58K - $17.4K
700 $54.9K
Feb 13, 2023 Q4 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
600
New
$7.35K - $14.9K
600 $47.1K
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
500
New
$6.13K - $12.5K
500 $39.2K
Feb 13, 2023 Q4 2022
Stansberry Asset Management, LLC

New York, NY
BUY
 -
497
+ 2.0%
$6.09K - $12.4K
25.4K $1.99M
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

BUY
 -
300
New
$3.68K - $7.47K
300 $23.5K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
178
New
$2.18K - $4.43K
178 $14K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
150
New
$1.84K - $3.74K
150 $11.8K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
90
New
$1.1K - $2.24K
90 $7.06K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
74
New
$907 - $1.84K
74 $5.8K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
59
New
$723 - $1.47K
59 $4.63K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
55
+ 220.0%
$674 - $1.37K
80 $6.27K

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