Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$613 - $1.25K
|
50
$3.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
30New |
$368 - $747
|
30
$2.35K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19New |
$233 - $473
|
19
$1.49K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$184 - $374
|
15
$1.18K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
10New |
$123 - $249
|
10
$784
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$85.8 - $174
|
7
$549
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$85.8 - $174
|
7
$549
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5New |
$61.3 - $125
|
5
$392
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$49 - $99.6
|
4
$314
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
3New |
$36.8 - $74.7
|
3
$235
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Viking Global Investors LP
|
BUY
|
- |
1MNew |
$20.8M - $36.3M
|
1M
$78.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
103KNew |
$2.15M - $3.75M
|
103K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
75KNew |
$1.56M - $2.72M
|
75K
$5.88M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
45.4K+ 75.66% |
$944K - $1.65M
|
105K
$8.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
CALL |
40KNew |
$832K - $1.45M
|
40K
$3.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
28K+ 31.27% |
$582K - $1.02M
|
117K
$9.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Must Asset Management Inc.
|
BUY
|
- |
25.1KNew |
$521K - $910K
|
25.1K
$1.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
18.5KNew |
$384K - $670K
|
18.5K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
15KNew |
$312K - $544K
|
15K
$1.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
11.6KNew |
$241K - $420K
|
11.6K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
11.4KNew |
$237K - $414K
|
11.4K
$894K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 83.83% |
$233K - $406K
|
24.6K
$1.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7K+ 466.67% |
$146K - $254K
|
8.5K
$667K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.4K+ 43.23% |
$112K - $196K
|
17.9K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.76K+ 61.87% |
$98.9K - $173K
|
12.4K
$976K
|
|
|
Oct 11, 2022
Q3 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
4.3KNew |
$89.4K - $156K
|
4.3K
$337K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.51K+ 4.61% |
$73K - $127K
|
79.7K
$6.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 3526.51% |
$60.9K - $106K
|
3.01K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.03K+ 73.21% |
$42.3K - $73.8K
|
4.81K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.69K+ 12.1% |
$35.2K - $61.3K
|
15.7K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
607+ 3.62% |
$12.6K - $22K
|
17.4K
$1.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
500+ 3.88% |
$10.4K - $18.1K
|
13.4K
$1.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
444New |
$9.23K - $16.1K
|
444
$34.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
375+ 159.57% |
$7.8K - $13.6K
|
610
$47.8K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
190+ 950.0% |
$3.95K - $6.89K
|
210
$16.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
125New |
$2.6K - $4.54K
|
125
$9.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
123New |
$2.56K - $4.46K
|
123
$9.65K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 86.21% |
$2.08K - $3.63K
|
216
$16.9K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
90New |
$1.87K - $3.27K
|
90
$7.06K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
348K+ 1159.84% |
$9.74M - $39.6M
|
378K
$29.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
117K+ 603.22% |
$3.28M - $13.3M
|
137K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
100KNew |
$2.8M - $11.4M
|
100K
$7.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
61.6KNew |
$1.72M - $7.01M
|
61.6K
$4.83M
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
57K+ 57.68% |
$1.59M - $6.48M
|
156K
$12.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
29.2K+ 104.66% |
$818K - $3.32M
|
57.1K
$4.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$632K - $2.57M
|
22.6K
$1.77M
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
20.2K+ 680.63% |
$567K - $2.3M
|
23.2K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10KNew |
$281K - $1.14M
|
10K
$786K
|
|
|
Aug 11, 2022
Q2 2022
|
Fjarde Ap Fonden
|
BUY
|
- |
9.9K+ 157.02% |
$277K - $1.13M
|
16.2K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
PUT |
7.5K+ 13.81% |
$210K - $854K
|
61.8K
$4.85M
|
|