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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
PUT |
7.5K+ 13.81% |
$210K - $854K
|
61.8K
$4.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.39K+ 189.34% |
$207K - $842K
|
11.3K
$886K
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.8K+ 77.19% |
$190K - $774K
|
15.6K
$1.22M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.5KNew |
$126K - $512K
|
4.5K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.48K+ 73.68% |
$97.4K - $396K
|
8.2K
$643K
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.43K+ 87.35% |
$95.9K - $390K
|
7.35K
$576K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.96K+ 56.52% |
$83K - $337K
|
8.21K
$643K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 42.6% |
$78.8K - $320K
|
9.42K
$738K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
2.1KNew |
$58.8K - $239K
|
2.1K
$165K
|
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 1.49% |
$50.5K - $205K
|
123K
$9.64M
|
|
|
Aug 12, 2022
Q2 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.47K+ 23.27% |
$41.2K - $168K
|
7.8K
$612K
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 19.86% |
$36.4K - $148K
|
7.85K
$615K
|
|
|
Jul 29, 2022
Q2 2022
|
Freemont Management S.A.
|
BUY
|
- |
1.05K+ 100.0% |
$29.4K - $120K
|
2.1K
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
917+ 141.51% |
$25.7K - $104K
|
1.57K
$123K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
512New |
$14.3K - $58.3K
|
512
$40.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
400New |
$11.2K - $45.5K
|
400
$31.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
205New |
$5.74K - $23.3K
|
205
$16.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
160New |
$4.48K - $18.2K
|
160
$12.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
53+ 407.69% |
$1.48K - $6.03K
|
66
$5.18K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
30New |
$840 - $3.42K
|
30
$2.35K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 100.0% |
$280 - $1.14K
|
20
$1.57K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$140 - $569
|
5
$392
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
15.7KNew |
$1.4M - $2.48M
|
15.7K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.8KNew |
$1.05M - $1.86M
|
11.8K
$924K
|
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
11.6KNew |
$1.03M - $1.83M
|
11.6K
$908K
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.2K+ 1.63% |
$286K - $506K
|
199K
$15.6M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.87KNew |
$167K - $296K
|
1.87K
$147K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
400+ 200.0% |
$35.7K - $63.2K
|
600
$47.1K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
CALL |
200New |
$17.9K - $31.6K
|
200
$15.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200New |
$17.9K - $31.6K
|
200
$15.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
41New |
$3.66K - $6.48K
|
41
$3.22K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
35New |
$3.13K - $5.53K
|
35
$2.74K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24New |
$2.14K - $3.79K
|
24
$1.88K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
20+ 33.33% |
$1.79K - $3.16K
|
80
$6.27K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11New |
$983 - $1.74K
|
11
$863
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
8+ 26.67% |
$715 - $1.26K
|
38
$2.98K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
15KNew |
$1.97M - $5.85M
|
15K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.25KNew |
$427K - $1.27M
|
3.25K
$254K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.82KNew |
$239K - $710K
|
1.82K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
PUT |
1.5KNew |
$197K - $585K
|
1.5K
$118K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
PUT |
700New |
$92.1K - $273K
|
700
$54.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
185+ 10.54% |
$24.3K - $72.2K
|
1.94K
$152K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
91+ 182.0% |
$12K - $35.5K
|
141
$11.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
50New |
$6.58K - $19.5K
|
50
$3.92K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24New |
$3.16K - $9.36K
|
24
$1.88K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
22New |
$2.89K - $8.58K
|
22
$1.73K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20New |
$2.63K - $7.8K
|
20
$1.57K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
15+ 75.0% |
$1.97K - $5.85K
|
35
$2.74K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 150.0% |
$1.18K - $3.51K
|
15
$1.18K
|
|