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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5New |
$658 - $1.95K
|
5
$392
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.83M - $8.41M
|
25K
$1.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
9.17KNew |
$1.04M - $3.08M
|
9.17K
$719K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$283K - $841K
|
2.5K
$196K
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2KNew |
$226K - $673K
|
2K
$157K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
2KNew |
$226K - $673K
|
2K
$157K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
PUT |
1.2KNew |
$136K - $404K
|
1.2K
$94.1K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
300New |
$33.9K - $101K
|
300
$23.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
150New |
$17K - $50.5K
|
150
$11.8K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
117+ 835.71% |
$13.2K - $39.4K
|
131
$10.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
73New |
$8.26K - $24.6K
|
73
$5.72K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$6.11K - $18.2K
|
54
$4.23K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
1KNew |
$84.1K - $170K
|
1K
$78.4K
|
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
700+ 140.0% |
$58.8K - $119K
|
1.2K
$94.1K
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$25.2K - $51K
|
300
$23.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
50New |
$4.2K - $8.5K
|
50
$3.92K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 50.0% |
$168 - $340
|
6
$471
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
75.3KNew |
$2.22M - $3.6M
|
75.3K
$5.91M
|
|