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
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
6
+ 26.09%
$137 - $265
29 $2.04K
Oct 24, 2024 Q3 2024
Nisa Investment Advisors, LLC

BUY
 -
5
+ 0.02%
$115 - $221
20.5K $1.45M
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
3
New
$68.7 - $132
3 $211
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
3
New
$68.7 - $132
3 $211
Nov 14, 2024 Q3 2024
Prestige Wealth Management Group LLC

BUY
 -
1
+ 2.0%
$22.9 - $44.1
51 $3.59K
Nov 04, 2024 Q3 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1
New
$22.9 - $44.1
1 $70.4
Nov 01, 2024 Q3 2024
Covestor LTD

Boston, MA
BUY
 -
1
+ 0.33%
$22.9 - $44.1
308 $21.7K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
319K
+ 5.97%
$6.91M - $9.13M
5.66M $399M
Aug 13, 2024 Q2 2024
Capital Fund Management S.A.

Paris, I0
BUY
 -
102K
+ 73.21%
$2.2M - $2.91M
241K $17M
Aug 14, 2024 Q2 2024
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
38.5K
+ 82.58%
$833K - $1.1M
85.1K $5.99M
Aug 09, 2024 Q2 2024
Winton Group LTD

London, X0
BUY
 -
35.7K
New
$772K - $1.02M
35.7K $2.51M
Jul 22, 2024 Q2 2024
Robeco Institutional Asset Management B.V.

BUY
 -
17.6K
+ 30.76%
$382K - $504K
75K $5.28M
Aug 14, 2024 Q2 2024
Nomura Holdings Inc

Tokyo, M0
BUY
 -
10.8K
New
$235K - $310K
10.8K $763K
Jul 15, 2024 Q2 2024
Gemmer Asset Management LLC

BUY
 -
9.67K
+ 109.97%
$209K - $276K
18.5K $1.3M
Aug 15, 2024 Q2 2024
Gsa Capital Partners LLP

London, X0
BUY
 -
8.55K
New
$185K - $245K
8.55K $602K
Aug 13, 2024 Q2 2024
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
6.53K
+ 17.1%
$141K - $187K
44.7K $3.15M
Aug 08, 2024 Q2 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
6.37K
+ 17.06%
$138K - $182K
43.7K $3.08M
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
3.5K
New
$75.7K - $100K
3.5K $246K
Aug 13, 2024 Q2 2024
Rafferty Asset Management, LLC

New York, NY
BUY
 -
2.39K
+ 15.55%
$51.7K - $68.3K
17.7K $1.25M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.68K
+ 96.21%
$36.3K - $47.9K
3.42K $241K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
1.42K
New
$30.6K - $40.5K
1.42K $99.7K
Jul 29, 2024 Q2 2024
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
1.08K
+ 7.04%
$23.5K - $31K
16.5K $1.16M
Aug 13, 2024 Q2 2024
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
654
New
$14.2K - $18.7K
654 $46K
Jul 10, 2024 Q2 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
414
New
$8.96K - $11.8K
414 $29.1K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
300
New
$6.49K - $8.58K
300 $21.1K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
300
New
$6.49K - $8.58K
300 $21.1K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
280
New
$6.06K - $8.01K
280 $19.7K
Aug 14, 2024 Q2 2024
Quarry LP

New York, NY
BUY
 -
220
New
$4.76K - $6.29K
220 $15.5K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
195
New
$4.22K - $5.58K
195 $13.7K
Aug 12, 2024 Q2 2024
Amalgamated Bank

New York, NY
BUY
 -
179
+ 7.37%
$3.87K - $5.12K
2.61K $184K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
165
New
$3.57K - $4.72K
165 $11.6K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
115
+ 34.12%
$2.49K - $3.29K
452 $31.8K
Jul 17, 2024 Q2 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
90
New
$1.95K - $2.57K
90 $6.34K
Jul 18, 2024 Q2 2024
Miracle Mile Advisors, LLC

BUY
 -
70
+ 0.17%
$1.51K - $2K
40.4K $2.85M
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
63
New
$1.36K - $1.8K
63 $4.44K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
54
New
$1.17K - $1.54K
54 $3.8K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
50
New
$1.08K - $1.43K
50 $3.52K
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
49
New
$1.06K - $1.4K
49 $3.45K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
21
+ 70.0%
$454 - $600
51 $3.59K
Aug 13, 2024 Q2 2024
Fairscale Capital, LLC

Nashua, NH
BUY
 -
16
New
$346 - $457
16 $1.13K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
4
New
$86.6 - $114
4 $282
Jul 23, 2024 Q2 2024
Proffitt & Goodson Inc

BUY
 -
3
New
$64.9 - $85.8
3 $211
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
1
New
$21.6 - $28.6
1 $70.4
Jul 30, 2024 Q2 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
1
New
$21.6 - $28.6
1 $70.4
Q1 2024
May 15, 2024 Q1 2024
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
747K
New
$17.4M - $29M
747K $52.6M
May 14, 2024 Q1 2024
Eschler Asset Management LLP

Cambridge, X0
BUY
 -
50K
New
$1.16M - $1.94M
50K $3.52M
May 15, 2024 Q1 2024
Shelton Capital Management

Denver, CO
BUY
 -
20K
New
$465K - $776K
20K $1.41M
May 10, 2024 Q1 2024
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
11K
New
$256K - $427K
11K $774K

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