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 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
PUT |
4.3KNew |
$162K - $363K
|
4.3K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.81KNew |
$144K - $322K
|
3.81K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.68KNew |
$139K - $310K
|
3.68K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.64KNew |
$138K - $308K
|
3.64K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.6KNew |
$136K - $304K
|
3.6K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.55KNew |
$134K - $300K
|
3.55K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
3.45KNew |
$130K - $291K
|
3.45K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.37KNew |
$127K - $284K
|
3.37K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.26KNew |
$123K - $275K
|
3.26K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
3.25KNew |
$123K - $274K
|
3.25K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.11KNew |
$117K - $263K
|
3.11K
$244K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
3.1K+ 59.62% |
$117K - $262K
|
8.3K
$651K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.87KNew |
$70.5K - $158K
|
1.87K
$146K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.56KNew |
$58.9K - $132K
|
1.56K
$122K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.3K+ 12.51% |
$49.2K - $110K
|
11.7K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1KNew |
$37.8K - $84.5K
|
1K
$78.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
943New |
$35.6K - $79.6K
|
943
$74K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
518New |
$19.6K - $43.8K
|
518
$40.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
CALL |
500New |
$18.9K - $42.2K
|
500
$39.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
486+ 49.14% |
$18.4K - $41K
|
1.48K
$116K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
370New |
$14K - $31.3K
|
370
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
364+ 3.78% |
$13.8K - $30.7K
|
10K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
350New |
$13.2K - $29.6K
|
350
$27.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
300New |
$11.3K - $25.3K
|
300
$23.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
PUT |
300New |
$11.3K - $25.3K
|
300
$23.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
212+ 0.55% |
$8.01K - $17.9K
|
38.8K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
204New |
$7.71K - $17.2K
|
204
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
203New |
$7.67K - $17.1K
|
203
$15.9K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
165New |
$6.23K - $13.9K
|
165
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
163New |
$6.16K - $13.8K
|
163
$12.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
160+ 2285.71% |
$6.04K - $13.5K
|
167
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93New |
$3.51K - $7.85K
|
93
$7.29K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
88New |
$3.32K - $7.43K
|
88
$6.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60New |
$2.27K - $5.07K
|
60
$4.71K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50New |
$1.89K - $4.22K
|
50
$3.92K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$945 - $2.11K
|
25
$1.96K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 5.56% |
$869 - $1.94K
|
437
$34.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15New |
$567 - $1.27K
|
15
$1.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$378 - $845
|
10
$784
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$378 - $845
|
10
$784
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6New |
$227 - $507
|
6
$471
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
5New |
$189 - $422
|
5
$392
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2New |
$75.6 - $169
|
2
$157
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 200.0% |
$75.6 - $169
|
3
$235
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
211K+ 393.0% |
$4.84M - $9.31M
|
265K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
123KNew |
$2.81M - $5.4M
|
123K
$9.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
69.9K+ 1027.94% |
$1.6M - $3.08M
|
76.7K
$6.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
50.2KNew |
$1.15M - $2.21M
|
50.2K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Advent Capital Management
New York, NY |
BUY
|
PUT |
40KNew |
$916K - $1.76M
|
40K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
22.6KNew |
$518K - $999K
|
22.6K
$1.78M
|
|