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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
18KNew |
$413K - $796K
|
18K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$407K - $785K
|
17.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$395K - $760K
|
17.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.9KNew |
$387K - $746K
|
16.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
15KNew |
$344K - $662K
|
15K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.8KNew |
$247K - $475K
|
10.8K
$845K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.8KNew |
$246K - $475K
|
10.8K
$844K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
8.66KNew |
$198K - $382K
|
8.66K
$679K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.99KNew |
$183K - $353K
|
7.99K
$627K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.73KNew |
$154K - $297K
|
6.73K
$528K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.33KNew |
$122K - $235K
|
5.33K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$116K - $223K
|
5.05K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5KNew |
$115K - $221K
|
5K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$45.8K - $88.2K
|
2K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.6KNew |
$36.6K - $70.6K
|
1.6K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.5KNew |
$34.4K - $66.2K
|
1.5K
$118K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.17KNew |
$26.8K - $51.7K
|
1.17K
$91.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.09KNew |
$24.8K - $47.9K
|
1.09K
$85.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1KNew |
$22.9K - $44.1K
|
1K
$78.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
900New |
$20.6K - $39.7K
|
900
$70.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
825+ 660.0% |
$18.9K - $36.4K
|
950
$74.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
504New |
$11.5K - $22.2K
|
504
$39.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
500New |
$11.5K - $22.1K
|
500
$39.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
315New |
$7.21K - $13.9K
|
315
$24.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
300New |
$6.87K - $13.2K
|
300
$23.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$6.87K - $13.2K
|
300
$23.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$4.58K - $8.82K
|
200
$15.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
158+ 22.22% |
$3.62K - $6.97K
|
869
$68.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$2.29K - $4.41K
|
100
$7.84K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
62New |
$1.42K - $2.73K
|
62
$4.86K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
40New |
$916 - $1.76K
|
40
$3.14K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$893 - $1.72K
|
39
$3.06K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13New |
$298 - $573
|
13
$1.02K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11New |
$252 - $485
|
11
$863
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$229 - $441
|
10
$784
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$68.7 - $132
|
3
$235
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$68.7 - $132
|
3
$235
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$22.9 - $44.1
|
1
$78.4
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
319K+ 5.97% |
$6.91M - $9.13M
|
5.66M
$444M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
45KNew |
$974K - $1.29M
|
45K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
38.5K+ 82.58% |
$833K - $1.1M
|
85.1K
$6.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
35.7KNew |
$772K - $1.02M
|
35.7K
$2.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
17.6K+ 30.76% |
$382K - $504K
|
75K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.39K+ 15.55% |
$51.7K - $68.3K
|
17.7K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.68K+ 96.21% |
$36.3K - $47.9K
|
3.42K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$30.6K - $40.5K
|
1.42K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
654New |
$14.2K - $18.7K
|
654
$51.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
300New |
$6.49K - $8.58K
|
300
$23.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
300New |
$6.49K - $8.58K
|
300
$23.5K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
280New |
$6.06K - $8.01K
|
280
$22K
|
|