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 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195New |
$4.22K - $5.58K
|
195
$15.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
165New |
$3.57K - $4.72K
|
165
$12.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
90New |
$1.95K - $2.57K
|
90
$7.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70+ 0.17% |
$1.51K - $2K
|
40.4K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.08K - $1.43K
|
50
$3.92K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 70.0% |
$454 - $600
|
51
$4K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
16New |
$346 - $457
|
16
$1.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$86.6 - $114
|
4
$314
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3New |
$64.9 - $85.8
|
3
$235
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$21.6 - $28.6
|
1
$78.4
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
291KNew |
$6.76M - $11.3M
|
291K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
50KNew |
$1.16M - $1.94M
|
50K
$3.92M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
11KNew |
$256K - $427K
|
11K
$863K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.44KNew |
$196K - $327K
|
8.44K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.2K+ 151.76% |
$191K - $318K
|
13.6K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.9K+ 66.6% |
$160K - $268K
|
17.3K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
713+ 713.0% |
$16.6K - $27.7K
|
813
$63.8K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
630New |
$14.6K - $24.4K
|
630
$49.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
203+ 2.73% |
$4.72K - $7.88K
|
7.63K
$599K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$4.65K - $7.76K
|
200
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
193+ 0.53% |
$4.49K - $7.49K
|
36.6K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
151New |
$3.51K - $5.86K
|
151
$11.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$2.33K - $3.88K
|
100
$7.84K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
73New |
$1.7K - $2.83K
|
73
$5.72K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
59+ 45.74% |
$1.37K - $2.29K
|
188
$14.7K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
50New |
$1.16K - $1.94K
|
50
$3.92K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34New |
$791 - $1.32K
|
34
$2.67K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
27New |
$628 - $1.05K
|
27
$2.12K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23New |
$535 - $892
|
23
$1.8K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
15New |
$349 - $582
|
15
$1.18K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2New |
$46.5 - $77.6
|
2
$157
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 50.0% |
$23.3 - $38.8
|
3
$235
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
179KNew |
$3.73M - $8.45M
|
179K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
130KNew |
$2.72M - $6.17M
|
130K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
78.2K+ 83.8% |
$1.63M - $3.7M
|
172K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
52.4KNew |
$1.09M - $2.48M
|
52.4K
$4.11M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.4KNew |
$238K - $541K
|
11.4K
$896K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
11KNew |
$230K - $520K
|
11K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.88K+ 58.67% |
$185K - $420K
|
24K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.22K+ 86.61% |
$172K - $389K
|
17.7K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98KNew |
$167K - $377K
|
7.98K
$626K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.2KNew |
$150K - $341K
|
7.2K
$565K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
6.66KNew |
$139K - $315K
|
6.66K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77KNew |
$120K - $273K
|
5.77K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.34KNew |
$111K - $253K
|
5.34K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$106K - $241K
|
5.1K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
5KNew |
$104K - $237K
|
5K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.69K+ 152.25% |
$35.3K - $80.1K
|
2.81K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.5KNew |
$31.3K - $71K
|
1.5K
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
553New |
$11.5K - $26.2K
|
553
$43.4K
|
|