Latest Institutional Sells of Upstart Holdings, Inc. (UPST)
This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.52KClosed |
$98.6K - $401K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.52KClosed |
$98.6K - $401K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.48KClosed |
$97.4K - $396K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.47KClosed |
$97K - $395K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.44KClosed |
$96.4K - $392K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.44KClosed |
$96.3K - $392K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.44KClosed |
$96.2K - $391K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.2KClosed |
$89.7K - $365K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.04KClosed |
$85.2K - $346K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-3KClosed |
$84K - $342K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3KClosed |
$84K - $342K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.92KClosed |
$81.7K - $332K
|
0
$0
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.92K- 21.34% |
$81.6K - $332K
|
10.8K
$843K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.87KClosed |
$80.3K - $326K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.79KClosed |
$78.1K - $318K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.63KClosed |
$73.5K - $299K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.43KClosed |
$68K - $276K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.4KClosed |
$67.2K - $273K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-2.26KClosed |
$63.2K - $257K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$61.6K - $251K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.19KClosed |
$61.4K - $250K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.17KClosed |
$60.9K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.1KClosed |
$58.8K - $239K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-2.09KClosed |
$58.6K - $238K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-2.05KClosed |
$57.4K - $233K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$57.1K - $232K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.04KClosed |
$57K - $232K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Permian Investment Partners, LP
New York, NY |
SELL
|
- |
-2.01KClosed |
$56.3K - $229K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2KClosed |
$56K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2KClosed |
$56K - $228K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.97KClosed |
$55.1K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.97KClosed |
$55.1K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.92KClosed |
$53.9K - $219K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.86KClosed |
$52.1K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.81K- 25.87% |
$50.6K - $206K
|
5.18K
$406K
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.75KClosed |
$49K - $199K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.6KClosed |
$44.8K - $182K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-1.34KClosed |
$37.4K - $152K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.2KClosed |
$33.6K - $137K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.16KClosed |
$32.4K - $132K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
CALL |
-1KClosed |
$28K - $114K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-755- 51.89% |
$21.1K - $86K
|
700
$54.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-502- 13.62% |
$14.1K - $57.2K
|
3.18K
$250K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-449Closed |
$12.6K - $51.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-426Closed |
$11.9K - $48.5K
|
0
$0
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-416Closed |
$11.6K - $47.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-395Closed |
$11.1K - $45K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-287Closed |
$8.04K - $32.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-278Closed |
$7.78K - $31.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-263Closed |
$7.36K - $29.9K
|
0
$0
|