Latest Institutional Sells 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 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
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-449
Closed
$12.6K - $51.1K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-426
Closed
$11.9K - $48.5K
0 $0
Nov 15, 2022 Q2 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-416
Closed
$11.6K - $47.4K
0 $0
Jul 12, 2022 Q2 2022
Pinnacle Bancorp, Inc.

SELL
 -
-395
Closed
$11.1K - $45K
0 $0
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-287
Closed
$8.04K - $32.7K
0 $0
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-278
Closed
$7.78K - $31.7K
0 $0
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

SELL
 -
-263
Closed
$7.36K - $29.9K
0 $0
Aug 15, 2022 Q2 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-239
Closed
$6.69K - $27.2K
0 $0
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

SELL
 -
-218
- 92.37%
$6.1K - $24.8K
18 $1.31K
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

SELL
 -
-180
Closed
$5.04K - $20.5K
0 $0
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-100
Closed
$2.8K - $11.4K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-95
Closed
$2.66K - $10.8K
0 $0
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

SELL
 -
-85
- 68.0%
$2.38K - $9.68K
40 $2.91K
Jul 19, 2022 Q2 2022
Econ Financial Services Corp

SELL
 -
-54
Closed
$1.51K - $6.15K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-50
Closed
$1.4K - $5.69K
0 $0
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 -
-50
Closed
$1.4K - $5.69K
0 $0
Jul 11, 2022 Q2 2022
Piscataqua Savings Bank

SELL
 -
-50
Closed
$1.4K - $5.69K
0 $0
Aug 05, 2022 Q2 2022
Loomis Sayles & CO L P

SELL
 -
-48
Closed
$1.34K - $5.46K
0 $0
Jul 21, 2022 Q2 2022
Ogorek Anthony Joseph

SELL
 -
-35
Closed
$980 - $3.98K
0 $0
Jul 14, 2022 Q2 2022
Pittenger & Anderson Inc

SELL
 -
-26
Closed
$728 - $2.96K
0 $0
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-20
Closed
$560 - $2.28K
0 $0
Jul 08, 2022 Q2 2022
City Holding CO

SELL
 -
-20
Closed
$560 - $2.28K
0 $0
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-13
- 18.31%
$364 - $1.48K
58 $4.22K
Aug 04, 2022 Q2 2022
Harvest Group Wealth Management, LLC

SELL
 -
-11
Closed
$308 - $1.25K
0 $0
Aug 11, 2022 Q2 2022
Berkshire Capital Holdings Inc

San Jose, CA
SELL
 -
-10
Closed
$280 - $1.14K
0 $0
Jul 21, 2022 Q2 2022
Tradewinds Capital Management, LLC

SELL
 -
-7
- 12.28%
$196 - $797
50 $3.64K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-6
- 20.69%
$168 - $683
23 $1.67K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-5
- 50.0%
$140 - $569
5 $364
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-2
Closed
$56 - $228
0 $0
Jul 21, 2022 Q2 2022
Mizuho Securities Co. Ltd.

SELL
 -
-1
- 3.03%
$28 - $114
32 $2.33K
Q1 2022
May 16, 2022 Q1 2022
Daniel Loeb Third Point LLC | New York, Ny
SELL
 -
-4M
Closed
$357M - $632M
0 $0
May 16, 2022 Q1 2022
Two Sigma Investments, LP

New York, NY
SELL
 PUT
-188K
Closed
$16.8M - $29.7M
0 $0
May 16, 2022 Q1 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-102K
- 98.4%
$9.07M - $16M
1.65K $120K
May 16, 2022 Q1 2022
Worldquant Millennium Advisors LLC

New York, NY
SELL
 -
-78.7K
Closed
$7.03M - $12.4M
0 $0
May 16, 2022 Q1 2022
Crawford Lake Capital Management, LLC

Lakewood, NJ
SELL
 -
-59.4K
Closed
$5.31M - $9.38M
0 $0
May 16, 2022 Q1 2022
Capital World Investors

Los Angeles, CA
SELL
 -
-50K
Closed
$4.47M - $7.9M
0 $0
May 16, 2022 Q1 2022
Shanda Asset Management Holdings LTD

Singapore, U0
SELL
 CALL
-40K
Closed
$3.57M - $6.32M
0 $0
Apr 05, 2024 Q1 2022
E. Ohman J:Or Asset Management Ab

Stockholm, V7
SELL
 -
-38.5K
Closed
$3.44M - $6.08M
0 $0
May 05, 2022 Q1 2022
Aubrey Capital Management LTD

Edinburgh, X0
SELL
 -
-27.2K
Closed
$2.43M - $4.3M
0 $0
May 12, 2022 Q1 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-22.6K
- 19.46%
$2.02M - $3.57M
93.5K $6.81M
May 16, 2022 Q1 2022
Atlas Principals, LLC

Charlotte, NC
SELL
 CALL
-20K
Closed
$1.79M - $3.16M
0 $0
May 12, 2022 Q1 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-18.5K
Closed
$1.65M - $2.93M
0 $0
May 16, 2022 Q1 2022
Atlas Principals, LLC

Charlotte, NC
SELL
 -
-18K
Closed
$1.61M - $2.84M
0 $0
May 02, 2022 Q1 2022
Eos Focused Equity Management, L.P.

SELL
 -
-14.3K
Closed
$1.28M - $2.26M
0 $0
May 16, 2022 Q1 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-11.2K
Closed
$1M - $1.77M
0 $0
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

SELL
 -
-11.2K
Closed
$997K - $1.76M
0 $0
May 17, 2022 Q1 2022
Sender CO & Partners, Inc.

New York, NY
SELL
 -
-8.96K
Closed
$800K - $1.42M
0 $0
May 13, 2022 Q1 2022
Prudential PLC

London, England, X0
SELL
 -
-7.49K
Closed
$669K - $1.18M
0 $0
May 13, 2022 Q1 2022
Alpine Global Management, LLC

New York, NY
SELL
 -
-6.92K
Closed
$618K - $1.09M
0 $0

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