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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.49KClosed |
$669K - $1.18M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.92KClosed |
$618K - $1.09M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.74K- 61.62% |
$602K - $1.06M
|
4.2K
$311K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.49KClosed |
$312K - $552K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Boulder Hill Capital Management LP
New York, NY |
SELL
|
- |
-2.6KClosed |
$232K - $411K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.38KClosed |
$213K - $376K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.36KClosed |
$210K - $372K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.34KClosed |
$209K - $370K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
SELL
|
- |
-2.22KClosed |
$199K - $351K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.17KClosed |
$194K - $343K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.02KClosed |
$181K - $319K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-2KClosed |
$179K - $316K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.98KClosed |
$177K - $313K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$153K - $270K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.68KClosed |
$150K - $265K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.65KClosed |
$148K - $261K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.62KClosed |
$145K - $256K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-1.6KClosed |
$143K - $253K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.51KClosed |
$134K - $238K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.5KClosed |
$134K - $237K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.48KClosed |
$132K - $234K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-1.38KClosed |
$123K - $218K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.38KClosed |
$123K - $218K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.37KClosed |
$122K - $216K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.35KClosed |
$121K - $213K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-1.34KClosed |
$120K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.33KClosed |
$119K - $211K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.25K- 6.69% |
$112K - $198K
|
17.5K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
CALL |
-1KClosed |
$89.3K - $158K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1KClosed |
$89.3K - $158K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-1KClosed |
$89.3K - $158K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-814Closed |
$72.7K - $129K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-487Closed |
$43.5K - $76.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-311Closed |
$27.8K - $49.1K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-255Closed |
$22.8K - $40.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-250Closed |
$22.3K - $39.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-165Closed |
$14.7K - $26.1K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-104Closed |
$9.29K - $16.4K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 80.0% |
$8.93K - $15.8K
|
25
$1.85K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-95Closed |
$8.49K - $15K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-67Closed |
$5.99K - $10.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-63Closed |
$5.63K - $9.95K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-56Closed |
$5K - $8.85K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-55Closed |
$4.91K - $8.69K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-46Closed |
$4.11K - $7.27K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-28Closed |
$2.5K - $4.42K
|
0
$0
|