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
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

SELL
 -
-1.98K
Closed
$177K - $313K
0 $0
May 11, 2022 Q1 2022
Legacy Advisors, LLC

SELL
 -
-1.71K
Closed
$153K - $270K
0 $0
May 16, 2022 Q1 2022
Stokes Family Office, LLC

SELL
 -
-1.68K
Closed
$150K - $265K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.65K
Closed
$148K - $261K
0 $0
May 13, 2022 Q1 2022
Jasper Ridge Partners, L.P.

Menlo Park, CA
SELL
 -
-1.62K
Closed
$145K - $256K
0 $0
Apr 20, 2022 Q1 2022
Essex LLC

SELL
 -
-1.6K
Closed
$143K - $253K
0 $0
May 28, 2025 Q1 2022
Wealth Management Associates, Inc.

Cherry Hill, NJ
SELL
 -
-1.57K
Closed
$141K - $249K
0 $0
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-1.51K
Closed
$134K - $238K
0 $0
Apr 19, 2022 Q1 2022
Highland Capital Management, LLC

SELL
 -
-1.5K
Closed
$134K - $237K
0 $0
May 16, 2022 Q1 2022
Impax Asset Management Group PLC

SELL
 -
-1.48K
Closed
$132K - $234K
0 $0
May 16, 2022 Q1 2022
Alps Advisors Inc

Denver, CO
SELL
 -
-1.38K
Closed
$123K - $218K
0 $0
May 11, 2022 Q1 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-1.37K
Closed
$122K - $216K
0 $0
May 06, 2022 Q1 2022
Mirador Capital Partners LP

SELL
 -
-1.35K
Closed
$121K - $213K
0 $0
Apr 18, 2022 Q1 2022
Insight Folios Inc

SELL
 -
-1.34K
Closed
$120K - $212K
0 $0
May 16, 2022 Q1 2022
Css LLC

Chicago, IL
SELL
 -
-1.33K
Closed
$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 $1.37M
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1K
Closed
$89.3K - $158K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 CALL
-1K
Closed
$89.3K - $158K
0 $0
Apr 25, 2022 Q1 2022
Center Star Asset Management, LLC

SELL
 CALL
-1K
Closed
$89.3K - $158K
0 $0
May 16, 2022 Q1 2022
Jefferies Group LLC

New York, NY
SELL
 -
-814
Closed
$72.7K - $129K
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-487
Closed
$43.5K - $76.9K
0 $0
Apr 27, 2022 Q1 2022
Krs Capital Management, LLC

SELL
 -
-255
Closed
$22.8K - $40.3K
0 $0
Apr 25, 2022 Q1 2022
Fny Investment Advisers, LLC

SELL
 CALL
-250
Closed
$22.3K - $39.5K
0 $0
May 02, 2022 Q1 2022
Outfitter Financial LLC

SELL
 -
-165
Closed
$14.7K - $26.1K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-104
Closed
$9.29K - $16.4K
0 $0
May 09, 2022 Q1 2022
Cypress Capital Management LLC (Wy)

SELL
 -
-95
Closed
$8.49K - $15K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-67
Closed
$5.99K - $10.6K
0 $0
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-63
Closed
$5.63K - $9.95K
0 $0
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-56
Closed
$5K - $8.85K
0 $0
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-55
Closed
$4.91K - $8.69K
0 $0
May 12, 2022 Q1 2022
Delta Asset Management LLC

Memphis, TN
SELL
 -
-50
Closed
$4.47K - $7.9K
0 $0
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

SELL
 -
-50
Closed
$4.47K - $7.9K
0 $0
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-50
Closed
$4.47K - $7.9K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-50
Closed
$4.47K - $7.9K
0 $0
May 04, 2022 Q1 2022
Motley Fool Asset Management LLC

Alexandria, VA
SELL
 -
-46
Closed
$4.11K - $7.27K
0 $0
May 10, 2022 Q1 2022
Agf Investments Inc.

Toronto, A6
SELL
 -
-28
Closed
$2.5K - $4.42K
0 $0
May 10, 2022 Q1 2022
Howe & Rusling Inc

Rochester, NY
SELL
 -
-25
Closed
$2.23K - $3.95K
0 $0
Apr 26, 2022 Q1 2022
Shore Point Advisors, LLC

SELL
 -
-25
Closed
$2.23K - $3.95K
0 $0
Apr 20, 2022 Q1 2022
Concord Wealth Partners

SELL
 -
-25
Closed
$2.23K - $3.95K
0 $0
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

SELL
 -
-20
- 3.85%
$1.79K - $3.16K
500 $39.2K
May 11, 2022 Q1 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-16
Closed
$1.43K - $2.53K
0 $0
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
SELL
 -
-10
Closed
$893 - $1.58K
0 $0
Apr 27, 2022 Q1 2022
Financial Management Professionals, Inc.

SELL
 -
-10
Closed
$893 - $1.58K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-6
Closed
$536 - $948
0 $0
May 09, 2022 Q1 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-5
Closed
$447 - $790
0 $0
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-3
Closed
$268 - $474
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Vk Services, LLC

Menlo Park, CA
SELL
 -
-2.48M
Closed
$326M - $967M
0 $0
Feb 14, 2022 Q4 2021
Whale Rock Capital Management LLC

Boston, MA
SELL
 -
-830K
Closed
$109M - $324M
0 $0
Feb 15, 2022 Q4 2021
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-563K
Closed
$74M - $220M
0 $0

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