Latest Institutional Transactions on Upstart Holdings, Inc. (UPST)
This table provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
700New |
$8.58K - $17.4K
|
700
$43.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5New |
$61.3 - $125
|
5
$308
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
178New |
$2.18K - $4.43K
|
178
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
230KNew |
$2.82M - $5.74M
|
230K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$12.3K - $24.9K
|
1K
$61.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
- |
-5K- 15.43% |
$61.3K - $125K
|
27.4K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1MNew |
$12.3M - $24.9M
|
1M
$61.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$613 - $1.25K
|
50
$3.08K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.1KNew |
$123K - $251K
|
10.1K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
600New |
$7.35K - $14.9K
|
600
$37K
|
|
|
Feb 13, 2023
Q4 2022
|
Antipodean Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$123K - $249K
|
10K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
497+ 2.0% |
$6.09K - $12.4K
|
25.4K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$85.8 - $174
|
7
$432
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
30New |
$368 - $747
|
30
$1.85K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
10New |
$123 - $249
|
10
$617
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
10KNew |
$123K - $249K
|
10K
$617K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
392KNew |
$4.8M - $9.75M
|
392K
$24.2M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-26.7K- 17.66% |
$327K - $664K
|
124K
$7.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 33.33% |
$613 - $1.25K
|
100
$6.17K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$49 - $99.6
|
4
$247
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
3New |
$36.8 - $74.7
|
3
$185
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 83.33% |
$613 - $1.25K
|
10
$617
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-12Closed |
$147 - $299
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$85.8 - $174
|
7
$432
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
55+ 220.0% |
$674 - $1.37K
|
80
$4.94K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 20.0% |
$12.3 - $24.9
|
4
$247
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 50.0% |
$1.23K - $2.49K
|
100
$6.17K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 16.67% |
$61.3 - $125
|
25
$1.54K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500New |
$6.13K - $12.5K
|
500
$30.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$184 - $374
|
15
$925
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
300New |
$3.68K - $7.47K
|
300
$18.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
150New |
$1.84K - $3.74K
|
150
$9.25K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19New |
$233 - $473
|
19
$1.17K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$613 - $1.25K
|
50
$3.08K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$907 - $1.84K
|
74
$4.57K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
90New |
$1.1K - $2.24K
|
90
$5.55K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
59New |
$723 - $1.47K
|
59
$3.64K
|
|
| Q3 2022 | |||||||
|
Dec 09, 2024
Q3 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-7.04KClosed |
$146K - $255K
|
0
$0
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
90New |
$1.87K - $3.27K
|
90
$5.55K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 83.83% |
$233K - $406K
|
24.6K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.76K+ 61.87% |
$98.9K - $173K
|
12.4K
$768K
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
15KNew |
$312K - $544K
|
15K
$925K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
PUT |
-162- 95.86% |
$3.37K - $5.88K
|
7
$432
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-66- 5.28% |
$1.37K - $2.39K
|
1.19K
$73.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
75KNew |
$1.56M - $2.72M
|
75K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
103KNew |
$2.15M - $3.75M
|
103K
$6.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$41.6 - $72.6
|
800
$49.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
375+ 159.57% |
$7.8K - $13.6K
|
610
$37.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.69K+ 12.1% |
$35.2K - $61.3K
|
15.7K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Viking Global Investors LP
|
BUY
|
- |
1MNew |
$20.8M - $36.3M
|
1M
$61.7M
|
|