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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$20.9 - $47.3
|
1
$38.7
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
86New |
$1.79K - $4.07K
|
86
$3.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-61.6K- 59.29% |
$1.29M - $2.91M
|
42.3K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.34KNew |
$111K - $253K
|
5.34K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.22K+ 86.61% |
$172K - $389K
|
17.7K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
PUT |
-1.95K- 59.09% |
$40.7K - $92.3K
|
1.35K
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.88K+ 58.67% |
$185K - $420K
|
24K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
179KNew |
$3.73M - $8.45M
|
179K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
52.4KNew |
$1.09M - $2.48M
|
52.4K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
64+ 160.0% |
$1.34K - $3.03K
|
104
$4.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.5KNew |
$31.3K - $71K
|
1.5K
$58.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8K- 10.0% |
$167K - $378K
|
72K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$3.87K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.36K- 26.65% |
$195K - $443K
|
25.8K
$998K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.23K- 23.73% |
$25.7K - $58.3K
|
3.96K
$153K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.35K- 45.85% |
$174K - $395K
|
9.86K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98KNew |
$167K - $377K
|
7.98K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
369New |
$7.7K - $17.5K
|
369
$14.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
34New |
$710 - $1.61K
|
34
$1.32K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
220New |
$4.59K - $10.4K
|
220
$8.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
78.2K+ 83.8% |
$1.63M - $3.7M
|
172K
$6.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
296+ 5.18% |
$6.18K - $14K
|
6.01K
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 85.71% |
$626 - $1.42K
|
65
$2.52K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
35New |
$730 - $1.66K
|
35
$1.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
71New |
$1.48K - $3.36K
|
71
$2.75K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
17New |
$355 - $804
|
17
$658
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
5KNew |
$104K - $237K
|
5K
$194K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
11KNew |
$230K - $520K
|
11K
$426K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-600- 27.27% |
$12.5K - $28.4K
|
1.6K
$62K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.2KNew |
$150K - $341K
|
7.2K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-430- 6.03% |
$8.97K - $20.3K
|
6.71K
$260K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
15New |
$313 - $710
|
15
$581
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 50.0% |
$4.17K - $9.46K
|
200
$7.74K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$398 - $1.08K
|
15
$581
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100+ 76.92% |
$2.66K - $7.21K
|
230
$8.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4+ 7.84% |
$106 - $288
|
55
$2.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
PUT |
25KNew |
$664K - $1.8M
|
25K
$968K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-75K- 42.86% |
$1.99M - $5.41M
|
100K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.95K+ 114.61% |
$78.3K - $213K
|
5.52K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.8KNew |
$47.8K - $130K
|
1.8K
$69.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
22KNew |
$583K - $1.58M
|
22K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.12K- 52.41% |
$29.7K - $80.7K
|
1.02K
$39.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5New |
$133 - $360
|
5
$194
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
92+ 836.36% |
$2.44K - $6.63K
|
103
$3.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
30.1K+ 394.65% |
$798K - $2.17M
|
37.7K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-579- 94.92% |
$15.4K - $41.7K
|
31
$1.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-502- 70.01% |
$13.3K - $36.2K
|
215
$8.32K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$106 - $288
|
4
$155
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
60New |
$1.59K - $4.33K
|
60
$2.32K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.03K- 99.51% |
$27.2K - $73.9K
|
5
$194
|
|