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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-11- 68.75% |
$142 - $262
|
5
$194
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
23+ 115.0% |
$296 - $549
|
43
$1.66K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
16New |
$206 - $382
|
16
$620
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.72% |
$2.84K - $5.25K
|
30.8K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
343+ 127.99% |
$4.42K - $8.18K
|
611
$23.7K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-470- 7.95% |
$6.06K - $11.2K
|
5.44K
$211K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10KNew |
$129K - $239K
|
10K
$387K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
75KNew |
$967K - $1.79M
|
75K
$2.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
200New |
$2.58K - $4.77K
|
200
$7.74K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$245 - $453
|
19
$736
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
300+ 100.0% |
$3.87K - $7.16K
|
600
$23.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
500New |
$6.45K - $11.9K
|
500
$19.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 36.23% |
$322 - $596
|
44
$1.7K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
700New |
$8.58K - $17.4K
|
700
$27.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5New |
$61.3 - $125
|
5
$194
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
178New |
$2.18K - $4.43K
|
178
$6.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
230KNew |
$2.82M - $5.74M
|
230K
$8.92M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$12.3K - $24.9K
|
1K
$38.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
- |
-5K- 15.43% |
$61.3K - $125K
|
27.4K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1MNew |
$12.3M - $24.9M
|
1M
$38.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$613 - $1.25K
|
50
$1.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
600New |
$7.35K - $14.9K
|
600
$23.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Antipodean Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$123K - $249K
|
10K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
497+ 2.0% |
$6.09K - $12.4K
|
25.4K
$982K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$85.8 - $174
|
7
$271
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
30New |
$368 - $747
|
30
$1.16K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
10New |
$123 - $249
|
10
$387
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
10KNew |
$123K - $249K
|
10K
$387K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
392KNew |
$4.8M - $9.75M
|
392K
$15.2M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-26.7K- 17.66% |
$327K - $664K
|
124K
$4.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 33.33% |
$613 - $1.25K
|
100
$3.87K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$49 - $99.6
|
4
$155
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
3New |
$36.8 - $74.7
|
3
$116
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 83.33% |
$613 - $1.25K
|
10
$387
|
|
|
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
$271
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
55+ 220.0% |
$674 - $1.37K
|
80
$3.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 50.0% |
$1.23K - $2.49K
|
100
$3.87K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-5- 16.67% |
$61.3 - $125
|
25
$968
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500New |
$6.13K - $12.5K
|
500
$19.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$184 - $374
|
15
$581
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
300New |
$3.68K - $7.47K
|
300
$11.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
150New |
$1.84K - $3.74K
|
150
$5.81K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19New |
$233 - $473
|
19
$736
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$613 - $1.25K
|
50
$1.94K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$907 - $1.84K
|
74
$2.87K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
90New |
$1.1K - $2.24K
|
90
$3.48K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
59New |
$723 - $1.47K
|
59
$2.28K
|
|
| 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
$3.48K
|
|