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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$280 - $1.14K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
160New |
$4.48K - $18.2K
|
160
$9.87K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.39K+ 189.34% |
$207K - $842K
|
11.3K
$697K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.99KClosed |
$140K - $568K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-2.05KClosed |
$57.4K - $233K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
CALL |
-3.7KClosed |
$104K - $421K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$140 - $569
|
5
$308
|
|
|
Aug 10, 2022
Q2 2022
|
Kuvari Partners LLP
London, X0 |
SELL
|
- |
-297KClosed |
$8.31M - $33.8M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-9.26KClosed |
$259K - $1.05M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-426Closed |
$11.9K - $48.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-99.7KClosed |
$2.79M - $11.4M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.44KClosed |
$96.4K - $392K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.4KClosed |
$67.2K - $273K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 1.49% |
$50.5K - $205K
|
123K
$7.59M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
512New |
$14.3K - $58.3K
|
512
$31.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.05KClosed |
$85.5K - $347K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 42.6% |
$78.8K - $320K
|
9.42K
$581K
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.94KClosed |
$110K - $449K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-1.2KClosed |
$33.6K - $137K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-218- 92.37% |
$6.1K - $24.8K
|
18
$1.11K
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-5.09KClosed |
$142K - $579K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-240K- 60.46% |
$6.72M - $27.3M
|
157K
$9.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-48Closed |
$1.34K - $5.46K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-9.34KClosed |
$262K - $1.06M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.48KClosed |
$97.4K - $396K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
20.2K+ 680.63% |
$567K - $2.3M
|
23.2K
$1.43M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-278Closed |
$7.78K - $31.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-3KClosed |
$84K - $342K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 100.0% |
$280 - $1.14K
|
20
$1.23K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.96K+ 56.52% |
$83K - $337K
|
8.21K
$506K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$308 - $1.25K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-10.5KClosed |
$295K - $1.2M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
53+ 407.69% |
$1.48K - $6.03K
|
66
$4.07K
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2KClosed |
$56K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2KClosed |
$56K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.31KClosed |
$121K - $491K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-4.57KClosed |
$128K - $521K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.92KClosed |
$81.7K - $332K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-17.4KClosed |
$487K - $1.98M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50Closed |
$1.4K - $5.69K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
CALL |
-1KClosed |
$28K - $114K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 18.31% |
$364 - $1.48K
|
58
$3.58K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-263Closed |
$7.36K - $29.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.6KClosed |
$129K - $524K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.01KClosed |
$112K - $457K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.04KClosed |
$113K - $460K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-20Closed |
$560 - $2.28K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.44KClosed |
$96.2K - $391K
|
0
$0
|