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 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 50.0% |
$140 - $569
|
5
$308
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.75KClosed |
$49K - $199K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Freemont Management S.A.
|
BUY
|
- |
1.05K+ 100.0% |
$29.4K - $120K
|
2.1K
$130K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 20.69% |
$168 - $683
|
23
$1.42K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-3.87KClosed |
$108K - $441K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.87K- 35.53% |
$136K - $554K
|
8.83K
$545K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
117K+ 603.22% |
$3.28M - $13.3M
|
137K
$8.42M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-45.1KClosed |
$1.26M - $5.13M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.63KClosed |
$73.5K - $299K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.52KClosed |
$98.6K - $401K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-2.09KClosed |
$58.6K - $238K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
57K+ 57.68% |
$1.59M - $6.48M
|
156K
$9.61M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-180Closed |
$5.04K - $20.5K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-6.22KClosed |
$174K - $708K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$632K - $2.57M
|
22.6K
$1.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-632KClosed |
$17.7M - $72M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.52KClosed |
$98.6K - $401K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-3.98KClosed |
$111K - $453K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.08KClosed |
$170K - $692K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.04KClosed |
$57K - $232K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-79.6KClosed |
$2.23M - $9.06M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.5KNew |
$126K - $512K
|
4.5K
$278K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 3.03% |
$28 - $114
|
32
$1.97K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35Closed |
$980 - $3.98K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7- 12.28% |
$196 - $797
|
50
$3.08K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-17.5KClosed |
$491K - $1.99M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.2KClosed |
$89.7K - $365K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$57.1K - $232K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$99K - $402K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.43KClosed |
$68K - $276K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-502- 13.62% |
$14.1K - $57.2K
|
3.18K
$196K
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.79KClosed |
$78.1K - $318K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-54Closed |
$1.51K - $6.15K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.97KClosed |
$55.1K - $224K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.73KClosed |
$104K - $424K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.19KClosed |
$61.4K - $250K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3KClosed |
$84K - $342K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.19KClosed |
$117K - $477K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$2.8K - $11.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.36KClosed |
$150K - $610K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.44KClosed |
$96.3K - $392K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
2.1KNew |
$58.8K - $239K
|
2.1K
$130K
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-2.26KClosed |
$63.2K - $257K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-26Closed |
$728 - $2.96K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-3.93KClosed |
$110K - $447K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
205New |
$5.74K - $23.3K
|
205
$12.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$99.1K - $403K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-85- 68.0% |
$2.38K - $9.68K
|
40
$2.47K
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.86KClosed |
$52.1K - $212K
|
0
$0
|