Latest Institutional Transactions on Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

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
Jul 12, 2022 Q2 2022
Iam Advisory, LLC

SELL
 -
-3.82K
Closed
$107K - $435K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-95
Closed
$2.66K - $10.8K
0 $0
Jul 12, 2022 Q2 2022
Pinnacle Bancorp, Inc.

SELL
 -
-395
Closed
$11.1K - $45K
0 $0
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

BUY
 CALL
30
New
$840 - $3.42K
30 $1.85K
Jul 11, 2022 Q2 2022
Paradiem, LLC

SELL
 -
-30K
Closed
$839K - $3.41M
0 $0
Jul 11, 2022 Q2 2022
Piscataqua Savings Bank

SELL
 -
-50
Closed
$1.4K - $5.69K
0 $0
Jul 11, 2022 Q2 2022
Renaissance Capital LLC

SELL
 -
-15.1K
Closed
$422K - $1.72M
0 $0
Jul 08, 2022 Q2 2022
City Holding CO

SELL
 -
-20
Closed
$560 - $2.28K
0 $0
Q1 2022
Feb 20, 2025 Q1 2022
Clare Market Investments LLC

Dallas, TX
SELL
 -
-1.99K
Closed
$178K - $314K
0 $0
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-3
Closed
$268 - $474
0 $0
Jan 02, 2024 Q1 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 CALL
200
New
$17.9K - $31.6K
200 $12.3K
Nov 07, 2023 Q1 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
11
New
$983 - $1.74K
11 $679
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
1.87K
New
$167K - $296K
1.87K $115K
Jul 21, 2022 Q1 2022
Gould Capital, LLC

BUY
 -
8
+ 26.67%
$715 - $1.26K
38 $2.34K
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-104
Closed
$9.29K - $16.4K
0 $0
May 17, 2022 Q1 2022
Sender CO & Partners, Inc.

New York, NY
SELL
 -
-8.96K
Closed
$800K - $1.42M
0 $0
May 16, 2022 Q1 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-102K
- 98.4%
$9.07M - $16M
1.65K $102K
May 16, 2022 Q1 2022
Impax Asset Management Group PLC

SELL
 -
-1.48K
Closed
$132K - $234K
0 $0
May 16, 2022 Q1 2022
Advisory Research Inc

Chicago, IL
SELL
 -
-6.74K
- 61.62%
$602K - $1.06M
4.2K $259K
May 16, 2022 Q1 2022
Two Sigma Investments, LP

New York, NY
SELL
 PUT
-188K
Closed
$16.8M - $29.7M
0 $0
May 16, 2022 Q1 2022
Css LLC

Chicago, IL
SELL
 -
-1.33K
Closed
$119K - $211K
0 $0
May 16, 2022 Q1 2022
Jefferies Group LLC

New York, NY
SELL
 -
-814
Closed
$72.7K - $129K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-67
Closed
$5.99K - $10.6K
0 $0
May 16, 2022 Q1 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-11.2K
Closed
$1M - $1.77M
0 $0
May 16, 2022 Q1 2022
Stokes Family Office, LLC

SELL
 -
-1.68K
Closed
$150K - $265K
0 $0
May 16, 2022 Q1 2022
Daniel Loeb Third Point LLC | New York, Ny
SELL
 -
-4M
Closed
$357M - $632M
0 $0
May 16, 2022 Q1 2022
Atlas Principals, LLC

Charlotte, NC
SELL
 -
-18K
Closed
$1.61M - $2.84M
0 $0
May 16, 2022 Q1 2022
Atlas Principals, LLC

Charlotte, NC
SELL
 CALL
-20K
Closed
$1.79M - $3.16M
0 $0
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-55
Closed
$4.91K - $8.69K
0 $0
May 16, 2022 Q1 2022
Alps Advisors Inc

Denver, CO
SELL
 -
-1.38K
Closed
$123K - $218K
0 $0
May 16, 2022 Q1 2022
Shanda Asset Management Holdings LTD

Singapore, U0
SELL
 CALL
-40K
Closed
$3.57M - $6.32M
0 $0
May 16, 2022 Q1 2022
Capital World Investors

Los Angeles, CA
SELL
 -
-50K
Closed
$4.47M - $7.9M
0 $0
May 16, 2022 Q1 2022
Worldquant Millennium Advisors LLC

New York, NY
SELL
 -
-78.7K
Closed
$7.03M - $12.4M
0 $0
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
SELL
 -
-10
Closed
$893 - $1.58K
0 $0
May 16, 2022 Q1 2022
Crawford Lake Capital Management, LLC

Lakewood, NJ
SELL
 -
-59.4K
Closed
$5.31M - $9.38M
0 $0
May 13, 2022 Q1 2022
Uss Investment Management LTD

BUY
 -
11.6K
New
$1.03M - $1.83M
11.6K $714K
May 13, 2022 Q1 2022
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.25K
- 6.69%
$112K - $198K
17.5K $1.08M
May 13, 2022 Q1 2022
Jasper Ridge Partners, L.P.

Menlo Park, CA
SELL
 -
-1.62K
Closed
$145K - $256K
0 $0
May 13, 2022 Q1 2022
Alpine Global Management, LLC

New York, NY
SELL
 -
-6.92K
Closed
$618K - $1.09M
0 $0
May 13, 2022 Q1 2022
Prudential PLC

London, England, X0
SELL
 -
-7.49K
Closed
$669K - $1.18M
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1K
Closed
$89.3K - $158K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 CALL
-1K
Closed
$89.3K - $158K
0 $0
May 12, 2022 Q1 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-18.5K
Closed
$1.65M - $2.93M
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.65K
Closed
$148K - $261K
0 $0
May 12, 2022 Q1 2022
Delta Asset Management LLC

Memphis, TN
SELL
 -
-50
Closed
$4.47K - $7.9K
0 $0
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-63
Closed
$5.63K - $9.95K
0 $0
May 12, 2022 Q1 2022
Boulder Hill Capital Management LP

New York, NY
SELL
 -
-2.6K
Closed
$232K - $411K
0 $0
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
11.8K
New
$1.05M - $1.86M
11.8K $727K
May 11, 2022 Q1 2022
Legacy Advisors, LLC

SELL
 -
-1.71K
Closed
$153K - $270K
0 $0

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