Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)
This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
193+ 0.53% |
$4.49K - $7.49K
|
36.6K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
151New |
$3.51K - $5.86K
|
151
$5.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$2.33K - $3.88K
|
100
$3.87K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
73New |
$1.7K - $2.83K
|
73
$2.83K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
59+ 45.74% |
$1.37K - $2.29K
|
188
$7.28K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
50New |
$1.16K - $1.94K
|
50
$1.94K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34New |
$791 - $1.32K
|
34
$1.32K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
27New |
$628 - $1.05K
|
27
$1.05K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23New |
$535 - $892
|
23
$891
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
15New |
$349 - $582
|
15
$581
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2New |
$46.5 - $77.6
|
2
$77.4
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 50.0% |
$23.3 - $38.8
|
3
$116
|
|
| Q4 2023 | |||||||
|
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
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
11KNew |
$230K - $520K
|
11K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.88K+ 58.67% |
$185K - $420K
|
24K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.22K+ 86.61% |
$172K - $389K
|
17.7K
$686K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98KNew |
$167K - $377K
|
7.98K
$309K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.2KNew |
$150K - $341K
|
7.2K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.34KNew |
$111K - $253K
|
5.34K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
5KNew |
$104K - $237K
|
5K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.5KNew |
$31.3K - $71K
|
1.5K
$58.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
369New |
$7.7K - $17.5K
|
369
$14.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
350New |
$7.3K - $16.6K
|
350
$13.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
296+ 5.18% |
$6.18K - $14K
|
6.01K
$233K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
220New |
$4.59K - $10.4K
|
220
$8.52K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$3.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$3.87K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
86New |
$1.79K - $4.07K
|
86
$3.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
71New |
$1.48K - $3.36K
|
71
$2.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
64+ 160.0% |
$1.34K - $3.03K
|
104
$4.03K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
35New |
$730 - $1.66K
|
35
$1.36K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
34New |
$710 - $1.61K
|
34
$1.32K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 85.71% |
$626 - $1.42K
|
65
$2.52K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
20New |
$417 - $946
|
20
$774
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
17New |
$355 - $804
|
17
$658
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
15New |
$313 - $710
|
15
$581
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$104 - $237
|
5
$194
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$20.9 - $47.3
|
1
$38.7
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
30.1K+ 394.65% |
$798K - $2.17M
|
37.7K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
PUT |
25KNew |
$664K - $1.8M
|
25K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
22KNew |
$583K - $1.58M
|
22K
$850K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.65K+ 92.37% |
$123K - $335K
|
9.68K
$375K
|
|
|
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 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100+ 76.92% |
$2.66K - $7.21K
|
230
$8.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
92+ 836.36% |
$2.44K - $6.63K
|
103
$3.99K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
60New |
$1.59K - $4.33K
|
60
$2.32K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
44New |
$1.17K - $3.17K
|
44
$1.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20New |
$531 - $1.44K
|
20
$774
|
|