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 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
15.1K+ 68.64% |
$195K - $360K
|
37.1K
$2.47M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10KNew |
$129K - $239K
|
10K
$667K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$14.8K - $27.4K
|
1.15K
$76.5K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
1KNew |
$12.9K - $23.9K
|
1K
$66.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
500New |
$6.45K - $11.9K
|
500
$33.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
355+ 87.87% |
$4.58K - $8.47K
|
759
$50.6K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
343+ 127.99% |
$4.42K - $8.18K
|
611
$40.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
300+ 100.0% |
$3.87K - $7.16K
|
600
$40K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.72% |
$2.84K - $5.25K
|
30.8K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
200New |
$2.58K - $4.77K
|
200
$13.3K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
23+ 115.0% |
$296 - $549
|
43
$2.87K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$245 - $453
|
19
$1.27K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
16New |
$206 - $382
|
16
$1.07K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$51.6 - $95.4
|
4
$267
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1MNew |
$12.3M - $24.9M
|
1M
$66.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
392KNew |
$4.8M - $9.75M
|
392K
$26.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
230KNew |
$2.82M - $5.74M
|
230K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.1KNew |
$123K - $251K
|
10.1K
$671K
|
|
|
Feb 13, 2023
Q4 2022
|
Antipodean Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$123K - $249K
|
10K
$667K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
10KNew |
$123K - $249K
|
10K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$12.3K - $24.9K
|
1K
$66.7K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
700New |
$8.58K - $17.4K
|
700
$46.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
600New |
$7.35K - $14.9K
|
600
$40K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500New |
$6.13K - $12.5K
|
500
$33.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
497+ 2.0% |
$6.09K - $12.4K
|
25.4K
$1.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
300New |
$3.68K - $7.47K
|
300
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
178New |
$2.18K - $4.43K
|
178
$11.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
150New |
$1.84K - $3.74K
|
150
$10K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
90New |
$1.1K - $2.24K
|
90
$6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$907 - $1.84K
|
74
$4.93K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
59New |
$723 - $1.47K
|
59
$3.93K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
55+ 220.0% |
$674 - $1.37K
|
80
$5.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$613 - $1.25K
|
50
$3.33K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$613 - $1.25K
|
50
$3.33K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
30New |
$368 - $747
|
30
$2K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19New |
$233 - $473
|
19
$1.27K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$184 - $374
|
15
$1K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
10New |
$123 - $249
|
10
$667
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$85.8 - $174
|
7
$467
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$85.8 - $174
|
7
$467
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5New |
$61.3 - $125
|
5
$333
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$49 - $99.6
|
4
$267
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
3New |
$36.8 - $74.7
|
3
$200
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Viking Global Investors LP
|
BUY
|
- |
1MNew |
$20.8M - $36.3M
|
1M
$66.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
103KNew |
$2.15M - $3.75M
|
103K
$6.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
75KNew |
$1.56M - $2.72M
|
75K
$5M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
45.4K+ 75.66% |
$944K - $1.65M
|
105K
$7.03M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
CALL |
40KNew |
$832K - $1.45M
|
40K
$2.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
28K+ 31.27% |
$582K - $1.02M
|
117K
$7.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Must Asset Management Inc.
|
BUY
|
- |
25.1KNew |
$521K - $910K
|
25.1K
$1.67M
|
|