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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
18.5KNew |
$384K - $670K
|
18.5K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
15KNew |
$312K - $544K
|
15K
$1M
|
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
11.6KNew |
$241K - $420K
|
11.6K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
11.4KNew |
$237K - $414K
|
11.4K
$760K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 83.83% |
$233K - $406K
|
24.6K
$1.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7K+ 466.67% |
$146K - $254K
|
8.5K
$567K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.4K+ 43.23% |
$112K - $196K
|
17.9K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.76K+ 61.87% |
$98.9K - $173K
|
12.4K
$830K
|
|
|
Oct 11, 2022
Q3 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
4.3KNew |
$89.4K - $156K
|
4.3K
$287K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.51K+ 4.61% |
$73K - $127K
|
79.7K
$5.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 3526.51% |
$60.9K - $106K
|
3.01K
$201K
|
|
|
Nov 10, 2022
Q3 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.03K+ 73.21% |
$42.3K - $73.8K
|
4.81K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.69K+ 12.1% |
$35.2K - $61.3K
|
15.7K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.27K+ 13.21% |
$26.5K - $46.2K
|
10.9K
$728K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
607+ 3.62% |
$12.6K - $22K
|
17.4K
$1.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
500+ 3.88% |
$10.4K - $18.1K
|
13.4K
$892K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
444New |
$9.23K - $16.1K
|
444
$29.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
375+ 159.57% |
$7.8K - $13.6K
|
610
$40.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
190+ 950.0% |
$3.95K - $6.89K
|
210
$14K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
125New |
$2.6K - $4.54K
|
125
$8.33K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
123New |
$2.56K - $4.46K
|
123
$8.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 86.21% |
$2.08K - $3.63K
|
216
$14.4K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
90New |
$1.87K - $3.27K
|
90
$6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
348K+ 1159.84% |
$9.74M - $39.6M
|
378K
$25.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
117K+ 603.22% |
$3.28M - $13.3M
|
137K
$9.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
100KNew |
$2.8M - $11.4M
|
100K
$6.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
61.6KNew |
$1.72M - $7.01M
|
61.6K
$4.11M
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
57K+ 57.68% |
$1.59M - $6.48M
|
156K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
29.2K+ 104.66% |
$818K - $3.32M
|
57.1K
$3.81M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$632K - $2.57M
|
22.6K
$1.51M
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
20.2K+ 680.63% |
$567K - $2.3M
|
23.2K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10KNew |
$281K - $1.14M
|
10K
$668K
|
|
|
Aug 11, 2022
Q2 2022
|
Fjarde Ap Fonden
|
BUY
|
- |
9.9K+ 157.02% |
$277K - $1.13M
|
16.2K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
PUT |
7.5K+ 13.81% |
$210K - $854K
|
61.8K
$4.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.39K+ 189.34% |
$207K - $842K
|
11.3K
$753K
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.8K+ 77.19% |
$190K - $774K
|
15.6K
$1.04M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.5KNew |
$126K - $512K
|
4.5K
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.48K+ 73.68% |
$97.4K - $396K
|
8.2K
$547K
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.43K+ 87.35% |
$95.9K - $390K
|
7.35K
$490K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.96K+ 56.52% |
$83K - $337K
|
8.21K
$547K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 42.6% |
$78.8K - $320K
|
9.42K
$628K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
2.1KNew |
$58.8K - $239K
|
2.1K
$140K
|
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.8K+ 1.49% |
$50.5K - $205K
|
123K
$8.2M
|
|
|
Aug 12, 2022
Q2 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.47K+ 23.27% |
$41.2K - $168K
|
7.8K
$520K
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 19.86% |
$36.4K - $148K
|
7.85K
$523K
|
|
|
Jul 29, 2022
Q2 2022
|
Freemont Management S.A.
|
BUY
|
- |
1.05K+ 100.0% |
$29.4K - $120K
|
2.1K
$140K
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
917+ 141.51% |
$25.7K - $104K
|
1.57K
$104K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
512New |
$14.3K - $58.3K
|
512
$34.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
400New |
$11.2K - $45.5K
|
400
$26.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
205New |
$5.74K - $23.3K
|
205
$13.7K
|
|