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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1MNew |
$12.3M - $24.9M
|
1M
$38.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
392KNew |
$4.8M - $9.75M
|
392K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
230KNew |
$2.82M - $5.74M
|
230K
$8.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Antipodean Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$123K - $249K
|
10K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
10KNew |
$123K - $249K
|
10K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$12.3K - $24.9K
|
1K
$38.7K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
700New |
$8.58K - $17.4K
|
700
$27.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
600New |
$7.35K - $14.9K
|
600
$23.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500New |
$6.13K - $12.5K
|
500
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
497+ 2.0% |
$6.09K - $12.4K
|
25.4K
$982K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
300New |
$3.68K - $7.47K
|
300
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
178New |
$2.18K - $4.43K
|
178
$6.89K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
150New |
$1.84K - $3.74K
|
150
$5.81K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
90New |
$1.1K - $2.24K
|
90
$3.48K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$907 - $1.84K
|
74
$2.87K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
59New |
$723 - $1.47K
|
59
$2.28K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
55+ 220.0% |
$674 - $1.37K
|
80
$3.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$613 - $1.25K
|
50
$1.94K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$613 - $1.25K
|
50
$1.94K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
30New |
$368 - $747
|
30
$1.16K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19New |
$233 - $473
|
19
$736
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$184 - $374
|
15
$581
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
10New |
$123 - $249
|
10
$387
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$85.8 - $174
|
7
$271
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$85.8 - $174
|
7
$271
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5New |
$61.3 - $125
|
5
$194
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$49 - $99.6
|
4
$155
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
3New |
$36.8 - $74.7
|
3
$116
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Viking Global Investors LP
|
BUY
|
- |
1MNew |
$20.8M - $36.3M
|
1M
$38.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
103KNew |
$2.15M - $3.75M
|
103K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
- |
75KNew |
$1.56M - $2.72M
|
75K
$2.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
45.4K+ 75.66% |
$944K - $1.65M
|
105K
$4.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
CALL |
40KNew |
$832K - $1.45M
|
40K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
28K+ 31.27% |
$582K - $1.02M
|
117K
$4.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Must Asset Management Inc.
|
BUY
|
- |
25.1KNew |
$521K - $910K
|
25.1K
$971K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
18.5KNew |
$384K - $670K
|
18.5K
$715K
|
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
11.6KNew |
$241K - $420K
|
11.6K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
11.4KNew |
$237K - $414K
|
11.4K
$441K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 83.83% |
$233K - $406K
|
24.6K
$951K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7K+ 466.67% |
$146K - $254K
|
8.5K
$329K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.4K+ 43.23% |
$112K - $196K
|
17.9K
$692K
|
|
|
Oct 11, 2022
Q3 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
4.3KNew |
$89.4K - $156K
|
4.3K
$166K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.51K+ 4.61% |
$73K - $127K
|
79.7K
$3.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 3526.51% |
$60.9K - $106K
|
3.01K
$117K
|
|
|
Nov 10, 2022
Q3 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.03K+ 73.21% |
$42.3K - $73.8K
|
4.81K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.69K+ 12.1% |
$35.2K - $61.3K
|
15.7K
$606K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
607+ 3.62% |
$12.6K - $22K
|
17.4K
$672K
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
500+ 3.88% |
$10.4K - $18.1K
|
13.4K
$518K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
444New |
$9.23K - $16.1K
|
444
$17.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
375+ 159.57% |
$7.8K - $13.6K
|
610
$23.6K
|
|