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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
160New |
$4.48K - $18.2K
|
160
$10.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
80+ 8000.0% |
$2.24K - $9.11K
|
81
$5.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
53+ 407.69% |
$1.48K - $6.03K
|
66
$4.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
30New |
$840 - $3.42K
|
30
$2K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 100.0% |
$280 - $1.14K
|
20
$1.33K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$140 - $569
|
5
$333
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.01% |
$112 - $455
|
31.3K
$2.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
15.7KNew |
$1.4M - $2.48M
|
15.7K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.8KNew |
$1.05M - $1.86M
|
11.8K
$786K
|
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
11.6KNew |
$1.03M - $1.83M
|
11.6K
$772K
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.2K+ 1.63% |
$286K - $506K
|
199K
$13.3M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.87KNew |
$167K - $296K
|
1.87K
$125K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
400+ 200.0% |
$35.7K - $63.2K
|
600
$40K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
CALL |
200New |
$17.9K - $31.6K
|
200
$13.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200New |
$17.9K - $31.6K
|
200
$13.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
41New |
$3.66K - $6.48K
|
41
$2.73K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
35New |
$3.13K - $5.53K
|
35
$2.33K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24New |
$2.14K - $3.79K
|
24
$1.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
20+ 33.33% |
$1.79K - $3.16K
|
80
$5.33K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11New |
$983 - $1.74K
|
11
$733
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
8+ 26.67% |
$715 - $1.26K
|
38
$2.53K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
15KNew |
$1.97M - $5.85M
|
15K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.25KNew |
$427K - $1.27M
|
3.25K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.82KNew |
$239K - $710K
|
1.82K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
PUT |
1.5KNew |
$197K - $585K
|
1.5K
$100K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
PUT |
700New |
$92.1K - $273K
|
700
$46.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
185+ 10.54% |
$24.3K - $72.2K
|
1.94K
$129K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
91+ 182.0% |
$12K - $35.5K
|
141
$9.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
50New |
$6.58K - $19.5K
|
50
$3.33K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24New |
$3.16K - $9.36K
|
24
$1.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
22New |
$2.89K - $8.58K
|
22
$1.47K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20New |
$2.63K - $7.8K
|
20
$1.33K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17New |
$2.24K - $6.63K
|
17
$1.13K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
15+ 75.0% |
$1.97K - $5.85K
|
35
$2.33K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 150.0% |
$1.18K - $3.51K
|
15
$1K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5New |
$658 - $1.95K
|
5
$333
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.83M - $8.41M
|
25K
$1.67M
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
9.17KNew |
$1.04M - $3.08M
|
9.17K
$611K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$283K - $841K
|
2.5K
$167K
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2KNew |
$226K - $673K
|
2K
$133K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
2KNew |
$226K - $673K
|
2K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
PUT |
1.2KNew |
$136K - $404K
|
1.2K
$80K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
300New |
$33.9K - $101K
|
300
$20K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
150New |
$17K - $50.5K
|
150
$10K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
117+ 835.71% |
$13.2K - $39.4K
|
131
$8.73K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
73New |
$8.26K - $24.6K
|
73
$4.87K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$6.11K - $18.2K
|
54
$3.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
1KNew |
$84.1K - $170K
|
1K
$66.7K
|
|