Latest Institutional Purchases of Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

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
Oct 16, 2024 Q3 2024
Trust CO Of Vermont

BUY
 -
100
New
$2.29K - $4.41K
100 $6.67K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
70
New
$1.6K - $3.09K
70 $4.67K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
62
New
$1.42K - $2.73K
62 $4.13K
Oct 01, 2024 Q3 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
40
New
$916 - $1.76K
40 $2.67K
Oct 29, 2024 Q3 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
39
New
$893 - $1.72K
39 $2.6K
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
13
New
$298 - $573
13 $867
Nov 05, 2024 Q3 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
11
New
$252 - $485
11 $733
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
10
New
$229 - $441
10 $667
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
3
New
$68.7 - $132
3 $200
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
3
New
$68.7 - $132
3 $200
Nov 04, 2024 Q3 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1
New
$22.9 - $44.1
1 $66.7
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
319K
+ 5.97%
$6.91M - $9.13M
5.66M $378M
Aug 12, 2024 Q2 2024
Hsbc Holdings PLC

London, X0
BUY
 PUT
45K
New
$974K - $1.29M
45K $3M
Aug 14, 2024 Q2 2024
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
38.5K
+ 82.58%
$833K - $1.1M
85.1K $5.68M
Aug 09, 2024 Q2 2024
Winton Group LTD

London, X0
BUY
 -
35.7K
New
$772K - $1.02M
35.7K $2.38M
Jul 22, 2024 Q2 2024
Robeco Institutional Asset Management B.V.

BUY
 -
17.6K
+ 30.76%
$382K - $504K
75K $5M
Aug 15, 2024 Q2 2024
Gsa Capital Partners LLP

London, X0
BUY
 -
8.55K
New
$185K - $245K
8.55K $570K
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
3.5K
New
$75.7K - $100K
3.5K $233K
Aug 13, 2024 Q2 2024
Rafferty Asset Management, LLC

New York, NY
BUY
 -
2.39K
+ 15.55%
$51.7K - $68.3K
17.7K $1.18M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.68K
+ 96.21%
$36.3K - $47.9K
3.42K $228K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
1.42K
New
$30.6K - $40.5K
1.42K $94.4K
Aug 13, 2024 Q2 2024
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
654
New
$14.2K - $18.7K
654 $43.6K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
300
New
$6.49K - $8.58K
300 $20K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
300
New
$6.49K - $8.58K
300 $20K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
280
New
$6.06K - $8.01K
280 $18.7K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
195
New
$4.22K - $5.58K
195 $13K
Aug 12, 2024 Q2 2024
Amalgamated Bank

New York, NY
BUY
 -
179
+ 7.37%
$3.87K - $5.12K
2.61K $174K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
165
New
$3.57K - $4.72K
165 $11K
Jul 17, 2024 Q2 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
90
New
$1.95K - $2.57K
90 $6K
Jul 18, 2024 Q2 2024
Miracle Mile Advisors, LLC

BUY
 -
70
+ 0.17%
$1.51K - $2K
40.4K $2.7M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
50
New
$1.08K - $1.43K
50 $3.33K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
21
+ 70.0%
$454 - $600
51 $3.4K
Aug 13, 2024 Q2 2024
Fairscale Capital, LLC

Nashua, NH
BUY
 -
16
New
$346 - $457
16 $1.07K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
4
New
$86.6 - $114
4 $267
Jul 23, 2024 Q2 2024
Proffitt & Goodson Inc

BUY
 -
3
New
$64.9 - $85.8
3 $200
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
1
New
$21.6 - $28.6
1 $66.7
Q1 2024
May 15, 2024 Q1 2024
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
747K
New
$17.4M - $29M
747K $49.8M
May 14, 2024 Q1 2024
Eschler Asset Management LLP

Cambridge, X0
BUY
 -
50K
New
$1.16M - $1.94M
50K $3.33M
May 10, 2024 Q1 2024
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
11K
New
$256K - $427K
11K $733K
May 01, 2024 Q1 2024
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
8.44K
New
$196K - $327K
8.44K $563K
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
8.2K
+ 151.76%
$191K - $318K
13.6K $907K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
6.9K
+ 66.6%
$160K - $268K
17.3K $1.15M
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
713
+ 713.0%
$16.6K - $27.7K
813 $54.2K
May 01, 2024 Q1 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
630
New
$14.6K - $24.4K
630 $42K
Apr 19, 2024 Q1 2024
Valeo Financial Advisors, LLC

BUY
 -
203
+ 2.73%
$4.72K - $7.88K
7.63K $509K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
200
New
$4.65K - $7.76K
200 $13.3K
May 13, 2024 Q1 2024
American International Group, Inc.

New York, NY
BUY
 -
193
+ 0.53%
$4.49K - $7.49K
36.6K $2.44M
May 15, 2024 Q1 2024
T. Rowe Price Investment Management, Inc.

Baltimore, MD
BUY
 -
151
New
$3.51K - $5.86K
151 $10.1K
Apr 30, 2024 Q1 2024
Macroview Investment Management LLC

BUY
 -
100
New
$2.33K - $3.88K
100 $6.67K

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