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 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.73K
New
$154K - $297K
6.73K $260K
Nov 13, 2024 Q3 2024
Fora Capital, LLC

Miami, FL
BUY
 -
5.05K
New
$116K - $223K
5.05K $195K
Nov 12, 2024 Q3 2024
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
5K
New
$115K - $221K
5K $194K
Nov 13, 2024 Q3 2024
West Tower Group, LLC

Richmond, VA
BUY
 -
2K
New
$45.8K - $88.2K
2K $77.4K
Oct 30, 2024 Q3 2024
Belvedere Trading LLC

BUY
 PUT
1.5K
New
$34.4K - $66.2K
1.5K $58.1K
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.17K
New
$26.8K - $51.7K
1.17K $45.3K
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
1.09K
New
$24.8K - $47.9K
1.09K $42K
Oct 31, 2024 Q3 2024
Hollencrest Capital Management

BUY
 -
1K
New
$22.9K - $44.1K
1K $38.7K
Nov 13, 2024 Q3 2024
Bnp Paribas

New York, NY
BUY
 -
900
New
$20.6K - $39.7K
900 $34.8K
Nov 08, 2024 Q3 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
825
+ 660.0%
$18.9K - $36.4K
950 $36.8K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 CALL
500
New
$11.5K - $22.1K
500 $19.4K
Nov 15, 2024 Q3 2024
Raelipskie Partnership

Waterloo, A6
BUY
 -
315
New
$7.21K - $13.9K
315 $12.2K
Nov 13, 2024 Q3 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
300
New
$6.87K - $13.2K
300 $11.6K
Oct 18, 2024 Q3 2024
Prairie View Partners, LLC

BUY
 -
300
New
$6.87K - $13.2K
300 $11.6K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
200
New
$4.58K - $8.82K
200 $7.74K
Oct 16, 2024 Q3 2024
Trust CO Of Vermont

BUY
 -
100
New
$2.29K - $4.41K
100 $3.87K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
62
New
$1.42K - $2.73K
62 $2.4K
Oct 01, 2024 Q3 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
40
New
$916 - $1.76K
40 $1.55K
Oct 29, 2024 Q3 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
39
New
$893 - $1.72K
39 $1.51K
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
13
New
$298 - $573
13 $503
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
10
New
$229 - $441
10 $387
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
3
New
$68.7 - $132
3 $116
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
3
New
$68.7 - $132
3 $116
Nov 04, 2024 Q3 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1
New
$22.9 - $44.1
1 $38.7
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
319K
+ 5.97%
$6.91M - $9.13M
5.66M $219M
Aug 12, 2024 Q2 2024
Hsbc Holdings PLC

London, X0
BUY
 PUT
45K
New
$974K - $1.29M
45K $1.74M
Aug 09, 2024 Q2 2024
Winton Group LTD

London, X0
BUY
 -
35.7K
New
$772K - $1.02M
35.7K $1.38M
Jul 22, 2024 Q2 2024
Robeco Institutional Asset Management B.V.

BUY
 -
17.6K
+ 30.76%
$382K - $504K
75K $2.9M
Aug 13, 2024 Q2 2024
Rafferty Asset Management, LLC

New York, NY
BUY
 -
2.39K
+ 15.55%
$51.7K - $68.3K
17.7K $687K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.68K
+ 96.21%
$36.3K - $47.9K
3.42K $132K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
1.42K
New
$30.6K - $40.5K
1.42K $54.8K
Aug 13, 2024 Q2 2024
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
654
New
$14.2K - $18.7K
654 $25.3K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
300
New
$6.49K - $8.58K
300 $11.6K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
300
New
$6.49K - $8.58K
300 $11.6K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
280
New
$6.06K - $8.01K
280 $10.8K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
195
New
$4.22K - $5.58K
195 $7.55K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
165
New
$3.57K - $4.72K
165 $6.39K
Jul 17, 2024 Q2 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
90
New
$1.95K - $2.57K
90 $3.48K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
50
New
$1.08K - $1.43K
50 $1.94K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
4
New
$86.6 - $114
4 $155
Jul 23, 2024 Q2 2024
Proffitt & Goodson Inc

BUY
 -
3
New
$64.9 - $85.8
3 $116
Q1 2024
May 14, 2024 Q1 2024
Eschler Asset Management LLP

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

Radnor, PA
BUY
 -
11K
New
$256K - $427K
11K $426K
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
8.2K
+ 151.76%
$191K - $318K
13.6K $527K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
6.9K
+ 66.6%
$160K - $268K
17.3K $668K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
713
+ 713.0%
$16.6K - $27.7K
813 $31.5K
May 01, 2024 Q1 2024
Fidelis Capital Partners, LLC

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

BUY
 -
203
+ 2.73%
$4.72K - $7.88K
7.63K $296K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
200
New
$4.65K - $7.76K
200 $7.74K

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