Latest Institutional Sells of Upstart Holdings, Inc. (UPST)
This list provides information on the latest institutional transactions involving Upstart Holdings, Inc. (UPST) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-107- 34.74% |
$4.04K - $9.04K
|
201
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-100- 0.28% |
$3.78K - $8.45K
|
35.6K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 32.26% |
$3.78K - $8.45K
|
210
$14K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 22.12% |
$3.78K - $8.45K
|
352
$23.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.62% |
$3.51K - $7.85K
|
15K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-81- 1.57% |
$3.06K - $6.84K
|
5.08K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-80- 0.39% |
$3.02K - $6.76K
|
20.5K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 12.86% |
$2.38K - $5.32K
|
427
$28.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-50- 33.33% |
$1.89K - $4.22K
|
100
$6.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-45- 31.03% |
$1.7K - $3.8K
|
100
$6.67K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-44- 23.16% |
$1.66K - $3.72K
|
146
$9.73K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 50.0% |
$1.13K - $2.53K
|
30
$2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.86% |
$264 - $591
|
809
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 1.05% |
$75.6 - $169
|
188
$12.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
PUT |
-200K- 66.67% |
$4.58M - $8.82M
|
100K
$6.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-167K- 74.85% |
$3.83M - $7.38M
|
56.2K
$3.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-144K- 97.21% |
$3.3M - $6.36M
|
4.13K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-90.8K- 60.54% |
$2.08M - $4.01M
|
59.2K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-72.9K- 28.59% |
$1.67M - $3.22M
|
182K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-16.6K- 6.37% |
$380K - $732K
|
244K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-12.3K- 69.95% |
$281K - $541K
|
5.27K
$351K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.36K- 9.78% |
$214K - $413K
|
86.4K
$5.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.89K- 16.75% |
$158K - $304K
|
34.2K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4K- 22.22% |
$91.6K - $176K
|
14K
$933K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.93K- 16.17% |
$67.2K - $129K
|
15.2K
$1.01M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-615- 0.79% |
$14.1K - $27.1K
|
77K
$5.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-494- 75.65% |
$11.3K - $21.8K
|
159
$10.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 87.8% |
$1.65K - $3.18K
|
10
$667
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-59- 6.73% |
$1.35K - $2.6K
|
818
$54.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 43.48% |
$1.15K - $2.21K
|
65
$4.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35- 85.37% |
$802 - $1.54K
|
6
$400
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11- 5.5% |
$252 - $485
|
189
$12.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-2- 25.0% |
$45.8 - $88.2
|
6
$400
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-172K- 91.35% |
$3.73M - $4.93M
|
16.3K
$1.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.1K- 99.51% |
$436K - $576K
|
100
$6.67K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 94.14% |
$31.3K - $41.3K
|
90
$6K
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-79- 7.98% |
$1.71K - $2.26K
|
911
$60.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 87.72% |
$1.08K - $1.43K
|
7
$467
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 1.41% |
$64.9 - $85.8
|
210
$14K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-213K- 85.36% |
$4.95M - $8.26M
|
36.5K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.04K- 22.56% |
$187K - $312K
|
27.6K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-7.5K- 62.5% |
$174K - $291K
|
4.5K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26K- 8.77% |
$99.1K - $165K
|
44.4K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-3.2K- 17.39% |
$74.4K - $124K
|
15.2K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.17K- 17.27% |
$73.7K - $123K
|
15.2K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-223- 0.31% |
$5.18K - $8.65K
|
71.6K
$4.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-181- 83.8% |
$4.21K - $7.02K
|
35
$2.33K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-142- 3.41% |
$3.3K - $5.51K
|
4.02K
$268K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 39.76% |
$767 - $1.28K
|
50
$3.33K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-31- 4.21% |
$721 - $1.2K
|
705
$47K
|
|