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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.87K- 35.53% |
$136K - $554K
|
8.83K
$589K
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-4.71KClosed |
$132K - $536K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.6KClosed |
$129K - $524K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-4.57KClosed |
$128K - $521K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.37KClosed |
$122K - $498K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.31KClosed |
$121K - $491K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26KClosed |
$119K - $485K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.19KClosed |
$117K - $477K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.04KClosed |
$113K - $460K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.01KClosed |
$112K - $457K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-4.01KClosed |
$112K - $456K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-4KClosed |
$112K - $455K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-3.98KClosed |
$111K - $453K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.94KClosed |
$110K - $449K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
- |
-3.93KClosed |
$110K - $447K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-3.87KClosed |
$108K - $441K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-3.82KClosed |
$107K - $435K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-3.8KClosed |
$106K - $433K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.77KClosed |
$106K - $429K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.73KClosed |
$104K - $424K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
CALL |
-3.7KClosed |
$104K - $421K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$99.1K - $403K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$99K - $402K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.52KClosed |
$98.6K - $401K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.52KClosed |
$98.6K - $401K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.48KClosed |
$97.4K - $396K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.47KClosed |
$97K - $395K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.44KClosed |
$96.4K - $392K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.44KClosed |
$96.3K - $392K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.44KClosed |
$96.2K - $391K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.2KClosed |
$89.7K - $365K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.05KClosed |
$85.5K - $347K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3.04KClosed |
$85.2K - $346K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-3KClosed |
$84K - $342K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3KClosed |
$84K - $342K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.92KClosed |
$81.7K - $332K
|
0
$0
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.92K- 21.34% |
$81.6K - $332K
|
10.8K
$717K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.87KClosed |
$80.3K - $326K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.79KClosed |
$78.1K - $318K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.63KClosed |
$73.5K - $299K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.43KClosed |
$68K - $276K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.4KClosed |
$67.2K - $273K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-2.35KClosed |
$65.8K - $268K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-2.26KClosed |
$63.2K - $257K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$61.6K - $251K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.19KClosed |
$61.4K - $250K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.17KClosed |
$60.9K - $248K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.1KClosed |
$58.8K - $239K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-2.09KClosed |
$58.6K - $238K
|
0
$0
|