Latest Institutional Sells 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 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
Aug 11, 2022 Q2 2022
Simplify Asset Management Inc.

New York, NY
SELL
 -
-2.05K
Closed
$57.4K - $233K
0 $0
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-2.04K
Closed
$57.1K - $232K
0 $0
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

SELL
 -
-2.04K
Closed
$57K - $232K
0 $0
Aug 15, 2022 Q2 2022
Permian Investment Partners, LP

New York, NY
SELL
 -
-2.01K
Closed
$56.3K - $229K
0 $0
Aug 03, 2022 Q2 2022
Lgt Fund Management CO Ltd.

SELL
 -
-2K
Closed
$56K - $228K
0 $0
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

SELL
 -
-2K
Closed
$56K - $228K
0 $0
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-1.97K
Closed
$55.1K - $224K
0 $0
Aug 15, 2022 Q2 2022
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-1.97K
Closed
$55.1K - $224K
0 $0
Aug 15, 2022 Q2 2022
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-1.92K
Closed
$53.9K - $219K
0 $0
Jul 13, 2022 Q2 2022
Sumitomo Mitsui Ds Asset Management Company, LTD

SELL
 -
-1.86K
Closed
$52.1K - $212K
0 $0
Jul 29, 2022 Q2 2022
Emerald Mutual Fund Advisers Trust

SELL
 -
-1.75K
Closed
$49K - $199K
0 $0
Aug 12, 2022 Q2 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.6K
Closed
$44.8K - $182K
0 $0
Aug 16, 2022 Q2 2022
Apollo Management Holdings, L.P.

New York, NY
SELL
 -
-1.34K
Closed
$37.4K - $152K
0 $0
Aug 08, 2022 Q2 2022
Knuff & CO LLC

Foster City, CA
SELL
 -
-1.2K
Closed
$33.6K - $137K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.16K
Closed
$32.4K - $132K
0 $0
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 CALL
-1K
Closed
$28K - $114K
0 $0
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-755
- 51.89%
$21.1K - $86K
700 $46.7K
Jul 20, 2022 Q2 2022
Umb Bank, N.A.

SELL
 -
-502
- 13.62%
$14.1K - $57.2K
3.18K $212K
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-449
Closed
$12.6K - $51.1K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-426
Closed
$11.9K - $48.5K
0 $0
Nov 15, 2022 Q2 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-416
Closed
$11.6K - $47.4K
0 $0
Jul 12, 2022 Q2 2022
Pinnacle Bancorp, Inc.

SELL
 -
-395
Closed
$11.1K - $45K
0 $0
Aug 12, 2022 Q2 2022
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-287
Closed
$8.04K - $32.7K
0 $0
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-278
Closed
$7.78K - $31.7K
0 $0
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

SELL
 -
-263
Closed
$7.36K - $29.9K
0 $0
Aug 15, 2022 Q2 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-239
Closed
$6.69K - $27.2K
0 $0
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

SELL
 -
-218
- 92.37%
$6.1K - $24.8K
18 $1.2K
Jul 25, 2022 Q2 2022
Hc Financial Advisors Inc

SELL
 -
-180
Closed
$5.04K - $20.5K
0 $0
Aug 11, 2022 Q2 2022
Clearstead Trust, LLC

Portland, ME
SELL
 -
-112
Closed
$3.14K - $12.8K
0 $0
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-100
Closed
$2.8K - $11.4K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-95
Closed
$2.66K - $10.8K
0 $0
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

SELL
 -
-85
- 68.0%
$2.38K - $9.68K
40 $2.67K
Jul 19, 2022 Q2 2022
Econ Financial Services Corp

SELL
 -
-54
Closed
$1.51K - $6.15K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-50
Closed
$1.4K - $5.69K
0 $0
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 -
-50
Closed
$1.4K - $5.69K
0 $0
Jul 11, 2022 Q2 2022
Piscataqua Savings Bank

SELL
 -
-50
Closed
$1.4K - $5.69K
0 $0
Aug 05, 2022 Q2 2022
Loomis Sayles & CO L P

SELL
 -
-48
Closed
$1.34K - $5.46K
0 $0
Jul 21, 2022 Q2 2022
Ogorek Anthony Joseph

SELL
 -
-35
Closed
$980 - $3.98K
0 $0
Jul 14, 2022 Q2 2022
Pittenger & Anderson Inc

SELL
 -
-26
Closed
$728 - $2.96K
0 $0
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-20
Closed
$560 - $2.28K
0 $0
Jul 08, 2022 Q2 2022
City Holding CO

SELL
 -
-20
Closed
$560 - $2.28K
0 $0
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-13
- 18.31%
$364 - $1.48K
58 $3.87K
Aug 04, 2022 Q2 2022
Harvest Group Wealth Management, LLC

SELL
 -
-11
Closed
$308 - $1.25K
0 $0
Aug 11, 2022 Q2 2022
Berkshire Capital Holdings Inc

San Jose, CA
SELL
 -
-10
Closed
$280 - $1.14K
0 $0
Jul 21, 2022 Q2 2022
Tradewinds Capital Management, LLC

SELL
 -
-7
- 12.28%
$196 - $797
50 $3.33K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-6
- 20.69%
$168 - $683
23 $1.53K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-5
- 50.0%
$140 - $569
5 $333
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-2
Closed
$56 - $228
0 $0
Jul 21, 2022 Q2 2022
Mizuho Securities Co. Ltd.

SELL
 -
-1
- 3.03%
$28 - $114
32 $2.13K

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