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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-165Closed |
$14.7K - $26.1K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-104Closed |
$9.29K - $16.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-95Closed |
$8.49K - $15K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-67Closed |
$5.99K - $10.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-63Closed |
$5.63K - $9.95K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-56Closed |
$5K - $8.85K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-55Closed |
$4.91K - $8.69K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-50Closed |
$4.47K - $7.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-46Closed |
$4.11K - $7.27K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-28Closed |
$2.5K - $4.42K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25Closed |
$2.23K - $3.95K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-25Closed |
$2.23K - $3.95K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-25Closed |
$2.23K - $3.95K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20- 3.85% |
$1.79K - $3.16K
|
500
$33.3K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16Closed |
$1.43K - $2.53K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10Closed |
$893 - $1.58K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10Closed |
$893 - $1.58K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6Closed |
$536 - $948
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$447 - $790
|
0
$0
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3Closed |
$268 - $474
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Vk Services, LLC
Menlo Park, CA |
SELL
|
- |
-2.48MClosed |
$326M - $967M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Whale Rock Capital Management LLC
Boston, MA |
SELL
|
- |
-830KClosed |
$109M - $324M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-563KClosed |
$74M - $220M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-377KClosed |
$49.6M - $147M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-93KClosed |
$12.2M - $36.3M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Regents Of The University Of California
|
SELL
|
- |
-78.4KClosed |
$10.3M - $30.6M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-52.3KClosed |
$6.88M - $20.4M
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-51.9KClosed |
$6.82M - $20.2M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Islet Management, LP
New York, NY |
SELL
|
PUT |
-50KClosed |
$6.58M - $19.5M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-48.2K- 98.17% |
$6.34M - $18.8M
|
900
$60K
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
SELL
|
PUT |
-42.5KClosed |
$5.59M - $16.6M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Scout Investments, Inc.
|
SELL
|
- |
-35KClosed |
$4.61M - $13.7M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-34KClosed |
$4.47M - $13.3M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Battery Management Corp.
Boston, MA |
SELL
|
- |
-33.5KClosed |
$4.41M - $13.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-17.5KClosed |
$2.31M - $6.84M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-14KClosed |
$1.84M - $5.46M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Dumac, Inc.
Durham, NC |
SELL
|
- |
-8.68KClosed |
$1.14M - $3.38M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.97KClosed |
$916K - $2.72M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-6.81KClosed |
$896K - $2.66M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-5.32KClosed |
$699K - $2.07M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.2KClosed |
$421K - $1.25M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.16KClosed |
$415K - $1.23M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-3.14KClosed |
$413K - $1.22M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Samson Rock Capital LLP
|
SELL
|
- |
-2.24KClosed |
$295K - $874K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.97KClosed |
$259K - $769K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.89KClosed |
$248K - $735K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.5KClosed |
$197K - $585K
|
0
$0
|