Purchases and Sales Made in Q1 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q1 2023. The information is specifically focused on institutions that hold shares of Upstart Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
327+ 10.06% |
$4.22K - $7.8K
|
3.58K
$265K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
300+ 100.0% |
$3.87K - $7.16K
|
600
$44.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
300New |
$3.87K - $7.16K
|
300
$22.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
284+ 22.27% |
$3.66K - $6.77K
|
1.56K
$115K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.72% |
$2.84K - $5.25K
|
30.8K
$2.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
214+ 27.4% |
$2.76K - $5.1K
|
995
$73.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
200New |
$2.58K - $4.77K
|
200
$14.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
104New |
$1.34K - $2.48K
|
104
$7.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
66+ 104.76% |
$851 - $1.57K
|
129
$9.55K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55+ 0.41% |
$709 - $1.31K
|
13.4K
$995K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 39.42% |
$528 - $978
|
145
$10.7K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$516 - $954
|
40
$2.96K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38+ 9.34% |
$490 - $906
|
445
$33K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
31New |
$400 - $739
|
31
$2.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$400 - $739
|
31
$2.3K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
23+ 115.0% |
$296 - $549
|
43
$3.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
23+ 3.54% |
$296 - $549
|
673
$49.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$245 - $453
|
19
$1.41K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
19New |
$245 - $453
|
19
$1.41K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
19+ 5.67% |
$245 - $453
|
354
$26.2K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
16New |
$206 - $382
|
16
$1.18K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 47.06% |
$206 - $382
|
50
$3.7K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 19.05% |
$206 - $382
|
100
$7.41K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
14+ 45.16% |
$180 - $334
|
45
$3.33K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$51.6 - $95.4
|
4
$296
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.2% |
$51.6 - $95.4
|
2K
$148K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 50.0% |
$12.9 - $23.9
|
3
$222
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3- 0.26% |
$38.7 - $71.6
|
1.15K
$85.3K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-11- 68.75% |
$142 - $262
|
5
$370
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 8.44% |
$168 - $310
|
141
$10.4K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-19- 2.4% |
$245 - $453
|
774
$57.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-25- 36.23% |
$322 - $596
|
44
$3.26K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-34- 6.28% |
$438 - $811
|
507
$37.5K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-48- 4.59% |
$619 - $1.14K
|
998
$73.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-67- 24.19% |
$864 - $1.6K
|
210
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-70- 11.49% |
$902 - $1.67K
|
539
$39.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 27.52% |
$1.93K - $3.58K
|
395
$29.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-157- 34.89% |
$2.02K - $3.74K
|
293
$21.7K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-175- 1.05% |
$2.26K - $4.17K
|
16.4K
$1.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-200- 50.0% |
$2.58K - $4.77K
|
200
$14.8K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 3.12% |
$2.58K - $4.77K
|
6.21K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-216- 0.29% |
$2.78K - $5.15K
|
74.2K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-231- 1.79% |
$2.98K - $5.51K
|
12.7K
$939K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-252- 20.21% |
$3.25K - $6.01K
|
995
$73.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-253- 2.6% |
$3.26K - $6.03K
|
9.49K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-332- 2.28% |
$4.28K - $7.92K
|
14.2K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-361- 33.83% |
$4.65K - $8.61K
|
706
$52.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-415- 11.0% |
$5.35K - $9.9K
|
3.36K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-469- 1.71% |
$6.05K - $11.2K
|
26.9K
$1.99M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-470- 7.95% |
$6.06K - $11.2K
|
5.44K
$403K
|