Purchases and Sales Made in Q1 2024 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.32K+ 10.77% |
$147K - $245K
|
65K
$5.12M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.09K+ 17.97% |
$142K - $236K
|
40K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.1K+ 31.93% |
$119K - $198K
|
21.1K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.66K+ 120.53% |
$108K - $181K
|
8.53K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.57KNew |
$106K - $177K
|
4.57K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
4.16K+ 0.41% |
$96.8K - $161K
|
1.02M
$80.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.94K+ 82.89% |
$91.6K - $153K
|
8.69K
$685K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.7K+ 20.37% |
$86K - $143K
|
21.8K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.29K+ 3.19% |
$76.4K - $128K
|
106K
$8.38M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.9K+ 24.17% |
$67.4K - $113K
|
14.9K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.77K+ 7.0% |
$64.4K - $107K
|
42.4K
$3.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.56K+ 8.56% |
$59.5K - $99.2K
|
32.4K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.26K+ 17.97% |
$52.6K - $87.8K
|
14.9K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.2K+ 1.57% |
$51.2K - $85.4K
|
143K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.15K+ 13.61% |
$50K - $83.4K
|
17.9K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.93K+ 5.46% |
$44.9K - $75K
|
37.3K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.53K+ 18.14% |
$35.6K - $59.5K
|
9.98K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.5K+ 26.32% |
$34.9K - $58.2K
|
7.2K
$567K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.46K+ 3.67% |
$34K - $56.8K
|
41.3K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.37K+ 143.99% |
$31.7K - $53K
|
2.31K
$182K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.22K+ 10.06% |
$28.3K - $47.3K
|
13.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 228.32% |
$27.6K - $46K
|
1.7K
$134K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.14K+ 16.76% |
$26.4K - $44.1K
|
7.92K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.02K+ 4.09% |
$23.8K - $39.7K
|
26K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 2.42% |
$23.4K - $39K
|
42.6K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
976+ 73.16% |
$22.7K - $37.9K
|
2.31K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
931+ 254.37% |
$21.6K - $36.1K
|
1.3K
$102K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
890+ 5.83% |
$20.7K - $34.5K
|
16.1K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
846+ 3.16% |
$19.7K - $32.8K
|
27.7K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
787+ 1.1% |
$18.3K - $30.5K
|
72.3K
$5.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
778+ 80.62% |
$18.1K - $30.2K
|
1.74K
$137K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
713+ 713.0% |
$16.6K - $27.7K
|
813
$64.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
666+ 8.2% |
$15.5K - $25.8K
|
8.79K
$693K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
630New |
$14.6K - $24.4K
|
630
$49.6K
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
600+ 16.22% |
$14K - $23.3K
|
4.3K
$339K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
520+ 10.55% |
$12.1K - $20.2K
|
5.45K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
488+ 17.76% |
$11.3K - $18.9K
|
3.24K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
480+ 545.45% |
$11.2K - $18.6K
|
568
$44.8K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
470New |
$10.9K - $18.2K
|
470
$37K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
246New |
$5.72K - $9.54K
|
246
$19.4K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
241New |
$5.6K - $9.35K
|
241
$19K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
220+ 0.06% |
$5.12K - $8.54K
|
396K
$31.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
203+ 2.73% |
$4.72K - $7.88K
|
7.63K
$601K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$4.65K - $7.76K
|
200
$15.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
193+ 0.53% |
$4.49K - $7.49K
|
36.6K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
154+ 14.09% |
$3.58K - $5.98K
|
1.25K
$98.3K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
151New |
$3.51K - $5.86K
|
151
$11.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
134+ 7.39% |
$3.12K - $5.2K
|
1.95K
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100New |
$2.33K - $3.88K
|
100
$7.88K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 64.52% |
$2.33K - $3.88K
|
255
$20.1K
|