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
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$2.33K - $3.88K
|
100
$7.85K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
73New |
$1.7K - $2.83K
|
73
$5.73K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
65+ 0.16% |
$1.51K - $2.52K
|
40.4K
$3.17M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
59+ 45.74% |
$1.37K - $2.29K
|
188
$14.8K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 3.36% |
$1.16K - $1.94K
|
1.54K
$121K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
50New |
$1.16K - $1.94K
|
50
$3.93K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
43+ 53.09% |
$1K - $1.67K
|
124
$9.74K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 45.0% |
$837 - $1.4K
|
116
$9.11K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34New |
$791 - $1.32K
|
34
$2.67K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
27New |
$628 - $1.05K
|
27
$2.12K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 13.81% |
$581 - $970
|
206
$16.2K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23New |
$535 - $892
|
23
$1.81K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20+ 8.77% |
$465 - $776
|
248
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15+ 0.05% |
$349 - $582
|
32.6K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
15New |
$349 - $582
|
15
$1.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 600.0% |
$279 - $466
|
14
$1.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 1.49% |
$209 - $349
|
614
$48.2K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2New |
$46.5 - $77.6
|
2
$157
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1New |
$23.3 - $38.8
|
1
$78.5
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 50.0% |
$23.3 - $38.8
|
3
$236
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$23.3 - $38.8
|
9.76K
$766K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.33% |
$23.3 - $38.8
|
306
$24K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-2- 0.59% |
$46.5 - $77.6
|
335
$26.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.03% |
$93 - $155
|
15.2K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-5- 0.04% |
$116 - $194
|
12.4K
$971K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5- 6.49% |
$116 - $194
|
72
$5.65K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 10.94% |
$163 - $272
|
57
$4.48K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10- 0.05% |
$233 - $388
|
21.7K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-17- 40.48% |
$395 - $660
|
25
$1.96K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-17- 29.82% |
$395 - $660
|
40
$3.14K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 90.0% |
$419 - $698
|
2
$157
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 3.92% |
$465 - $776
|
490
$38.5K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-22- 0.07% |
$512 - $854
|
29.7K
$2.33M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 71.43% |
$581 - $970
|
10
$785
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-31- 4.21% |
$721 - $1.2K
|
705
$55.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 39.76% |
$767 - $1.28K
|
50
$3.93K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 52.38% |
$767 - $1.28K
|
30
$2.36K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44- 0.37% |
$1.02K - $1.71K
|
11.8K
$923K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-52- 5.6% |
$1.21K - $2.02K
|
877
$68.9K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-54- 0.09% |
$1.26K - $2.1K
|
58.6K
$4.6M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-64- 0.32% |
$1.49K - $2.48K
|
19.9K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-68- 16.79% |
$1.58K - $2.64K
|
337
$26.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-71- 42.51% |
$1.65K - $2.75K
|
96
$7.54K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-77- 0.61% |
$1.79K - $2.99K
|
12.6K
$985K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-81- 15.91% |
$1.88K - $3.14K
|
428
$33.6K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-87- 59.18% |
$2.02K - $3.38K
|
60
$4.71K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100- 81.97% |
$2.33K - $3.88K
|
22
$1.73K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-105- 43.57% |
$2.44K - $4.07K
|
136
$10.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-122- 36.64% |
$2.84K - $4.73K
|
211
$16.6K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-142- 3.41% |
$3.3K - $5.51K
|
4.02K
$316K
|