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 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-147- 6.14% |
$3.42K - $5.7K
|
2.25K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-168- 1.56% |
$3.91K - $6.52K
|
10.6K
$831K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-181- 83.8% |
$4.21K - $7.02K
|
35
$2.75K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-204- 18.53% |
$4.74K - $7.92K
|
897
$70.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-220- 17.77% |
$5.12K - $8.54K
|
1.02K
$79.9K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-223- 0.31% |
$5.18K - $8.65K
|
71.6K
$5.62M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-226- 19.98% |
$5.25K - $8.77K
|
905
$71.1K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-234- 0.59% |
$5.44K - $9.08K
|
39.3K
$3.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 44.64% |
$5.81K - $9.7K
|
310
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-260- 0.93% |
$6.05K - $10.1K
|
27.7K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-266- 2.36% |
$6.18K - $10.3K
|
11K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-273- 0.77% |
$6.35K - $10.6K
|
35K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-320- 60.04% |
$7.44K - $12.4K
|
213
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-340- 9.76% |
$7.91K - $13.2K
|
3.15K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-479- 8.75% |
$11.1K - $18.6K
|
5K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-822- 45.36% |
$19.1K - $31.9K
|
990
$77.7K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-899- 0.44% |
$20.9K - $34.9K
|
204K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-928- 2.52% |
$21.6K - $36K
|
35.8K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.37K- 5.25% |
$31.8K - $53K
|
24.7K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.8K- 10.51% |
$41.9K - $70K
|
15.4K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2K- 3.91% |
$46.5K - $77.6K
|
49.1K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.18K- 18.1% |
$50.7K - $84.5K
|
9.86K
$774K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.38K- 12.87% |
$55.3K - $92.3K
|
16.1K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.55K- 3.5% |
$59.4K - $99.1K
|
70.5K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.06K- 4.06% |
$71.2K - $119K
|
72.5K
$5.69M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.17K- 17.27% |
$73.7K - $123K
|
15.2K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.26K- 8.77% |
$99.1K - $165K
|
44.4K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-4.3K- 74.89% |
$99.9K - $167K
|
1.44K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.89K- 22.04% |
$114K - $190K
|
17.3K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.15K- 17.71% |
$120K - $200K
|
23.9K
$1.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.75K- 12.17% |
$134K - $223K
|
41.4K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.77K- 19.52% |
$134K - $224K
|
23.8K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.98K- 25.23% |
$139K - $232K
|
17.7K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.45K- 19.09% |
$150K - $250K
|
27.3K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-7.03K- 11.34% |
$163K - $273K
|
55K
$4.32M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-7.15KClosed |
$166K - $277K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.92K- 76.53% |
$184K - $307K
|
2.43K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.04K- 22.56% |
$187K - $312K
|
27.6K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.69K- 31.48% |
$202K - $337K
|
18.9K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10K- 20.0% |
$233K - $388K
|
40K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 2.0% |
$236K - $394K
|
498K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-11.5K- 58.13% |
$269K - $448K
|
8.32K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.9K- 17.27% |
$370K - $617K
|
76.2K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-16.1K- 62.88% |
$375K - $626K
|
9.52K
$747K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.2K- 18.64% |
$377K - $630K
|
70.8K
$5.56M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19.6K- 25.73% |
$456K - $761K
|
56.6K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20K- 55.35% |
$464K - $775K
|
16.1K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-21.2K- 40.35% |
$493K - $823K
|
31.4K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-33.8K- 79.74% |
$785K - $1.31M
|
8.58K
$673K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40.9K- 37.02% |
$952K - $1.59M
|
69.6K
$5.47M
|