Purchases and Sales Made in Q2 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.4KNew |
$138K - $430K
|
11.4K
$898K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
10K+ 9433.96% |
$121K - $377K
|
10.1K
$796K
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10KNew |
$121K - $377K
|
10K
$788K
|
|
|
Aug 04, 2023
Q2 2023
|
Ctc LLC
|
BUY
|
- |
9.83K+ 97.37% |
$119K - $371K
|
19.9K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.41KNew |
$114K - $355K
|
9.41K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
9.38KNew |
$113K - $354K
|
9.38K
$739K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.97KNew |
$109K - $338K
|
8.97K
$707K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.85KNew |
$107K - $334K
|
8.85K
$697K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.71KNew |
$105K - $328K
|
8.71K
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.65K+ 12.87% |
$105K - $326K
|
75.8K
$5.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.6KNew |
$104K - $324K
|
8.6K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.54KNew |
$103K - $322K
|
8.54K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.51KNew |
$103K - $321K
|
8.51K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$101K - $314K
|
8.32K
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.15KNew |
$98.7K - $307K
|
8.15K
$642K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.13KNew |
$98.3K - $306K
|
8.13K
$640K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8K+ 47.43% |
$96.8K - $302K
|
24.9K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8KNew |
$96.8K - $302K
|
8K
$630K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.99KNew |
$96.7K - $301K
|
7.99K
$630K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
7.62KNew |
$92.2K - $287K
|
7.62K
$600K
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.6KNew |
$92K - $287K
|
7.6K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.52K+ 11.46% |
$91K - $283K
|
73.1K
$5.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
7.49KNew |
$90.6K - $282K
|
7.49K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.45KNew |
$90.2K - $281K
|
7.45K
$587K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.38KNew |
$89.2K - $278K
|
7.38K
$581K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.23KNew |
$87.4K - $272K
|
7.23K
$569K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.17KNew |
$86.7K - $270K
|
7.17K
$565K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.74KNew |
$81.6K - $254K
|
6.74K
$531K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.72KNew |
$81.4K - $253K
|
6.72K
$530K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.6KNew |
$79.9K - $249K
|
6.6K
$520K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.6KNew |
$79.9K - $249K
|
6.6K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.53KNew |
$79K - $246K
|
6.53K
$514K
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
6.45KNew |
$78K - $243K
|
6.45K
$508K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.37K+ 24.93% |
$77.1K - $240K
|
31.9K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.19KNew |
$74.9K - $233K
|
6.19K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.96KNew |
$72.1K - $225K
|
5.96K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.8K+ 23.34% |
$70.1K - $218K
|
30.6K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.37K+ 17.43% |
$64.9K - $202K
|
36.1K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.06K+ 17.07% |
$61.2K - $191K
|
34.7K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
5.03KNew |
$60.9K - $190K
|
5.03K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.84K+ 20.59% |
$58.6K - $182K
|
28.3K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.96KNew |
$47.9K - $149K
|
3.96K
$312K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.81KNew |
$46.1K - $144K
|
3.81K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.1K+ 12.79% |
$37.5K - $117K
|
27.3K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.07K+ 3.24% |
$37.1K - $116K
|
97.6K
$7.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.97KNew |
$35.9K - $112K
|
2.97K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.38K+ 2.58% |
$28.8K - $89.7K
|
94.6K
$7.45M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.14KNew |
$25.9K - $80.6K
|
2.14K
$168K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.78K+ 10.16% |
$21.5K - $67.1K
|
19.3K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.55K+ 11.01% |
$18.8K - $58.6K
|
15.7K
$1.23M
|