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
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.36KNew |
$16.5K - $51.4K
|
1.36K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 284.27% |
$15.3K - $47.7K
|
1.71K
$134K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.25K+ 26.91% |
$15.1K - $47.2K
|
5.9K
$463K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.25K+ 2.51% |
$15.1K - $47K
|
51K
$4M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.14KNew |
$13.8K - $43.1K
|
1.14K
$89.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
854+ 23.88% |
$10.3K - $32.2K
|
4.43K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
850New |
$10.3K - $32K
|
850
$66.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
788+ 50.55% |
$9.53K - $29.7K
|
2.35K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
725New |
$8.77K - $27.3K
|
725
$56.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
665+ 2.82% |
$8.05K - $25.1K
|
24.2K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
636+ 16.66% |
$7.7K - $24K
|
4.45K
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
623+ 4153.33% |
$7.54K - $23.5K
|
638
$50.1K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
620+ 15.71% |
$7.5K - $23.4K
|
4.57K
$358K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
610New |
$7.38K - $23K
|
610
$47.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
516+ 43.77% |
$6.24K - $19.5K
|
1.7K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
500+ 1612.9% |
$6.05K - $18.9K
|
531
$41.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
498+ 1.02% |
$6.03K - $18.8K
|
49.5K
$3.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
488+ 27.38% |
$5.9K - $18.4K
|
2.27K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
459+ 2.32% |
$5.55K - $17.3K
|
20.2K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
441+ 5.98% |
$5.34K - $16.6K
|
7.81K
$613K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
390+ 48.15% |
$4.72K - $14.7K
|
1.2K
$94.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
366New |
$4.43K - $13.8K
|
366
$28.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
310+ 78.48% |
$3.75K - $11.7K
|
705
$55.3K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
273+ 123.53% |
$3.3K - $10.3K
|
494
$38.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
245+ 83.62% |
$2.96K - $9.24K
|
538
$42.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 159.57% |
$2.72K - $8.48K
|
366
$28.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 159.57% |
$2.72K - $8.48K
|
366
$28.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
123+ 12.36% |
$1.49K - $4.64K
|
1.12K
$87.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
123+ 12.36% |
$1.49K - $4.64K
|
1.12K
$87.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
117+ 6.85% |
$1.42K - $4.41K
|
1.83K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105+ 19.48% |
$1.27K - $3.96K
|
644
$50.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
104+ 14.73% |
$1.26K - $3.92K
|
810
$63.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
100+ 0.25% |
$1.21K - $3.77K
|
40.4K
$3.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
95New |
$1.15K - $3.58K
|
95
$7.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
89+ 0.2% |
$1.08K - $3.36K
|
45.6K
$3.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 78.85% |
$992 - $3.09K
|
186
$14.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$908 - $2.83K
|
75
$5.89K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
74+ 11.0% |
$895 - $2.79K
|
747
$58.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 4.07% |
$593 - $1.85K
|
1.25K
$98.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
38New |
$460 - $1.43K
|
38
$2.98K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30New |
$363 - $1.13K
|
30
$2.36K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$363 - $1.13K
|
30
$2.36K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28+ 17.5% |
$339 - $1.06K
|
188
$14.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25New |
$303 - $943
|
25
$1.96K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$242 - $754
|
20
$1.57K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$242 - $754
|
20
$1.57K
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
15New |
$182 - $566
|
15
$1.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12New |
$145 - $452
|
12
$942
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
11New |
$133 - $415
|
11
$864
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 24.44% |
$133 - $415
|
56
$4.4K
|