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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$96.8 - $302
|
8
$628
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$96.8 - $302
|
8
$628
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.03% |
$60.5 - $189
|
16.4K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$12.1 - $37.7
|
1
$78.5
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 5.41% |
$24.2 - $75.4
|
35
$2.75K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8- 0.69% |
$96.8 - $302
|
1.14K
$89.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11- 57.89% |
$133 - $415
|
8
$628
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 0.99% |
$145 - $452
|
1.2K
$94.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20- 0.14% |
$242 - $754
|
14.2K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 0.69% |
$266 - $829
|
3.17K
$248K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 30.0% |
$363 - $1.13K
|
70
$5.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-33- 4.29% |
$399 - $1.24K
|
736
$57.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-38- 26.21% |
$460 - $1.43K
|
107
$8.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-40- 2.27% |
$484 - $1.51K
|
1.73K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-49- 0.15% |
$593 - $1.85K
|
32.6K
$2.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.85% |
$605 - $1.89K
|
5.82K
$457K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-79- 61.24% |
$956 - $2.98K
|
50
$3.93K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 96.15% |
$1.21K - $3.77K
|
4
$314
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-138- 27.22% |
$1.67K - $5.2K
|
369
$29K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-200- 0.41% |
$2.42K - $7.54K
|
48.6K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-375- 37.58% |
$4.54K - $14.1K
|
623
$48.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-410- 60.03% |
$4.96K - $15.5K
|
273
$21.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-437- 1.21% |
$5.29K - $16.5K
|
35.6K
$2.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-471- 1.75% |
$5.7K - $17.8K
|
26.4K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 8.05% |
$6.05K - $18.9K
|
5.71K
$448K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-522- 7.73% |
$6.32K - $19.7K
|
6.23K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-606- 16.65% |
$7.33K - $22.8K
|
3.03K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.24K- 10.17% |
$15K - $46.6K
|
10.9K
$858K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 16.34% |
$16.9K - $52.8K
|
7.17K
$563K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46K- 15.36% |
$17.6K - $55K
|
8.04K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.6K- 8.57% |
$19.4K - $60.4K
|
17.1K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.63K- 7.65% |
$19.8K - $61.6K
|
19.7K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.67K- 11.75% |
$20.2K - $62.9K
|
12.5K
$984K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.81K- 53.8% |
$21.9K - $68.1K
|
1.55K
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-2K- 50.0% |
$24.2K - $75.4K
|
2K
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.33K- 1.04% |
$28.1K - $87.7K
|
222K
$17.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.51K- 3.05% |
$30.4K - $94.6K
|
79.9K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.62K- 9.45% |
$31.7K - $98.7K
|
25.1K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.7K- 23.41% |
$32.7K - $102K
|
8.84K
$694K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-2.89K- 29.74% |
$34.9K - $109K
|
6.82K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 21.65% |
$35.2K - $110K
|
10.5K
$826K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.47K- 29.8% |
$42K - $131K
|
8.17K
$642K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4K- 38.13% |
$48.4K - $151K
|
6.49K
$510K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.26K- 14.89% |
$51.5K - $161K
|
24.3K
$1.91M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.4K- 1.11% |
$53.2K - $166K
|
393K
$30.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.64K- 41.32% |
$56.2K - $175K
|
6.59K
$518K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.87K- 22.77% |
$58.9K - $183K
|
16.5K
$1.3M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.35K- 5.88% |
$64.8K - $202K
|
85.8K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-5.49K- 9.08% |
$66.5K - $207K
|
55K
$4.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.23K- 12.28% |
$75.4K - $235K
|
44.5K
$3.49M
|