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 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-6.3K- 3.96% |
$76.2K - $238K
|
153K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6.63K- 20.47% |
$80.2K - $250K
|
25.7K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-6.81K- 13.79% |
$82.4K - $257K
|
42.6K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.63K- 70.76% |
$92.4K - $288K
|
3.15K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.61K- 57.53% |
$104K - $325K
|
6.36K
$499K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.79K- 28.67% |
$118K - $369K
|
24.4K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-30.9K- 67.76% |
$374K - $1.16M
|
14.7K
$1.15M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-31.3K- 99.98% |
$379K - $1.18M
|
5
$393
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
SELL
|
- |
-31.6K- 78.26% |
$382K - $1.19M
|
8.77K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-33.3K- 14.13% |
$403K - $1.25M
|
202K
$15.9M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-34.4K- 53.41% |
$417K - $1.3M
|
30.1K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-59.5K- 74.39% |
$719K - $2.24M
|
20.5K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-60.3K- 84.61% |
$730K - $2.27M
|
11K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-72.2K- 60.58% |
$874K - $2.72M
|
47K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.8K- 6.61% |
$989K - $3.08M
|
1.16M
$90.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-84.2K- 92.09% |
$1.02M - $3.17M
|
7.23K
$568K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-84.9K- 35.78% |
$1.03M - $3.2M
|
152K
$12M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-101K- 51.52% |
$1.22M - $3.8M
|
94.9K
$7.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-123K- 93.9% |
$1.49M - $4.63M
|
7.99K
$627K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-123K- 93.9% |
$1.49M - $4.63M
|
7.99K
$627K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-383K- 78.48% |
$4.63M - $14.4M
|
105K
$8.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-810KClosed |
$9.8M - $30.5M
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1M- 99.31% |
$12.1M - $37.8M
|
6.95K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.02M- 75.26% |
$12.3M - $38.4M
|
335K
$26.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.48M- 90.13% |
$17.9M - $55.8M
|
162K
$12.7M
|