Purchases and Sales Made in Q2 2024 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195New |
$4.22K - $5.58K
|
195
$15.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
193+ 1.12% |
$4.18K - $5.52K
|
17.5K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
179+ 7.37% |
$3.87K - $5.12K
|
2.61K
$205K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
165New |
$3.57K - $4.72K
|
165
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
125New |
$2.71K - $3.57K
|
125
$9.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
122New |
$2.64K - $3.49K
|
122
$9.58K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
117+ 12.93% |
$2.53K - $3.35K
|
1.02K
$80.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115+ 34.12% |
$2.49K - $3.29K
|
452
$35.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
112+ 46.47% |
$2.42K - $3.2K
|
353
$27.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
108+ 51.18% |
$2.34K - $3.09K
|
319
$25K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
90New |
$1.95K - $2.57K
|
90
$7.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70+ 0.17% |
$1.51K - $2K
|
40.4K
$3.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
63New |
$1.36K - $1.8K
|
63
$4.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
54+ 54.0% |
$1.17K - $1.54K
|
154
$12.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
54New |
$1.17K - $1.54K
|
54
$4.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.08K - $1.43K
|
50
$3.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
49New |
$1.06K - $1.4K
|
49
$3.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42+ 30.88% |
$909 - $1.2K
|
178
$14K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
41New |
$887 - $1.17K
|
41
$3.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35New |
$757 - $1K
|
35
$2.75K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23New |
$498 - $658
|
23
$1.81K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 1050.0% |
$454 - $600
|
23
$1.81K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21New |
$454 - $600
|
21
$1.65K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 70.0% |
$454 - $600
|
51
$4K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 0.11% |
$368 - $486
|
15.2K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
16New |
$346 - $457
|
16
$1.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$86.6 - $114
|
4
$314
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3New |
$64.9 - $85.8
|
3
$236
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$21.6 - $28.6
|
1
$78.5
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.33% |
$21.6 - $28.6
|
307
$24.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$21.6 - $28.6
|
1
$78.5
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3- 0.13% |
$64.9 - $85.8
|
2.31K
$181K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 1.41% |
$64.9 - $85.8
|
210
$16.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4Closed |
$86.6 - $114
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-9- 0.09% |
$195 - $257
|
9.75K
$765K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.9% |
$368 - $486
|
880
$69.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 10.16% |
$541 - $715
|
221
$17.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-32- 15.53% |
$692 - $915
|
174
$13.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-41- 42.71% |
$887 - $1.17K
|
55
$4.32K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 87.72% |
$1.08K - $1.43K
|
7
$550
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-79- 7.98% |
$1.71K - $2.26K
|
911
$71.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-91- 78.45% |
$1.97K - $2.6K
|
25
$1.96K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-116- 9.3% |
$2.51K - $3.32K
|
1.13K
$88.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-138- 1.1% |
$2.99K - $3.95K
|
12.4K
$974K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-158- 6.83% |
$3.42K - $4.52K
|
2.16K
$169K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-304- 71.03% |
$6.58K - $8.69K
|
124
$9.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-305- 0.06% |
$6.6K - $8.72K
|
497K
$39M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 16.85% |
$7.1K - $9.38K
|
1.62K
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-333- 3.9% |
$7.21K - $9.52K
|
8.2K
$644K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-365- 35.85% |
$7.9K - $10.4K
|
653
$51.3K
|