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 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 16.85% |
$7.1K - $9.38K
|
1.62K
$133K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-333- 3.9% |
$7.21K - $9.52K
|
8.2K
$676K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-365- 35.85% |
$7.9K - $10.4K
|
653
$53.8K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-381- 12.11% |
$8.24K - $10.9K
|
2.76K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-382- 1.17% |
$8.27K - $10.9K
|
32.2K
$2.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-392- 1.51% |
$8.48K - $11.2K
|
25.6K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-400- 8.76% |
$8.66K - $11.4K
|
4.17K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-455- 80.11% |
$9.85K - $13K
|
113
$9.31K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-457- 0.7% |
$9.89K - $13.1K
|
64.6K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-476- 0.12% |
$10.3K - $13.6K
|
395K
$32.6M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-531- 0.73% |
$11.5K - $15.2K
|
72K
$5.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-608- 46.88% |
$13.2K - $17.4K
|
689
$56.8K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-674- 6.84% |
$14.6K - $19.3K
|
9.19K
$757K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 66.84% |
$24.6K - $32.6K
|
565
$46.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 5.35% |
$25.1K - $33.2K
|
20.5K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.2K- 14.44% |
$26K - $34.3K
|
7.12K
$587K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 11.41% |
$26.1K - $34.5K
|
9.38K
$773K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 6.87% |
$26.7K - $35.2K
|
16.7K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-1.43K- 99.44% |
$31K - $41K
|
8
$659
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 94.14% |
$31.3K - $41.3K
|
90
$7.42K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.47K- 4.09% |
$31.7K - $41.9K
|
34.4K
$2.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.48K- 5.36% |
$32.1K - $42.4K
|
26.2K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.91K- 26.53% |
$41.3K - $54.6K
|
5.29K
$436K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.96K- 16.68% |
$42.5K - $56.1K
|
9.8K
$808K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 10.52% |
$47.2K - $62.4K
|
18.5K
$1.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.39K- 7.35% |
$51.6K - $68.2K
|
30K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.66K- 5.26% |
$57.6K - $76.1K
|
47.9K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.06K- 16.12% |
$109K - $145K
|
26.3K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.4K- 10.99% |
$117K - $154K
|
43.7K
$3.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.45K- 22.26% |
$118K - $156K
|
19K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-6.4K- 98.23% |
$138K - $183K
|
115
$9.48K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-7.95K- 14.45% |
$172K - $227K
|
47K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.52K- 31.94% |
$184K - $243K
|
18.1K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10K- 25.0% |
$216K - $286K
|
30K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.2K- 36.75% |
$220K - $291K
|
17.5K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.9K- 19.24% |
$236K - $311K
|
45.7K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-15.1K- 2.98% |
$327K - $432K
|
492K
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.2K- 2.28% |
$328K - $434K
|
649K
$53.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.5K- 36.4% |
$336K - $443K
|
27.1K
$2.23M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-18.2K- 62.19% |
$393K - $519K
|
11K
$910K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.1K- 99.51% |
$436K - $576K
|
100
$8.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
SELL
|
- |
-34.1K- 68.7% |
$739K - $976K
|
15.6K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52K- 9.39% |
$1.12M - $1.49M
|
501K
$41.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-56.5K- 42.85% |
$1.22M - $1.61M
|
75.3K
$6.21M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-59.3K- 74.25% |
$1.28M - $1.7M
|
20.6K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.7K- 14.14% |
$1.6M - $2.11M
|
448K
$36.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-78.3K- 80.51% |
$1.69M - $2.24M
|
19K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-87.6K- 19.1% |
$1.9M - $2.5M
|
371K
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-98.6K- 21.58% |
$2.13M - $2.82M
|
358K
$29.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-172K- 91.35% |
$3.73M - $4.93M
|
16.3K
$1.35M
|