Purchases and Sales Made in Q3 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.17K+ 136.33% |
$243K - $661K
|
15.9K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
9.1K+ 105.84% |
$242K - $656K
|
17.7K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.55KNew |
$227K - $617K
|
8.55K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.09K+ 1.14% |
$215K - $583K
|
719K
$56.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.86KNew |
$209K - $566K
|
7.86K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
7.8KNew |
$207K - $562K
|
7.8K
$612K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.75KNew |
$206K - $558K
|
7.75K
$608K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 90.24% |
$191K - $520K
|
15.2K
$1.19M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 90.24% |
$191K - $520K
|
15.2K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.19K+ 10.19% |
$138K - $374K
|
56.1K
$4.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
5.19KNew |
$138K - $374K
|
5.19K
$408K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.05K+ 19.61% |
$134K - $364K
|
30.8K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.01K+ 10.31% |
$133K - $361K
|
53.6K
$4.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.8K+ 19.13% |
$128K - $346K
|
29.9K
$2.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.65K+ 92.37% |
$123K - $335K
|
9.68K
$760K
|
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.7KNew |
$98.2K - $267K
|
3.7K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.12K+ 4.46% |
$82.9K - $225K
|
73.1K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.03K+ 5.95% |
$80.5K - $219K
|
54K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.95K+ 114.61% |
$78.3K - $213K
|
5.52K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.94K+ 12.07% |
$78.1K - $212K
|
27.3K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.9K+ 11.58% |
$76.9K - $209K
|
27.9K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.37K+ 7.73% |
$62.8K - $171K
|
33K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.34K+ 26.41% |
$62K - $168K
|
11.2K
$878K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.12K+ 5.97% |
$56.4K - $153K
|
37.7K
$2.96M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.91K+ 26.65% |
$50.7K - $138K
|
9.08K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.86K+ 5.84% |
$49.5K - $134K
|
33.8K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.86K+ 1.84% |
$49.4K - $134K
|
103K
$8.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.8KNew |
$47.8K - $130K
|
1.8K
$141K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.11% |
$45.9K - $125K
|
26.1K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.7K+ 1.11% |
$45.1K - $123K
|
155K
$12.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.67K+ 14.27% |
$44.3K - $120K
|
13.4K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 18.37% |
$39.8K - $108K
|
9.65K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.39K+ 5.08% |
$36.9K - $100K
|
28.7K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.28K+ 3.69% |
$34K - $92.3K
|
36K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.27K+ 17.01% |
$33.7K - $91.4K
|
8.72K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.21K+ 20.3% |
$32.1K - $87.2K
|
7.16K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.11KNew |
$29.5K - $80.2K
|
1.11K
$87.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 31.6% |
$26.6K - $72.1K
|
4.17K
$327K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
938New |
$24.9K - $67.6K
|
938
$73.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
599+ 1.81% |
$15.9K - $43.2K
|
33.8K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
550+ 33.33% |
$14.6K - $39.6K
|
2.2K
$173K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
535+ 1.78% |
$14.2K - $38.6K
|
30.6K
$2.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
526+ 31.03% |
$14K - $37.9K
|
2.22K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
435+ 31.89% |
$11.5K - $31.4K
|
1.8K
$141K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
422+ 56.49% |
$11.2K - $30.4K
|
1.17K
$91.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
307+ 548.21% |
$8.15K - $22.1K
|
363
$28.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
290+ 1.47% |
$7.7K - $20.9K
|
20K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
280New |
$7.43K - $20.2K
|
280
$22K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
279+ 17.98% |
$7.41K - $20.1K
|
1.83K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
262+ 0.92% |
$6.96K - $18.9K
|
28.7K
$2.25M
|