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 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
244+ 8.04% |
$6.48K - $17.6K
|
3.28K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
240+ 5.39% |
$6.37K - $17.3K
|
4.69K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
236+ 32.55% |
$6.27K - $17K
|
961
$71.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
206+ 5.21% |
$5.47K - $14.9K
|
4.16K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$5.31K - $14.4K
|
200
$14.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
200+ 0.22% |
$5.31K - $14.4K
|
91.4K
$6.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
138+ 1.26% |
$3.66K - $9.95K
|
11.1K
$820K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
110+ 0.54% |
$2.92K - $7.93K
|
20.6K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100+ 76.92% |
$2.66K - $7.21K
|
230
$17K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
92+ 836.36% |
$2.44K - $6.63K
|
103
$7.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
90+ 24.59% |
$2.39K - $6.49K
|
456
$33.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
64+ 7.9% |
$1.7K - $4.61K
|
874
$64.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
60New |
$1.59K - $4.33K
|
60
$4.44K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
60New |
$1.59K - $4.33K
|
60
$4.44K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
51+ 102.0% |
$1.35K - $3.68K
|
101
$7.48K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 23.66% |
$1.17K - $3.17K
|
230
$17K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
44New |
$1.17K - $3.17K
|
44
$3.26K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40+ 21.28% |
$1.06K - $2.88K
|
228
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35New |
$929 - $2.52K
|
35
$2.59K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
31+ 2.48% |
$823 - $2.23K
|
1.28K
$95K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
25+ 0.39% |
$664 - $1.8K
|
6.52K
$483K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20New |
$531 - $1.44K
|
20
$1.48K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 20.0% |
$504 - $1.37K
|
114
$8.44K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 28.33% |
$451 - $1.23K
|
77
$5.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
17New |
$451 - $1.23K
|
17
$1.26K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15New |
$398 - $1.08K
|
15
$1.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10+ 0.03% |
$266 - $721
|
32.6K
$2.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10New |
$266 - $721
|
10
$741
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$159 - $433
|
6
$444
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5New |
$133 - $360
|
5
$370
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4+ 7.84% |
$106 - $288
|
55
$4.07K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$106 - $288
|
4
$296
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$106 - $288
|
4
$296
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.05% |
$106 - $288
|
8.72K
$646K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.55% |
$53.1 - $144
|
368
$27.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$26.6 - $72.1
|
1
$74.1
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9- 0.03% |
$239 - $649
|
26.4K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-10- 0.11% |
$266 - $721
|
9.37K
$694K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-20- 5.65% |
$531 - $1.44K
|
334
$24.7K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-20- 5.65% |
$531 - $1.44K
|
334
$24.7K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 2.24% |
$664 - $1.8K
|
1.09K
$80.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 2.24% |
$664 - $1.8K
|
1.09K
$80.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 27.1% |
$770 - $2.09K
|
78
$5.78K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-30- 0.42% |
$797 - $2.16K
|
7.14K
$528K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50- 2.74% |
$1.33K - $3.6K
|
1.78K
$131K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-65- 13.16% |
$1.73K - $4.69K
|
429
$31.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93- 0.21% |
$2.47K - $6.7K
|
44.4K
$3.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-100- 0.25% |
$2.66K - $7.21K
|
40.3K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-120- 0.34% |
$3.19K - $8.65K
|
35.1K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-120- 32.52% |
$3.19K - $8.65K
|
249
$18.4K
|