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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-173- 27.12% |
$4.59K - $12.5K
|
465
$34.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-183- 3.1% |
$4.86K - $13.2K
|
5.72K
$423K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-200- 25.0% |
$5.31K - $14.4K
|
600
$44.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-222- 1.35% |
$5.89K - $16K
|
16.2K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-245- 3.59% |
$6.5K - $17.7K
|
6.58K
$487K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-296- 1.89% |
$7.86K - $21.3K
|
15.4K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-299- 1.21% |
$7.94K - $21.6K
|
24.4K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-367- 68.22% |
$9.74K - $26.5K
|
171
$12.7K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-465- 10.18% |
$12.3K - $33.5K
|
4.1K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-502- 70.01% |
$13.3K - $36.2K
|
215
$15.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-579- 94.92% |
$15.4K - $41.7K
|
31
$2.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-580- 6.46% |
$15.4K - $41.8K
|
8.39K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-660- 38.6% |
$17.5K - $47.6K
|
1.05K
$77.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-760- 15.3% |
$20.2K - $54.8K
|
4.21K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-890- 15.59% |
$23.6K - $64.2K
|
4.82K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-937- 0.46% |
$24.9K - $67.5K
|
201K
$14.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-979- 11.5% |
$26K - $70.6K
|
7.53K
$558K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.03K- 99.51% |
$27.2K - $73.9K
|
5
$370
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.12K- 52.41% |
$29.7K - $80.7K
|
1.02K
$75.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.32K- 6.5% |
$34.9K - $94.9K
|
18.9K
$1.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.38K- 8.36% |
$36.7K - $99.6K
|
15.1K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.69K- 27.13% |
$44.9K - $122K
|
4.54K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.71K- 75.37% |
$45.4K - $123K
|
559
$41.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 12.69% |
$47.8K - $130K
|
12.4K
$917K
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.1K- 12.27% |
$55.7K - $151K
|
15K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 90.75% |
$56.6K - $154K
|
217
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.17K- 68.93% |
$57.7K - $157K
|
980
$72.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.33K- 52.69% |
$62K - $168K
|
2.1K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.78K- 27.47% |
$73.7K - $200K
|
7.33K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.95K- 53.4% |
$78.3K - $213K
|
2.57K
$191K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.18K- 39.51% |
$84.3K - $229K
|
4.86K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.21K- 8.89% |
$85.3K - $232K
|
32.9K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.41K- 6.02% |
$117K - $318K
|
68.7K
$5.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-6.03K- 77.21% |
$160K - $435K
|
1.78K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.65K- 22.05% |
$203K - $552K
|
27.1K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.67K- 8.94% |
$204K - $553K
|
78.1K
$5.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.09K- 0.79% |
$215K - $583K
|
1.01M
$75M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-8.67K- 11.44% |
$230K - $625K
|
67.1K
$4.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.4K- 47.96% |
$250K - $678K
|
10.2K
$755K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-9.97K- 20.14% |
$265K - $719K
|
39.5K
$2.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 19.54% |
$271K - $737K
|
42.1K
$3.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-10.9K- 56.41% |
$289K - $785K
|
8.41K
$623K
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-13K- 14.77% |
$345K - $937K
|
75K
$5.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-17.3K- 85.19% |
$459K - $1.25M
|
3K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.6K- 32.99% |
$520K - $1.41M
|
39.8K
$2.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-20.9K- 45.96% |
$556K - $1.51M
|
24.6K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-43.4K- 37.26% |
$1.15M - $3.13M
|
73K
$5.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-49.5K- 95.38% |
$1.31M - $3.57M
|
2.4K
$178K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-66.6K- 68.23% |
$1.77M - $4.8M
|
31K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-91.8K- 41.32% |
$2.44M - $6.62M
|
130K
$9.66M
|