Purchases and Sales Made in Q3 2024 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-175- 2.42% |
$4.01K - $7.72K
|
7.06K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-177- 50.14% |
$4.05K - $7.81K
|
176
$13.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-186- 0.54% |
$4.26K - $8.2K
|
34.2K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-240- 21.22% |
$5.5K - $10.6K
|
891
$70K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-266- 0.45% |
$6.09K - $11.7K
|
58.7K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-345- 8.28% |
$7.9K - $15.2K
|
3.82K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-347- 2.2% |
$7.95K - $15.3K
|
15.4K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-369- 22.79% |
$8.45K - $16.3K
|
1.25K
$98.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-382- 1.51% |
$8.75K - $16.9K
|
24.9K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-390- 1.52% |
$8.93K - $17.2K
|
25.3K
$1.98M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 9.88% |
$9.16K - $17.6K
|
3.65K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-400- 0.9% |
$9.16K - $17.6K
|
43.9K
$3.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-494- 75.65% |
$11.3K - $21.8K
|
159
$12.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-623- 5.64% |
$14.3K - $27.5K
|
10.4K
$818K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-750- 1.91% |
$17.2K - $33.1K
|
38.5K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-801- 34.72% |
$18.3K - $35.3K
|
1.51K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-817- 14.09% |
$18.7K - $36K
|
4.98K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-886- 5.78% |
$20.3K - $39.1K
|
14.4K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-956- 5.72% |
$21.9K - $42.2K
|
15.7K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.07K- 11.16% |
$24.5K - $47.2K
|
8.52K
$669K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.08K- 49.0% |
$24.7K - $47.6K
|
1.12K
$88.2K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.13K- 1.57% |
$25.9K - $50K
|
70.8K
$5.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.44K- 14.65% |
$32.9K - $63.3K
|
8.36K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.62K- 9.28% |
$37.1K - $71.5K
|
15.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.1K- 75.98% |
$48.1K - $92.6K
|
664
$52.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.14K- 7.93% |
$49.1K - $94.5K
|
24.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.7K- 17.44% |
$61.8K - $119K
|
12.8K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.93K- 16.17% |
$67.2K - $129K
|
15.2K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.03K- 11.58% |
$69.4K - $134K
|
23.1K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.25K- 31.22% |
$74.4K - $143K
|
7.16K
$562K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4K- 22.22% |
$91.6K - $176K
|
14K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.16K- 6.44% |
$95.2K - $183K
|
60.4K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 17.25% |
$107K - $206K
|
22.4K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.9K- 10.8% |
$112K - $216K
|
40.5K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5K- 16.67% |
$115K - $221K
|
25K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.34K- 26.83% |
$122K - $235K
|
14.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.47K- 4.81% |
$125K - $241K
|
108K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-5.7K- 18.94% |
$131K - $251K
|
24.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.17K- 19.16% |
$141K - $272K
|
26.1K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-6.89K- 16.75% |
$158K - $304K
|
34.2K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8K- 23.51% |
$183K - $353K
|
26K
$2.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-9.16K- 55.12% |
$210K - $404K
|
7.46K
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.36K- 9.78% |
$214K - $413K
|
86.4K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-12.3K- 69.95% |
$281K - $541K
|
5.27K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-20.2K- 15.49% |
$463K - $893K
|
110K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-24.3K- 82.5% |
$556K - $1.07M
|
5.16K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.1K- 72.96% |
$574K - $1.11M
|
9.3K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-41.6K- 11.19% |
$952K - $1.83M
|
330K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.7K- 3.49% |
$1.18M - $2.28M
|
1.43M
$112M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-70.5K- 93.66% |
$1.62M - $3.11M
|
4.78K
$375K
|