Purchases and Sales Made in Q4 2022 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-167- 1.56% |
$2.05K - $4.16K
|
10.5K
$826K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-245- 31.01% |
$3K - $6.1K
|
545
$42.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-298- 32.86% |
$3.65K - $7.42K
|
609
$47.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-400- 53.12% |
$4.9K - $9.96K
|
353
$27.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-410- 11.21% |
$5.02K - $10.2K
|
3.25K
$255K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-425- 34.69% |
$5.21K - $10.6K
|
800
$62.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-455- 12.49% |
$5.57K - $11.3K
|
3.19K
$250K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-483- 40.97% |
$5.92K - $12K
|
696
$54.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-539- 9.76% |
$6.6K - $13.4K
|
4.99K
$391K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-598- 1.26% |
$7.33K - $14.9K
|
46.9K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-600- 85.71% |
$7.35K - $14.9K
|
100
$7.85K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 40.62% |
$16.1K - $32.8K
|
1.92K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.64K- 1.75% |
$20K - $40.7K
|
92K
$7.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.67K- 13.84% |
$20.5K - $41.6K
|
10.4K
$817K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.88K- 4.2% |
$23.1K - $46.9K
|
43K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.98K- 2.42% |
$24.3K - $49.3K
|
79.9K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.37K- 0.2% |
$29.1K - $59.1K
|
1.17M
$92M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2.5K- 28.06% |
$30.6K - $62.3K
|
6.41K
$503K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.81K- 22.35% |
$34.4K - $69.8K
|
9.75K
$765K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3K- 33.67% |
$36.8K - $74.7K
|
5.91K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.17K- 9.38% |
$38.8K - $78.9K
|
30.6K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.53K- 8.74% |
$43.3K - $88K
|
36.9K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.7K- 22.3% |
$45.3K - $92.1K
|
12.9K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.77K- 10.45% |
$46.1K - $93.8K
|
32.3K
$2.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.1K- 2.27% |
$50.2K - $102K
|
177K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.84K- 21.31% |
$59.3K - $121K
|
17.9K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.99K- 7.46% |
$61.1K - $124K
|
61.8K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
- |
-5K- 15.43% |
$61.3K - $125K
|
27.4K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.18K- 23.14% |
$87.9K - $179K
|
23.8K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.23K- 22.53% |
$88.6K - $180K
|
24.9K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.78K- 27.64% |
$108K - $219K
|
23K
$1.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.95K- 24.06% |
$110K - $223K
|
28.3K
$2.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-9.31K- 9.69% |
$114K - $232K
|
86.8K
$6.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-9.52K- 25.55% |
$117K - $237K
|
27.7K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-11.9K- 97.7% |
$146K - $297K
|
280
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12K- 52.99% |
$147K - $299K
|
10.7K
$837K
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-13.3K- 15.72% |
$163K - $332K
|
71.4K
$5.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.5K- 69.79% |
$166K - $337K
|
5.85K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-13.7K- 58.44% |
$167K - $340K
|
9.71K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-15.2K- 45.57% |
$187K - $379K
|
18.2K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 22.79% |
$193K - $392K
|
53.3K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.9K- 33.22% |
$231K - $469K
|
37.9K
$2.98M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19K- 44.39% |
$232K - $472K
|
23.8K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-22.3K- 26.52% |
$273K - $554K
|
61.7K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-23K- 52.68% |
$282K - $572K
|
20.6K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-26.7K- 17.66% |
$327K - $664K
|
124K
$9.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-46.6K- 37.54% |
$570K - $1.16M
|
77.5K
$6.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-46.7K- 39.21% |
$573K - $1.16M
|
72.5K
$5.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-50.9K- 17.32% |
$623K - $1.27M
|
243K
$19.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-56.4K- 7.58% |
$691K - $1.4M
|
688K
$54M
|