Purchases and Sales Made in Q4 2023 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.4KNew |
$238K - $541K
|
11.4K
$897K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
11KNew |
$230K - $520K
|
11K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$216K - $490K
|
10.4K
$813K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.75KNew |
$203K - $461K
|
9.75K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.88K+ 58.67% |
$185K - $420K
|
24K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.36K+ 106.47% |
$175K - $396K
|
16.2K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.22K+ 86.61% |
$172K - $389K
|
17.7K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.98KNew |
$167K - $377K
|
7.98K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.72K+ 34.21% |
$161K - $365K
|
30.3K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.4K+ 28.06% |
$155K - $350K
|
33.8K
$2.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.33KNew |
$153K - $347K
|
7.33K
$575K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.2KNew |
$150K - $341K
|
7.2K
$565K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.15KNew |
$149K - $338K
|
7.15K
$561K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.15K+ 8.94% |
$149K - $338K
|
87.1K
$6.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.02K+ 0.51% |
$147K - $332K
|
1.39M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
6.89K+ 163.82% |
$144K - $326K
|
11.1K
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.84K+ 81.35% |
$143K - $324K
|
15.3K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.78KNew |
$141K - $321K
|
6.78K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.78KNew |
$141K - $321K
|
6.78K
$532K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
6.66KNew |
$139K - $315K
|
6.66K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
6.59KNew |
$137K - $312K
|
6.59K
$517K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.57KNew |
$137K - $311K
|
6.57K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.42KNew |
$134K - $304K
|
6.42K
$504K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.39KNew |
$133K - $303K
|
6.39K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.17K+ 20.62% |
$129K - $292K
|
36.1K
$2.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.88K+ 0.58% |
$123K - $278K
|
1.02M
$80M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77KNew |
$120K - $273K
|
5.77K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.7KNew |
$119K - $269K
|
5.7K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.53KNew |
$115K - $261K
|
5.53K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.4KNew |
$113K - $256K
|
5.4K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.36KNew |
$112K - $253K
|
5.36K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.34KNew |
$111K - $253K
|
5.34K
$419K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.31KNew |
$111K - $251K
|
5.31K
$417K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.18KNew |
$108K - $245K
|
5.18K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
5.1KNew |
$106K - $241K
|
5.1K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$106K - $241K
|
5.1K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.93K+ 9.13% |
$103K - $233K
|
58.9K
$4.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.65K+ 6.93% |
$97.1K - $220K
|
71.8K
$5.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.8K+ 14.57% |
$79.3K - $180K
|
29.9K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 1.86% |
$77.9K - $177K
|
205K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.69K+ 9.72% |
$76.9K - $174K
|
41.6K
$3.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.09K+ 10.04% |
$64.5K - $146K
|
33.9K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.09K+ 4.22% |
$64.4K - $146K
|
76.2K
$5.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3K+ 8.89% |
$62.6K - $142K
|
36.8K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95K+ 7.4% |
$61.5K - $139K
|
42.8K
$3.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.94K+ 30.44% |
$61.3K - $139K
|
12.6K
$988K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.84K+ 4.13% |
$59.2K - $134K
|
71.6K
$5.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.77K+ 6.24% |
$57.8K - $131K
|
47.2K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.76K+ 29.41% |
$57.5K - $130K
|
12.1K
$952K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 12.55% |
$56.1K - $127K
|
24.1K
$1.89M
|