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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.54K+ 4.53% |
$53.1K - $120K
|
58.7K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 6.99% |
$48.1K - $109K
|
35.3K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.23K+ 8.15% |
$46.5K - $105K
|
29.5K
$2.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.04K+ 15.3% |
$42.7K - $96.7K
|
15.4K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 23.38% |
$42.5K - $96.4K
|
10.8K
$847K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 20.0% |
$41.7K - $94.6K
|
12K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.88K+ 4.99% |
$39.2K - $88.9K
|
39.6K
$3.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.86KNew |
$38.8K - $87.9K
|
1.86K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.69K+ 152.25% |
$35.3K - $80.1K
|
2.81K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.65KNew |
$34.4K - $77.9K
|
1.65K
$130K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.5KNew |
$31.3K - $71K
|
1.5K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.5KNew |
$31.3K - $71K
|
1.5K
$118K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.49KNew |
$31K - $70.3K
|
1.49K
$117K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
1.4KNew |
$29.2K - $66.2K
|
1.4K
$110K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 24.01% |
$20.9K - $47.3K
|
5.17K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
916+ 12.16% |
$19.1K - $43.3K
|
8.45K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
880+ 18.26% |
$18.4K - $41.6K
|
5.7K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
700+ 0.77% |
$14.6K - $33.1K
|
92.1K
$7.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
669+ 146.71% |
$14K - $31.7K
|
1.13K
$88.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
666+ 11.53% |
$13.9K - $31.5K
|
6.44K
$507K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
640+ 15.61% |
$13.4K - $30.3K
|
4.74K
$374K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
619+ 5.53% |
$12.9K - $29.3K
|
11.8K
$930K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
605New |
$12.6K - $28.6K
|
605
$47.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
553New |
$11.5K - $26.2K
|
553
$43.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
527+ 23.73% |
$11K - $24.9K
|
2.75K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
418+ 5.83% |
$8.72K - $19.8K
|
7.58K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
418+ 1.16% |
$8.72K - $19.8K
|
36.4K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
389+ 1.58% |
$8.12K - $18.4K
|
25K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
369New |
$7.7K - $17.5K
|
369
$29.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
358+ 1.25% |
$7.47K - $16.9K
|
29.1K
$2.29M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
350New |
$7.3K - $16.6K
|
350
$27.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
322New |
$6.72K - $15.2K
|
322
$25.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
296+ 5.18% |
$6.18K - $14K
|
6.01K
$474K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
220New |
$4.59K - $10.4K
|
220
$17.3K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207+ 6.31% |
$4.32K - $9.79K
|
3.49K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
186New |
$3.88K - $8.8K
|
186
$14.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
185+ 23.72% |
$3.86K - $8.75K
|
965
$76K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
141+ 38.32% |
$2.94K - $6.67K
|
509
$40.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
136+ 79.53% |
$2.84K - $6.43K
|
307
$24.2K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
127+ 2.64% |
$2.65K - $6.01K
|
4.93K
$388K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
123+ 2050.0% |
$2.57K - $5.82K
|
129
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
103+ 44.78% |
$2.15K - $4.87K
|
333
$26.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$7.88K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$2.09K - $4.73K
|
100
$7.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
88New |
$1.84K - $4.16K
|
88
$6.93K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
86New |
$1.79K - $4.07K
|
86
$6.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85New |
$1.77K - $4.02K
|
85
$6.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
83New |
$1.73K - $3.93K
|
83
$6.54K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
80+ 79.21% |
$1.67K - $3.78K
|
181
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
71New |
$1.48K - $3.36K
|
71
$5.59K
|