Purchases and Sales Made in Q4 2024 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 5.56% |
$869 - $1.94K
|
437
$27.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21New |
$793 - $1.77K
|
21
$1.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.09% |
$756 - $1.69K
|
22.4K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 6.06% |
$604 - $1.35K
|
280
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15New |
$567 - $1.27K
|
15
$951
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.68% |
$567 - $1.27K
|
908
$57.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
10+ 0.1% |
$378 - $845
|
9.77K
$620K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$378 - $845
|
10
$634
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$378 - $845
|
10
$634
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$340 - $760
|
5.94K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 14.29% |
$340 - $760
|
72
$4.57K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
9New |
$340 - $760
|
9
$571
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 17.14% |
$227 - $507
|
41
$2.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6New |
$227 - $507
|
6
$380
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 66.67% |
$227 - $507
|
15
$951
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
5New |
$189 - $422
|
5
$317
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 5.56% |
$189 - $422
|
95
$6.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 17.24% |
$189 - $422
|
34
$2.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 8.51% |
$151 - $338
|
51
$3.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 30.0% |
$113 - $253
|
13
$824
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2New |
$75.6 - $169
|
2
$127
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 200.0% |
$75.6 - $169
|
3
$190
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.53% |
$75.6 - $169
|
81
$5.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.15% |
$75.6 - $169
|
1.34K
$84.7K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 1.82% |
$37.8 - $84.5
|
56
$3.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 1.05% |
$75.6 - $169
|
188
$11.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.86% |
$264 - $591
|
809
$51.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-16- 21.05% |
$604 - $1.35K
|
60
$3.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 50.0% |
$1.13K - $2.53K
|
30
$1.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-44- 23.16% |
$1.66K - $3.72K
|
146
$9.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-45- 31.03% |
$1.7K - $3.8K
|
100
$6.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-50- 33.33% |
$1.89K - $4.22K
|
100
$6.34K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 12.86% |
$2.38K - $5.32K
|
427
$27.1K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-80- 0.39% |
$3.02K - $6.76K
|
20.5K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-81- 1.57% |
$3.06K - $6.84K
|
5.08K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.62% |
$3.51K - $7.85K
|
15K
$950K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 32.26% |
$3.78K - $8.45K
|
210
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-100- 0.28% |
$3.78K - $8.45K
|
35.6K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 22.12% |
$3.78K - $8.45K
|
352
$22.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-107- 34.74% |
$4.04K - $9.04K
|
201
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-125- 71.02% |
$4.72K - $10.6K
|
51
$3.23K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139- 24.96% |
$5.25K - $11.7K
|
418
$26.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 87.38% |
$7.06K - $15.8K
|
27
$1.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-189- 3.63% |
$7.14K - $16K
|
5.01K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-205- 2.86% |
$7.74K - $17.3K
|
6.97K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-214- 4.15% |
$8.08K - $18.1K
|
4.94K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-221- 3.51% |
$8.35K - $18.7K
|
6.08K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-223- 2.09% |
$8.42K - $18.8K
|
10.5K
$663K
|