Purchases and Sales Made in Q2 2024 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7K+ 63.64% |
$151K - $200K
|
18K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
6.55K+ 49.11% |
$142K - $187K
|
19.9K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.53K+ 17.1% |
$141K - $187K
|
44.7K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.37K+ 17.06% |
$138K - $182K
|
43.7K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.76K+ 16.44% |
$125K - $165K
|
40.8K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.57KNew |
$121K - $159K
|
5.57K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.54K+ 7.65% |
$120K - $158K
|
77.9K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 55.21% |
$119K - $157K
|
15.5K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4.34K+ 14.62% |
$93.9K - $124K
|
34K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.06KNew |
$87.8K - $116K
|
4.06K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.94K+ 9.51% |
$85.3K - $113K
|
45.4K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.51K+ 8.29% |
$76K - $100K
|
45.9K
$3.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.5KNew |
$75.7K - $100K
|
3.5K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.98K+ 7.2% |
$64.4K - $85.1K
|
44.3K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.39K+ 15.55% |
$51.7K - $68.3K
|
17.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.38K+ 14.78% |
$51.5K - $68K
|
18.5K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.37K+ 9.6% |
$51.3K - $67.8K
|
27K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.24K+ 44.86% |
$48.5K - $64.1K
|
7.24K
$482K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.05K+ 5.14% |
$44.4K - $58.7K
|
42K
$2.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2K+ 46.51% |
$43.3K - $57.2K
|
6.3K
$420K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.88K+ 15.21% |
$40.7K - $53.8K
|
14.2K
$950K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.8K+ 1.26% |
$39K - $51.5K
|
145K
$9.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.74K+ 9.78% |
$37.5K - $49.6K
|
19.5K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.7K+ 2.44% |
$36.7K - $48.5K
|
71.3K
$4.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.68K+ 96.21% |
$36.3K - $47.9K
|
3.42K
$228K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.59K+ 258.96% |
$34.4K - $45.5K
|
2.2K
$147K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$30.6K - $40.5K
|
1.42K
$94.4K
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 5.81% |
$30.1K - $39.7K
|
25.3K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 5.81% |
$30.1K - $39.7K
|
25.3K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.26K+ 15.92% |
$27.3K - $36K
|
9.18K
$612K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.08K+ 7.04% |
$23.5K - $31K
|
16.5K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
957+ 29.57% |
$20.7K - $27.4K
|
4.19K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
950+ 3.43% |
$20.6K - $27.2K
|
28.6K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
925+ 6.23% |
$20K - $26.4K
|
15.8K
$1.05M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
900+ 10.36% |
$19.5K - $25.7K
|
9.59K
$639K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
872+ 52.98% |
$18.9K - $24.9K
|
2.52K
$168K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
698+ 3.51% |
$15.1K - $20K
|
20.6K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
654New |
$14.2K - $18.7K
|
654
$43.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
516+ 416.13% |
$11.2K - $14.8K
|
640
$42.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
480+ 2.97% |
$10.4K - $13.7K
|
16.6K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
439New |
$9.5K - $12.6K
|
439
$29.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
422+ 4.23% |
$9.13K - $12.1K
|
10.4K
$694K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
414New |
$8.96K - $11.8K
|
414
$27.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
409+ 18.19% |
$8.85K - $11.7K
|
2.66K
$177K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
406+ 0.69% |
$8.79K - $11.6K
|
59K
$3.93M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
382+ 1.53% |
$8.27K - $10.9K
|
25.3K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
350+ 6.42% |
$7.57K - $10K
|
5.8K
$387K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
300New |
$6.49K - $8.58K
|
300
$20K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
300New |
$6.49K - $8.58K
|
300
$20K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
280New |
$6.06K - $8.01K
|
280
$18.7K
|