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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15New |
$567 - $1.27K
|
15
$1K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$378 - $845
|
10
$667
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$378 - $845
|
10
$667
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
10+ 0.1% |
$378 - $845
|
9.77K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 14.29% |
$340 - $760
|
72
$4.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
9New |
$340 - $760
|
9
$600
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 66.67% |
$227 - $507
|
15
$1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 17.14% |
$227 - $507
|
41
$2.73K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
6New |
$227 - $507
|
6
$400
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
5New |
$189 - $422
|
5
$333
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 17.24% |
$189 - $422
|
34
$2.27K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 5.56% |
$189 - $422
|
95
$6.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 8.51% |
$151 - $338
|
51
$3.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 30.0% |
$113 - $253
|
13
$867
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.15% |
$75.6 - $169
|
1.34K
$89K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.53% |
$75.6 - $169
|
81
$5.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 200.0% |
$75.6 - $169
|
3
$200
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 1.82% |
$37.8 - $84.5
|
56
$3.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
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
$12.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.86% |
$264 - $591
|
809
$53.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 50.0% |
$1.13K - $2.53K
|
30
$2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-44- 23.16% |
$1.66K - $3.72K
|
146
$9.73K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-45- 31.03% |
$1.7K - $3.8K
|
100
$6.67K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-50- 33.33% |
$1.89K - $4.22K
|
100
$6.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 12.86% |
$2.38K - $5.32K
|
427
$28.5K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-80- 0.39% |
$3.02K - $6.76K
|
20.5K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-81- 1.57% |
$3.06K - $6.84K
|
5.08K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.62% |
$3.51K - $7.85K
|
15K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-100- 0.28% |
$3.78K - $8.45K
|
35.6K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 22.12% |
$3.78K - $8.45K
|
352
$23.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 32.26% |
$3.78K - $8.45K
|
210
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-107- 34.74% |
$4.04K - $9.04K
|
201
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-125- 71.02% |
$4.72K - $10.6K
|
51
$3.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139- 24.96% |
$5.25K - $11.7K
|
418
$27.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 87.38% |
$7.06K - $15.8K
|
27
$1.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-189- 3.63% |
$7.14K - $16K
|
5.01K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-205- 2.86% |
$7.74K - $17.3K
|
6.97K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-214- 4.15% |
$8.08K - $18.1K
|
4.94K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-221- 3.51% |
$8.35K - $18.7K
|
6.08K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-223- 2.09% |
$8.42K - $18.8K
|
10.5K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-257- 11.84% |
$9.71K - $21.7K
|
1.91K
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-263- 3.53% |
$9.94K - $22.2K
|
7.2K
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-275- 91.67% |
$10.4K - $23.2K
|
25
$1.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-299- 0.68% |
$11.3K - $25.3K
|
43.4K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-312- 0.08% |
$11.8K - $26.4K
|
396K
$26.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-332- 22.05% |
$12.5K - $28K
|
1.17K
$78.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-337- 2.34% |
$12.7K - $28.5K
|
14.1K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-413- 5.3% |
$15.6K - $34.9K
|
7.39K
$492K
|