Stock TransactionsUPSTART HLDGS INC

Total Bought
906,482
22 transactions
Total Sold
2,063,033
17 transactions
Net
-1,156,551
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Optiver Holding B.V.48,866469,902+421,0360.050.38+0.33buy
FRED ALGER MANAGEMENT, LLC228,940508,050+279,1100.040.08+0.04buy
Carnegie Investment Counsel10,96793,337+82,3700.010.10+0.09buy
CTC LLC19,93472,637+52,7030.010.09+0.08buy
Capital Impact Advisors, LLC2,63519,447+16,8120.100.93+0.82buy
Liontrust Investment Partners LLP210,000225,000+15,0000.110.10-0.01buy
Hilltop Holdings Inc.24,22939,044+14,8150.110.14+0.03buy
TCI Wealth Advisors, Inc.25,74330,792+5,0490.120.11-0.01buy
Bayesian Capital Management, LP48,60053,609+5,0090.190.17-0.01buy
Belvedere Trading LLC5,0339,682+4,6490.060.04-0.02buy
Bank Julius Baer & Co. Ltd, Zurich50,93953,970+3,0310.010.01-0.00buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC7,1679,077+1,9100.030.03-0.00buy
Apollon Wealth Management, LLC8,1549,652+1,4980.010.01-0.00buy
Tyler-Stone Wealth Management27,33728,727+1,3900.550.47-0.09buy
Legacy Capital Group California, Inc.33,15933,758+5990.490.41-0.07buy
Compagnie Lombard Odier SCmA1,6502,200+5500.000.00-0.00buy
PayPay Securities Corp56363+3070.120.47+0.35buy
Asset Management One Co., Ltd.1,5521,831+2790.000.00-0.00buy
Itau Unibanco Holding S.A.725961+2360.000.00+0.00buy
Stonebridge Capital Advisors LLC130230+1000.000.00+0.00buy
ARCADIA INVESTMENT MANAGEMENT CORP/MI6,4906,515+250.050.04-0.01buy
Prime Capital Investment Advisors, LLC8,7138,717+40.010.01-0.00buy
SVB WEALTH LLC26,44526,436-90.020.02-0.00sell
Mezzasalma Advisors, LLC7,1657,135-300.160.13-0.03sell
Miracle Mile Advisors, LLC40,40540,305-1000.040.04-0.01sell
LEVEL FOUR ADVISORY SERVICES, LLC35,24535,125-1200.080.06-0.01sell
LIBERTY ONE INVESTMENT MANAGEMENT, LLC5,9005,717-1830.030.02-0.00sell
Nemes Rush Group LLC61031-5790.000.00-0.00sell
Orion Capital Management LLC5,7104,820-8900.130.09-0.05sell
Your Advocates Ltd., LLP1,0305-1,0250.020.00-0.02sell
C M BIDWELL & ASSOCIATES LTD2,1371,017-1,1200.060.02-0.03sell
Valeo Financial Advisors, LLC14,18112,382-1,7990.020.02-0.01sell
Baader Bank Aktiengesellschaft17,09715,000-2,0970.050.04-0.02sell
NATIXIS10,1067,330-2,7760.000.00-0.00sell
Skandinaviska Enskilda Banken AB (publ)7,8101,780-6,0300.000.00-0.00sell
BAILARD, INC.49,49839,531-9,9670.060.04-0.02sell
Inspire Advisors, LLC19,2968,411-10,8850.130.04-0.09sell
WMG Financial Advisors, LLC79,92054,497-25,4232.111.32-0.79sell
KING STREET CAPITAL MANAGEMENT, L.P.2,000,0000-2,000,0001.093.73+2.64sell
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