Coastal Bridge Advisors, LLC's ownership history for UPST

Coastal Bridge Advisors, LLC currently holds 37.7K shares with a market value of $1.6M. It started holding UPST on 2024-12-31. At its peak, it held 38.9K shares on 2025-09-30. Its highest holding value was $2.5M on 2025-06-30. At its lowest, it held 35.6K shares on 2024-12-31, with a value of $1.6M on 2025-12-31. In the recent 180 days, Coastal Bridge Advisors, LLC has decreased its shares by 779. In the recent year, Coastal Bridge Advisors, LLC has increased its shares by 2.1K.