Purchases and Sales Made in Q1 2022 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.97KNew |
$176K - $311K
|
1.97K
$154K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
1.94K+ 40.72% |
$173K - $306K
|
6.69K
$526K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.92KNew |
$172K - $304K
|
1.92K
$151K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.87KNew |
$167K - $296K
|
1.87K
$147K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.86KNew |
$166K - $294K
|
1.86K
$146K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.86KNew |
$166K - $294K
|
1.86K
$146K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.84K+ 107.88% |
$164K - $290K
|
3.54K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
1.78K+ 60.89% |
$159K - $281K
|
4.71K
$369K
|
|
|
Apr 29, 2022
Q1 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.75KNew |
$156K - $276K
|
1.75K
$137K
|
|
|
May 12, 2022
Q1 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.75K+ 53.12% |
$156K - $276K
|
5.03K
$395K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.73K+ 47.28% |
$155K - $274K
|
5.4K
$424K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 146.05% |
$152K - $269K
|
2.86K
$225K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 31.98% |
$151K - $268K
|
6.99K
$549K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.69K+ 53.39% |
$151K - $267K
|
4.85K
$381K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.68K+ 68.77% |
$150K - $265K
|
4.12K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.66K+ 62.4% |
$148K - $262K
|
4.31K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.62K+ 7.63% |
$145K - $256K
|
22.9K
$1.8M
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.6K+ 3.11% |
$143K - $253K
|
53.1K
$4.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.6KNew |
$143K - $253K
|
1.6K
$126K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 783.0% |
$140K - $247K
|
1.77K
$139K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.53K+ 76.46% |
$137K - $242K
|
3.54K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.53K+ 59.66% |
$137K - $242K
|
4.1K
$322K
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.53K+ 16.93% |
$136K - $241K
|
10.5K
$827K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.5K+ 62.53% |
$134K - $237K
|
3.9K
$307K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.38K+ 64.47% |
$123K - $218K
|
3.52K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
1.34KNew |
$119K - $211K
|
1.34K
$105K
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.29K+ 13.47% |
$115K - $204K
|
10.9K
$854K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.29K+ 118.13% |
$115K - $204K
|
2.38K
$187K
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.28KNew |
$114K - $202K
|
1.28K
$100K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.23K+ 52.12% |
$110K - $195K
|
3.6K
$282K
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.2KNew |
$107K - $190K
|
1.2K
$94.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 23.85% |
$105K - $185K
|
6.08K
$477K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$103K - $183K
|
1.16K
$90.9K
|
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.13K+ 188.13% |
$101K - $178K
|
1.72K
$135K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.11K+ 55.68% |
$99.3K - $176K
|
3.11K
$244K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05K+ 7013.33% |
$94K - $166K
|
1.07K
$83.8K
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
1.05KNew |
$93.8K - $166K
|
1.05K
$82.4K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 3345.16% |
$92.6K - $164K
|
1.07K
$83.8K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.02K+ 24.04% |
$90.8K - $161K
|
5.24K
$412K
|
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
979+ 34.44% |
$87.5K - $155K
|
3.82K
$300K
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
953+ 69.11% |
$85.1K - $151K
|
2.33K
$183K
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
950+ 20.88% |
$84.9K - $150K
|
5.5K
$432K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
937+ 17.7% |
$83.7K - $148K
|
6.23K
$489K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
909New |
$81.2K - $144K
|
909
$71.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
900+ 35.29% |
$80.4K - $142K
|
3.45K
$271K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
875+ 40.19% |
$78.2K - $138K
|
3.05K
$240K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
866+ 430.85% |
$77.4K - $137K
|
1.07K
$83.8K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
830+ 82.42% |
$74.2K - $131K
|
1.84K
$144K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
817+ 102.13% |
$73K - $129K
|
1.62K
$127K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
800+ 80.0% |
$71.5K - $126K
|
1.8K
$141K
|