Purchases and Sales Made in Q1 2022 in Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

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
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

BUY
 -
817
+ 102.13%
$73K - $129K
1.62K $133K
Apr 29, 2022 Q1 2022
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
800
+ 80.0%
$71.5K - $126K
1.8K $148K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
778
+ 52.6%
$69.5K - $123K
2.26K $186K
Apr 28, 2022 Q1 2022
Arcadia Investment Management Corp

BUY
 -
770
+ 51.09%
$68.8K - $122K
2.28K $188K
May 13, 2022 Q1 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
763
+ 1.28%
$68.2K - $121K
60.3K $4.97M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
763
+ 42.22%
$68.2K - $121K
2.57K $212K
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
748
+ 349.53%
$66.8K - $118K
962 $79.3K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
726
+ 24.54%
$64.9K - $115K
3.69K $304K
Apr 15, 2022 Q1 2022
Paradiem, LLC

BUY
 -
714
+ 2.44%
$63.8K - $113K
30K $2.47M
Apr 19, 2022 Q1 2022
South Shore Capital Advisors

BUY
 -
701
+ 46.95%
$62.6K - $111K
2.19K $181K
Apr 21, 2022 Q1 2022
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
655
+ 23.43%
$58.5K - $103K
3.45K $284K
May 11, 2022 Q1 2022
Orion Capital Management LLC

BUY
 -
630
+ 9.95%
$56.3K - $99.5K
6.96K $574K
May 13, 2022 Q1 2022
Caisse De Depot Et Placement Du Quebec

Montreal, A8
BUY
 -
600
+ 18.75%
$53.6K - $94.8K
3.8K $313K
May 13, 2022 Q1 2022
Rafferty Asset Management, LLC

New York, NY
BUY
 -
577
+ 2.4%
$51.5K - $91.2K
24.6K $2.03M
May 06, 2022 Q1 2022
Kaizen Financial Strategies

BUY
 -
535
+ 16.77%
$47.8K - $84.5K
3.73K $307K
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
513
+ 163.9%
$45.8K - $81K
826 $68.1K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
488
+ 15.17%
$43.6K - $77.1K
3.71K $305K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
487
+ 11.76%
$43.5K - $76.9K
4.63K $381K
May 09, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
486
+ 35.06%
$43.4K - $76.8K
1.87K $154K
May 12, 2022 Q1 2022
Rhumbline Advisers

Boston, MA
BUY
 -
485
+ 1.1%
$43.3K - $76.6K
44.6K $3.68M
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
467
+ 2.48%
$41.7K - $73.8K
19.3K $1.59M
May 09, 2022 Q1 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
462
+ 49.31%
$41.3K - $73K
1.4K $115K
Apr 20, 2022 Q1 2022
Xponance, Inc.

BUY
 -
443
+ 8.67%
$39.6K - $70K
5.55K $458K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
441
+ 62.64%
$39.4K - $69.7K
1.15K $94.4K
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

BUY
 -
434
+ 4.99%
$38.8K - $68.6K
9.14K $753K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
426
New
$38.1K - $67.3K
426 $35.1K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
417
New
$37.3K - $65.9K
417 $34.4K
May 17, 2022 Q1 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
416
New
$37.2K - $65.7K
416 $34.3K
May 16, 2022 Q1 2022
Vestcor Inc

Fredericton, A3
BUY
 -
408
+ 170.0%
$36.5K - $64.5K
648 $53.4K
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
405
+ 38.57%
$36.2K - $64K
1.46K $120K
May 13, 2022 Q1 2022
Commons Capital, LLC

Needham, MA
BUY
 -
400
+ 20.0%
$35.7K - $63.2K
2.4K $198K
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
395
+ 11.7%
$35.3K - $62.4K
3.77K $311K
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
395
New
$35.3K - $62.4K
395 $32.6K
May 16, 2022 Q1 2022
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
392
+ 1.59%
$35K - $61.9K
25K $2.06M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
391
+ 23.07%
$34.9K - $61.8K
2.09K $172K
Apr 22, 2022 Q1 2022
Cherry Creek Investment Advisors, Inc.

BUY
 -
386
+ 13.7%
$34.5K - $61K
3.2K $264K
May 17, 2022 Q1 2022
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
365
+ 8.65%
$32.6K - $57.7K
4.58K $378K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
327
+ 327.0%
$29.2K - $51.7K
427 $35.2K
May 16, 2022 Q1 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
320
+ 17.97%
$28.6K - $50.6K
2.1K $173K
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
300
+ 18.3%
$26.8K - $47.4K
1.94K $160K
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

BUY
 -
290
New
$25.9K - $45.8K
290 $23.9K
May 04, 2022 Q1 2022
Souders Financial Advisors

BUY
 -
290
+ 6.04%
$25.9K - $45.8K
5.09K $419K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
288
+ 276.92%
$25.7K - $45.5K
392 $32.3K
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
287
New
$25.6K - $45.3K
287 $23.7K
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

BUY
 -
263
New
$23.5K - $41.6K
263 $21.7K
Apr 14, 2022 Q1 2022
Wealth Advisors, Inc.

BUY
 -
259
+ 8.05%
$23.1K - $40.9K
3.48K $287K
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

BUY
 -
253
+ 253.0%
$22.6K - $40K
353 $29.1K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
244
New
$21.8K - $38.5K
244 $20.1K
May 05, 2022 Q1 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
233
New
$20.8K - $36.8K
233 $19.2K

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