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 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 100.0% |
$17.9K - $31.6K
|
400
$31.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200New |
$17.9K - $31.6K
|
200
$15.7K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
199+ 79.6% |
$17.8K - $31.4K
|
449
$35.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
196+ 6.11% |
$17.5K - $31K
|
3.41K
$267K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
187New |
$16.7K - $29.5K
|
187
$14.7K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
180New |
$16.1K - $28.4K
|
180
$14.1K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
177+ 8.86% |
$15.8K - $28K
|
2.17K
$171K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
167+ 47.18% |
$14.9K - $26.4K
|
521
$40.9K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
145+ 439.39% |
$13K - $22.9K
|
178
$14K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
143+ 153.76% |
$12.8K - $22.6K
|
236
$18.5K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
137New |
$12.2K - $21.6K
|
137
$10.8K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
125New |
$11.2K - $19.7K
|
125
$9.81K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
120+ 480.0% |
$10.7K - $19K
|
145
$11.4K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
120+ 292.68% |
$10.7K - $19K
|
161
$12.6K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
114New |
$10.2K - $18K
|
114
$8.95K
|
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
110New |
$9.83K - $17.4K
|
110
$8.64K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 158.73% |
$8.93K - $15.8K
|
163
$12.8K
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
BUY
|
- |
100+ 4.64% |
$8.93K - $15.8K
|
2.26K
$177K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 50.0% |
$8.93K - $15.8K
|
300
$23.6K
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.55% |
$8.93K - $15.8K
|
6.55K
$514K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$8.93K - $15.8K
|
100
$7.85K
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
100+ 0.28% |
$8.93K - $15.8K
|
35.7K
$2.8M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
92+ 242.11% |
$8.22K - $14.5K
|
130
$10.2K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
90New |
$8.04K - $14.2K
|
90
$7.07K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
85+ 10.04% |
$7.59K - $13.4K
|
932
$73.2K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
79New |
$7.06K - $12.5K
|
79
$6.2K
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
74+ 0.01% |
$6.61K - $11.7K
|
1.01M
$78.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 18.87% |
$4.47K - $7.9K
|
315
$24.7K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
48New |
$4.29K - $7.58K
|
48
$3.77K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
48+ 208.7% |
$4.29K - $7.58K
|
71
$5.57K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
46+ 5.31% |
$4.11K - $7.27K
|
912
$71.6K
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
45+ 1.25% |
$4.02K - $7.11K
|
3.65K
$287K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
44+ 1.99% |
$3.93K - $6.95K
|
2.26K
$177K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
41New |
$3.66K - $6.48K
|
41
$3.22K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
35New |
$3.13K - $5.53K
|
35
$2.75K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
35+ 4.83% |
$3.13K - $5.53K
|
760
$59.7K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
35New |
$3.13K - $5.53K
|
35
$2.75K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30+ 34.88% |
$2.68K - $4.74K
|
116
$9.11K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
27+ 1.13% |
$2.41K - $4.27K
|
2.43K
$191K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26+ 866.67% |
$2.32K - $4.11K
|
29
$2.28K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
24New |
$2.14K - $3.79K
|
24
$1.88K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24New |
$2.14K - $3.79K
|
24
$1.88K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
20+ 33.33% |
$1.79K - $3.16K
|
80
$6.28K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
19+ 271.43% |
$1.7K - $3K
|
26
$2.04K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
16New |
$1.43K - $2.53K
|
16
$1.26K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 7.17% |
$1.43K - $2.53K
|
239
$18.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14+ 5.3% |
$1.25K - $2.21K
|
278
$21.8K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12+ 0.35% |
$1.07K - $1.9K
|
3.44K
$270K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11New |
$983 - $1.74K
|
11
$864
|
|
|
May 13, 2022
Q1 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$893 - $1.58K
|
10
$785
|