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
May 09, 2022 Q1 2022
Cypress Capital Management LLC (Wy)

SELL
 -
-95
Closed
$8.49K - $15K
0 $0
May 16, 2022 Q1 2022
Ensign Peak Advisors, Inc

Salt Lake City, UT
SELL
 -
-95
- 1.22%
$8.49K - $15K
7.69K $604K
Apr 20, 2022 Q1 2022
West Oak Capital, LLC

SELL
 -
-100
- 80.0%
$8.93K - $15.8K
25 $1.96K
May 11, 2022 Q1 2022
Act Capital Management, LLC

Wayne, PA
SELL
 -
-100
- 1.79%
$8.93K - $15.8K
5.5K $432K
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-104
Closed
$9.29K - $16.4K
0 $0
May 13, 2022 Q1 2022
State Of Wyoming

Cheyenne, WY
SELL
 -
-112
Closed
$10K - $17.7K
0 $0
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-119
- 2.44%
$10.6K - $18.8K
4.76K $374K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-122
- 17.99%
$10.9K - $19.3K
556 $43.7K
May 06, 2022 Q1 2022
Washburn Capital Management, Inc.

SELL
 -
-150
- 4.18%
$13.4K - $23.7K
3.44K $270K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-160
Closed
$14.3K - $25.3K
0 $0
Apr 12, 2022 Q1 2022
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-207
- 9.22%
$18.5K - $32.7K
2.04K $160K
May 13, 2022 Q1 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-210
- 4.58%
$18.8K - $33.2K
4.37K $343K
May 04, 2022 Q1 2022
Shell Asset Management CO

The Hague, P7
SELL
 -
-215
- 12.94%
$19.2K - $34K
1.45K $114K
Apr 27, 2022 Q1 2022
Krs Capital Management, LLC

SELL
 -
-255
Closed
$22.8K - $40.3K
0 $0
May 05, 2022 Q1 2022
Janiczek Wealth Management, LLC

SELL
 -
-300
- 98.36%
$26.8K - $47.4K
5 $393
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-305
- 2.14%
$27.2K - $48.2K
13.9K $1.09M
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

SELL
 -
-310
- 96.88%
$27.7K - $49K
10 $785
May 13, 2022 Q1 2022
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-311
Closed
$27.8K - $49.1K
0 $0
Apr 25, 2022 Q1 2022
Capital Cs Group, LLC

SELL
 -
-327
- 10.49%
$29.2K - $51.7K
2.79K $219K
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-408
- 8.14%
$36.5K - $64.5K
4.6K $361K
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-422
- 2.33%
$37.7K - $66.7K
17.7K $1.39M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-487
Closed
$43.5K - $76.9K
0 $0
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-509
- 12.22%
$45.5K - $80.4K
3.66K $287K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-515
Closed
$46K - $81.4K
0 $0
Apr 26, 2022 Q1 2022
Mezzasalma Advisors, LLC

SELL
 -
-710
- 8.9%
$63.4K - $112K
7.27K $571K
May 12, 2022 Q1 2022
Acadian Asset Management LLC

Boston, MA
SELL
 -
-740
Closed
$66.1K - $117K
0 $0
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-792
- 18.34%
$70.8K - $125K
3.53K $277K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

SELL
 -
-807
- 84.41%
$72.1K - $127K
149 $11.7K
May 16, 2022 Q1 2022
Jefferies Group LLC

New York, NY
SELL
 -
-814
Closed
$72.7K - $129K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1K
Closed
$89.3K - $158K
0 $0
May 16, 2022 Q1 2022
Squarepoint Ops LLC

New York, NY
SELL
 -
-1.24K
- 6.57%
$111K - $196K
17.6K $1.38M
May 13, 2022 Q1 2022
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.25K
- 6.69%
$112K - $198K
17.5K $1.37M
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-1.27K
- 0.71%
$114K - $201K
177K $13.9M
May 10, 2022 Q1 2022
Aft, Forsyth & Company, Inc.

SELL
 -
-1.3K
- 25.15%
$116K - $205K
3.87K $304K
May 16, 2022 Q1 2022
Css LLC

Chicago, IL
SELL
 -
-1.33K
Closed
$119K - $211K
0 $0
Apr 18, 2022 Q1 2022
Insight Folios Inc

SELL
 -
-1.34K
Closed
$120K - $212K
0 $0
May 06, 2022 Q1 2022
Mirador Capital Partners LP

SELL
 -
-1.35K
Closed
$121K - $213K
0 $0
May 11, 2022 Q1 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-1.37K
Closed
$122K - $216K
0 $0
May 16, 2022 Q1 2022
Alps Advisors Inc

Denver, CO
SELL
 -
-1.38K
Closed
$123K - $218K
0 $0
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-1.38K
Closed
$123K - $218K
0 $0
May 13, 2022 Q1 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-1.41K
- 2.51%
$126K - $223K
55K $4.32M
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-1.46K
Closed
$130K - $231K
0 $0
May 16, 2022 Q1 2022
Impax Asset Management Group PLC

SELL
 -
-1.48K
Closed
$132K - $234K
0 $0
Apr 19, 2022 Q1 2022
Highland Capital Management, LLC

SELL
 -
-1.5K
Closed
$134K - $237K
0 $0
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-1.5K
- 99.34%
$134K - $237K
10 $785
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-1.51K
Closed
$134K - $238K
0 $0
Apr 20, 2022 Q1 2022
Essex LLC

SELL
 -
-1.6K
Closed
$143K - $253K
0 $0
May 13, 2022 Q1 2022
Jasper Ridge Partners, L.P.

Menlo Park, CA
SELL
 -
-1.62K
Closed
$145K - $256K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.65K
Closed
$148K - $261K
0 $0

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