Purchases and Sales Made in Q2 2022 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
531+ 5.52% |
$14.9K - $60.5K
|
10.1K
$836K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
512New |
$14.3K - $58.3K
|
512
$42.2K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
426+ 44.28% |
$11.9K - $48.5K
|
1.39K
$114K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
395+ 94.72% |
$11.1K - $45K
|
812
$66.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
311+ 79.34% |
$8.71K - $35.4K
|
703
$57.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
306+ 3060.0% |
$8.57K - $34.8K
|
316
$26K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
300+ 20.13% |
$8.4K - $34.2K
|
1.79K
$148K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
300New |
$8.4K - $34.2K
|
300
$24.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
280+ 26.22% |
$7.84K - $31.9K
|
1.35K
$111K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
205New |
$5.74K - $23.3K
|
205
$16.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201+ 47.07% |
$5.63K - $22.9K
|
628
$51.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
193+ 4.21% |
$5.4K - $22K
|
4.78K
$394K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
160New |
$4.48K - $18.2K
|
160
$13.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
124+ 516.67% |
$3.47K - $14.1K
|
148
$12.2K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
121+ 6.06% |
$3.39K - $13.8K
|
2.12K
$175K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113New |
$3.16K - $12.9K
|
113
$9.31K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
105+ 70.47% |
$2.94K - $12K
|
254
$20.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 0.78% |
$2.8K - $11.4K
|
12.9K
$1.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
85New |
$2.38K - $9.68K
|
85
$7.01K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
84New |
$2.35K - $9.56K
|
84
$6.92K
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
80+ 8000.0% |
$2.24K - $9.11K
|
81
$6.68K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
71+ 89.87% |
$1.99K - $8.08K
|
150
$12.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
57+ 32.02% |
$1.6K - $6.49K
|
235
$19.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
53+ 407.69% |
$1.48K - $6.03K
|
66
$5.44K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 37.88% |
$1.4K - $5.69K
|
182
$15K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
32+ 6.0% |
$896 - $3.64K
|
565
$46.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 500.0% |
$700 - $2.85K
|
30
$2.47K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
20+ 333.33% |
$560 - $2.28K
|
26
$2.14K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$560 - $2.28K
|
20
$1.65K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
17New |
$476 - $1.94K
|
17
$1.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
15+ 166.67% |
$420 - $1.71K
|
24
$1.98K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15New |
$420 - $1.71K
|
15
$1.24K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$420 - $1.71K
|
15
$1.24K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
14New |
$392 - $1.59K
|
14
$1.15K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 100.0% |
$364 - $1.48K
|
26
$2.14K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 100.0% |
$280 - $1.14K
|
20
$1.65K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 37.04% |
$280 - $1.14K
|
37
$3.05K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 2.83% |
$280 - $1.14K
|
363
$29.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
9+ 150.0% |
$252 - $1.02K
|
15
$1.24K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$140 - $569
|
5
$412
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.01% |
$112 - $455
|
31.3K
$2.58M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 3.08% |
$112 - $455
|
134
$11K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3New |
$84 - $342
|
3
$247
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3+ 0.21% |
$84 - $342
|
1.45K
$119K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$56 - $228
|
2
$165
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2+ 200.0% |
$56 - $228
|
3
$247
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 2.0% |
$28 - $114
|
51
$4.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 3.03% |
$28 - $114
|
32
$2.64K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2- 9.09% |
$56 - $228
|
20
$1.65K
|