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
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$56 - $228
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4Closed |
$112 - $455
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-5Closed |
$140 - $569
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5Closed |
$140 - $569
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 50.0% |
$140 - $569
|
5
$412
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 20.69% |
$168 - $683
|
23
$1.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7- 12.28% |
$196 - $797
|
50
$4.12K
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-8Closed |
$224 - $911
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$280 - $1.14K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$308 - $1.25K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 18.31% |
$364 - $1.48K
|
58
$4.78K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-18Closed |
$504 - $2.05K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-20Closed |
$560 - $2.28K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-20Closed |
$560 - $2.28K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-26Closed |
$728 - $2.96K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-26- 2.04% |
$728 - $2.96K
|
1.25K
$103K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35Closed |
$980 - $3.98K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-44- 18.03% |
$1.23K - $5.01K
|
200
$16.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-48Closed |
$1.34K - $5.46K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50Closed |
$1.4K - $5.69K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-50Closed |
$1.4K - $5.69K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-50Closed |
$1.4K - $5.69K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-54Closed |
$1.51K - $6.15K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-55- 5.9% |
$1.54K - $6.26K
|
877
$72.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-56- 5.25% |
$1.57K - $6.38K
|
1.01K
$83.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-72- 80.0% |
$2.02K - $8.2K
|
18
$1.48K
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-72- 7.89% |
$2.02K - $8.2K
|
840
$69.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-85- 68.0% |
$2.38K - $9.68K
|
40
$3.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 65.52% |
$2.66K - $10.8K
|
50
$4.12K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-95Closed |
$2.66K - $10.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$2.8K - $11.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-100- 90.91% |
$2.8K - $11.4K
|
10
$824
|
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-110Closed |
$3.08K - $12.5K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-110- 4.08% |
$3.08K - $12.5K
|
2.58K
$213K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-112Closed |
$3.14K - $12.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-124- 0.7% |
$3.47K - $14.1K
|
17.5K
$1.45M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-137Closed |
$3.84K - $15.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-161- 65.98% |
$4.51K - $18.3K
|
83
$6.84K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-180Closed |
$5.04K - $20.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 26.32% |
$5.6K - $22.8K
|
560
$46.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-218- 92.37% |
$6.1K - $24.8K
|
18
$1.48K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-238- 42.81% |
$6.66K - $27.1K
|
318
$26.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-239Closed |
$6.69K - $27.2K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-243- 76.9% |
$6.8K - $27.7K
|
73
$6.02K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-263Closed |
$7.36K - $29.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-278Closed |
$7.78K - $31.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-287Closed |
$8.04K - $32.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-300- 2.5% |
$8.4K - $34.2K
|
11.7K
$964K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-350- 5.03% |
$9.8K - $39.8K
|
6.61K
$545K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-392- 24.24% |
$11K - $44.6K
|
1.23K
$101K
|