Purchases and Sales Made in Q2 2022 in Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

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 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-426
Closed
$11.9K - $48.5K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-449
Closed
$12.6K - $51.1K
0 $0
Jul 20, 2022 Q2 2022
Umb Bank, N.A.

SELL
 -
-502
- 13.62%
$14.1K - $57.2K
3.18K $250K
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-682
- 30.22%
$19.1K - $77.6K
1.58K $124K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-755
- 51.89%
$21.1K - $86K
700 $55K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-887
- 19.17%
$24.8K - $101K
3.74K $294K
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

SELL
 -
-909
Closed
$25.5K - $103K
0 $0
Aug 10, 2022 Q2 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-924
- 6.37%
$25.9K - $105K
13.6K $1.07M
Aug 12, 2022 Q2 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-930
- 3.77%
$26K - $106K
23.7K $1.86M
May 10, 2024 Q2 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-991
- 31.88%
$27.7K - $113K
2.12K $166K
Aug 11, 2022 Q2 2022
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-991
- 31.88%
$27.7K - $113K
2.12K $166K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-1.06K
- 36.91%
$29.6K - $120K
1.81K $142K
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-1.16K
- 65.52%
$32.4K - $132K
609 $47.8K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.16K
Closed
$32.4K - $132K
0 $0
Aug 08, 2022 Q2 2022
Knuff & CO LLC

Foster City, CA
SELL
 -
-1.2K
Closed
$33.6K - $137K
0 $0
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-1.29K
- 35.3%
$36.1K - $147K
2.37K $186K
Aug 16, 2022 Q2 2022
Apollo Management Holdings, L.P.

New York, NY
SELL
 -
-1.34K
Closed
$37.4K - $152K
0 $0
Aug 12, 2022 Q2 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.6K
Closed
$44.8K - $182K
0 $0
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.65K
- 2.3%
$46.1K - $188K
70.1K $5.51M
Aug 04, 2022 Q2 2022
Riggs Asset Managment Co. Inc.

SELL
 -
-1.68K
- 9.74%
$47.2K - $192K
15.6K $1.23M
Jul 18, 2022 Q2 2022
Gables Capital Management Inc.

SELL
 -
-1.71K
- 57.21%
$47.7K - $194K
1.28K $100K
Jul 29, 2022 Q2 2022
Emerald Mutual Fund Advisers Trust

SELL
 -
-1.75K
Closed
$49K - $199K
0 $0
Jul 18, 2022 Q2 2022
Kercheville Advisors, LLC

SELL
 -
-1.78K
- 15.11%
$49.8K - $203K
10K $785K
Aug 15, 2022 Q2 2022
Dark Forest Capital Management LP

Weston, CT
SELL
 -
-1.81K
- 25.87%
$50.6K - $206K
5.18K $406K
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

SELL
 -
-1.86K
Closed
$52.1K - $212K
0 $0
Jul 13, 2022 Q2 2022
Sumitomo Mitsui Ds Asset Management Company, LTD

SELL
 -
-1.86K
Closed
$52.1K - $212K
0 $0
Aug 02, 2022 Q2 2022
Brown Advisory Inc

SELL
 -
-1.87K
Closed
$52.4K - $213K
0 $0
Aug 15, 2022 Q2 2022
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-1.92K
Closed
$53.9K - $219K
0 $0
Aug 12, 2022 Q2 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-1.94K
Closed
$54.3K - $221K
0 $0
Aug 12, 2022 Q2 2022
Pearl River Capital, LLC

Niles, MI
SELL
 -
-1.97K
Closed
$55K - $224K
0 $0
Aug 15, 2022 Q2 2022
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-1.97K
Closed
$55.1K - $224K
0 $0
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-1.97K
Closed
$55.1K - $224K
0 $0
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.98K
Closed
$55.4K - $225K
0 $0
Aug 03, 2022 Q2 2022
Lgt Fund Management CO Ltd.

SELL
 -
-2K
Closed
$56K - $228K
0 $0
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

SELL
 -
-2K
Closed
$56K - $228K
0 $0
Aug 15, 2022 Q2 2022
Permian Investment Partners, LP

New York, NY
SELL
 -
-2.01K
Closed
$56.3K - $229K
0 $0
Aug 15, 2022 Q2 2022
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-2.03K
- 13.17%
$56.7K - $231K
13.4K $1.05M
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

SELL
 -
-2.04K
Closed
$57K - $232K
0 $0
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-2.04K
Closed
$57.1K - $232K
0 $0
Aug 11, 2022 Q2 2022
Simplify Asset Management Inc.

New York, NY
SELL
 -
-2.05K
Closed
$57.4K - $233K
0 $0
Aug 09, 2022 Q2 2022
Jump Financial, LLC

Chicago, IL
SELL
 -
-2.07K
Closed
$57.9K - $235K
0 $0
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

SELL
 -
-2.09K
Closed
$58.4K - $237K
0 $0
Aug 09, 2022 Q2 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-2.09K
Closed
$58.6K - $238K
0 $0
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

SELL
 -
-2.09K
Closed
$58.6K - $238K
0 $0
Aug 15, 2022 Q2 2022
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-2.1K
Closed
$58.8K - $239K
0 $0
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-2.12K
Closed
$59.4K - $242K
0 $0
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-2.17K
Closed
$60.9K - $248K
0 $0
Jul 18, 2022 Q2 2022
South Shore Capital Advisors

SELL
 -
-2.19K
Closed
$61.4K - $250K
0 $0
Aug 02, 2022 Q2 2022
Aigen Investment Management, LP

SELL
 -
-2.2K
Closed
$61.5K - $250K
0 $0

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