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
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
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-2.2K
Closed
$61.6K - $251K
0 $0
Jul 14, 2022 Q2 2022
First Bancorp, Inc

SELL
 -
-2.26K
Closed
$63.2K - $257K
0 $0
Aug 10, 2022 Q2 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-2.26K
Closed
$63.3K - $257K
0 $0
Aug 15, 2022 Q2 2022
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-2.33K
Closed
$65.3K - $265K
0 $0
Aug 12, 2022 Q2 2022
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-2.35K
Closed
$65.8K - $268K
0 $0
Aug 01, 2022 Q2 2022
Liberty One Investment Management, LLC

SELL
 -
-2.38K
Closed
$66.7K - $271K
0 $0
Aug 09, 2022 Q2 2022
Commons Capital, LLC

Needham, MA
SELL
 -
-2.4K
Closed
$67.2K - $273K
0 $0
Jul 20, 2022 Q2 2022
Purus Wealth Management, LLC

SELL
 -
-2.43K
Closed
$68K - $276K
0 $0
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-2.57K
Closed
$72K - $293K
0 $0
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-2.63K
Closed
$73.5K - $299K
0 $0
Jul 19, 2022 Q2 2022
Capital Cs Group, LLC

SELL
 -
-2.79K
Closed
$78.1K - $318K
0 $0
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.8K
- 30.76%
$78.4K - $319K
6.3K $520K
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-2.87K
Closed
$80.3K - $326K
0 $0
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.92K
- 21.34%
$81.6K - $332K
10.8K $886K
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.92K
- 21.34%
$81.6K - $332K
10.8K $886K
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

SELL
 -
-2.92K
Closed
$81.7K - $332K
0 $0
Aug 15, 2022 Q2 2022
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-3K
Closed
$84K - $342K
0 $0
Jul 18, 2022 Q2 2022
Warren Street Wealth Advisors, LLC

SELL
 -
-3K
Closed
$84K - $342K
0 $0
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

SELL
 -
-3K
Closed
$84K - $342K
0 $0
Aug 08, 2022 Q2 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-3.01K
Closed
$84.3K - $343K
0 $0
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-3.02K
- 81.35%
$84.4K - $343K
691 $57K
Aug 11, 2022 Q2 2022
Rossmore Private Capital

Glastonbury, CT
SELL
 -
-3.04K
Closed
$85.2K - $346K
0 $0
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

SELL
 -
-3.05K
Closed
$85.5K - $347K
0 $0
Jul 20, 2022 Q2 2022
Cherry Creek Investment Advisors, Inc.

SELL
 -
-3.2K
Closed
$89.7K - $365K
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-3.21K
Closed
$89.8K - $365K
0 $0
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-3.22K
Closed
$90.1K - $366K
0 $0
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-3.31K
- 23.76%
$92.7K - $377K
10.6K $875K
Aug 01, 2022 Q2 2022
Maryland State Retirement & Pension System

SELL
 -
-3.44K
Closed
$96.2K - $391K
0 $0
Jul 15, 2022 Q2 2022
Washburn Capital Management, Inc.

SELL
 -
-3.44K
Closed
$96.3K - $392K
0 $0
Aug 09, 2022 Q2 2022
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-3.44K
Closed
$96.4K - $392K
0 $0
Jul 18, 2022 Q2 2022
Keudell

SELL
 -
-3.45K
Closed
$96.6K - $393K
0 $0
Aug 15, 2022 Q2 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-3.47K
Closed
$97K - $395K
0 $0
Aug 05, 2022 Q2 2022
Wealth Advisors, Inc.

SELL
 -
-3.48K
Closed
$97.4K - $396K
0 $0
Aug 15, 2022 Q2 2022
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-3.5K
- 63.64%
$98K - $398K
2K $165K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-3.52K
Closed
$98.6K - $401K
0 $0
Jul 22, 2022 Q2 2022
Kg&L Capital Management,Llc

SELL
 -
-3.52K
Closed
$98.6K - $401K
0 $0
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-3.53K
Closed
$98.8K - $402K
0 $0
Jul 20, 2022 Q2 2022
Harbour Capital Advisors, LLC

SELL
 -
-3.54K
Closed
$99K - $402K
0 $0
Aug 09, 2022 Q2 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-3.54K
Closed
$99K - $403K
0 $0
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-3.54K
Closed
$99.1K - $403K
0 $0
Jul 18, 2022 Q2 2022
Kaizen Financial Strategies

SELL
 -
-3.73K
Closed
$104K - $424K
0 $0
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
SELL
 -
-3.77K
Closed
$106K - $429K
0 $0
Aug 12, 2022 Q2 2022
Caisse De Depot Et Placement Du Quebec

Montreal, A8
SELL
 -
-3.8K
Closed
$106K - $433K
0 $0
Jul 12, 2022 Q2 2022
Iam Advisory, LLC

SELL
 -
-3.82K
Closed
$107K - $435K
0 $0
Jul 28, 2022 Q2 2022
Aft, Forsyth & Company, Inc.

SELL
 -
-3.87K
Closed
$108K - $441K
0 $0
Jul 14, 2022 Q2 2022
Xr Securities LLC

SELL
 -
-3.93K
Closed
$110K - $447K
0 $0
Aug 08, 2022 Q2 2022
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-3.94K
Closed
$110K - $449K
0 $0

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