Purchases and Sales Made in Q3 2021 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.93KNew |
$219K - $650K
|
1.93K
$159K
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.92KNew |
$217K - $647K
|
1.92K
$158K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.92KNew |
$217K - $646K
|
1.92K
$158K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.92KNew |
$217K - $646K
|
1.92K
$158K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.89KNew |
$214K - $636K
|
1.89K
$156K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.87KNew |
$212K - $630K
|
1.87K
$154K
|
|
|
Nov 15, 2021
Q3 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$210K - $624K
|
1.86K
$153K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.84K+ 28.65% |
$208K - $617K
|
8.24K
$679K
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.82K+ 13.64% |
$206K - $613K
|
15.2K
$1.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 13.66% |
$202K - $601K
|
14.9K
$1.23M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.76KNew |
$198K - $590K
|
1.76K
$145K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.74KNew |
$197K - $586K
|
1.74K
$144K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.68KNew |
$190K - $566K
|
1.68K
$139K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.62KNew |
$183K - $545K
|
1.62K
$134K
|
|
|
Nov 12, 2021
Q3 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.62KNew |
$183K - $545K
|
1.62K
$134K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.62KNew |
$183K - $545K
|
1.62K
$133K
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
1.6KNew |
$181K - $538K
|
1.6K
$132K
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$176K - $524K
|
1.56K
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.51KNew |
$171K - $509K
|
1.51K
$125K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.5KNew |
$170K - $505K
|
1.5K
$124K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.5KNew |
$169K - $503K
|
1.5K
$123K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.45KNew |
$164K - $489K
|
1.45K
$120K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.41KNew |
$159K - $473K
|
1.41K
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.35KNew |
$153K - $455K
|
1.35K
$111K
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.35KNew |
$153K - $454K
|
1.35K
$111K
|
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
1.33KNew |
$151K - $449K
|
1.33K
$110K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 73.0% |
$150K - $446K
|
3.14K
$259K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3KNew |
$147K - $438K
|
1.3K
$107K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.3KNew |
$147K - $437K
|
1.3K
$107K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
1.3KNew |
$147K - $437K
|
1.3K
$107K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$146K - $433K
|
1.29K
$106K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.25KNew |
$142K - $422K
|
1.25K
$103K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.24KNew |
$140K - $415K
|
1.24K
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$137K - $407K
|
1.21K
$99.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.19K+ 112.14% |
$135K - $401K
|
2.26K
$186K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.19KNew |
$134K - $399K
|
1.19K
$97.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 55.17% |
$132K - $393K
|
3.29K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.16KNew |
$131K - $390K
|
1.16K
$95.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.15KNew |
$129K - $385K
|
1.15K
$94.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
1.14KNew |
$129K - $384K
|
1.14K
$94.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.11KNew |
$125K - $372K
|
1.11K
$91.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1KNew |
$124K - $370K
|
1.1K
$90.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$123K - $366K
|
1.09K
$89.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 646.11% |
$122K - $363K
|
1.25K
$103K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08KNew |
$122K - $363K
|
1.08K
$88.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.07KNew |
$121K - $359K
|
1.07K
$87.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.06K+ 53.71% |
$120K - $358K
|
3.04K
$251K
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
BUY
|
- |
1.06KNew |
$120K - $356K
|
1.06K
$87.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.05KNew |
$119K - $353K
|
1.05K
$86.5K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.05KNew |
$118K - $351K
|
1.05K
$86.1K
|