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 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
359New |
$40.6K - $121K
|
359
$26.6K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
358+ 81.55% |
$40.5K - $120K
|
797
$59K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
331+ 1103.33% |
$37.4K - $111K
|
361
$26.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
300New |
$33.9K - $101K
|
300
$22.2K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
300New |
$33.9K - $101K
|
300
$22.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
299+ 111.15% |
$33.8K - $101K
|
568
$42.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
272+ 66.34% |
$30.8K - $91.5K
|
682
$50.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
270+ 7.71% |
$30.5K - $90.8K
|
3.77K
$279K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
250New |
$28.3K - $84.1K
|
250
$18.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
245New |
$27.7K - $82.4K
|
245
$18.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
201New |
$22.7K - $67.6K
|
201
$14.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
186New |
$21K - $62.6K
|
186
$13.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
183+ 7.37% |
$20.7K - $61.6K
|
2.67K
$197K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
171+ 5.91% |
$19.3K - $57.5K
|
3.06K
$227K
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
169+ 4.07% |
$19.1K - $56.8K
|
4.32K
$320K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
168New |
$19K - $56.5K
|
168
$12.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158New |
$17.9K - $53.1K
|
158
$11.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
151New |
$17.1K - $50.8K
|
151
$11.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
150New |
$17K - $50.5K
|
150
$11.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
143New |
$16.2K - $48.1K
|
143
$10.6K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
126New |
$14.2K - $42.4K
|
126
$9.33K
|
|
|
Nov 05, 2021
Q3 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
125+ 1.74% |
$14.1K - $42K
|
7.33K
$542K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
125New |
$14.1K - $42K
|
125
$9.26K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120New |
$13.6K - $40.4K
|
120
$8.89K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
117+ 835.71% |
$13.2K - $39.4K
|
131
$9.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
110New |
$12.4K - $37K
|
110
$8.15K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106+ 353.33% |
$12K - $35.7K
|
136
$10.1K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
103New |
$11.6K - $34.6K
|
103
$7.63K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
102New |
$11.5K - $34.3K
|
102
$7.55K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$11.3K - $33.6K
|
100
$7.41K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100New |
$11.3K - $33.6K
|
100
$7.41K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$11.3K - $33.6K
|
100
$7.41K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 9.52% |
$11.3K - $33.6K
|
1.15K
$85.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$11.3K - $33.6K
|
100
$7.41K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$11.3K - $33.6K
|
100
$7.41K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
100+ 66.67% |
$11.3K - $33.6K
|
250
$18.5K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
100New |
$11.3K - $33.6K
|
100
$7.41K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
95New |
$10.7K - $32K
|
95
$7.04K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
94+ 5.01% |
$10.6K - $31.6K
|
1.97K
$146K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
90New |
$10.2K - $30.3K
|
90
$6.67K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
82New |
$9.27K - $27.6K
|
82
$6.07K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
82+ 4.48% |
$9.27K - $27.6K
|
1.91K
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
80+ 1.55% |
$9.05K - $26.9K
|
5.24K
$388K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
75+ 131.58% |
$8.48K - $25.2K
|
132
$9.78K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
73New |
$8.26K - $24.6K
|
73
$5.41K
|
|
|
Nov 04, 2021
Q3 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
69+ 3.13% |
$7.8K - $23.2K
|
2.28K
$169K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
63+ 77.78% |
$7.12K - $21.2K
|
144
$10.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
62New |
$7.01K - $20.9K
|
62
$4.59K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
60New |
$6.79K - $20.2K
|
60
$4.44K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60New |
$6.79K - $20.2K
|
60
$4.44K
|