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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59+ 2.1% |
$6.67K - $19.8K
|
2.87K
$212K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$6.11K - $18.2K
|
54
$4K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
50New |
$5.65K - $16.8K
|
50
$3.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
50New |
$5.65K - $16.8K
|
50
$3.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50New |
$5.65K - $16.8K
|
50
$3.7K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
50New |
$5.65K - $16.8K
|
50
$3.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
45+ 16.36% |
$5.09K - $15.1K
|
320
$23.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
35New |
$3.96K - $11.8K
|
35
$2.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34New |
$3.85K - $11.4K
|
34
$2.52K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
34+ 212.5% |
$3.85K - $11.4K
|
50
$3.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25New |
$2.83K - $8.41K
|
25
$1.85K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
20+ 90.91% |
$2.26K - $6.73K
|
42
$3.11K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
19New |
$2.15K - $6.39K
|
19
$1.41K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
19New |
$2.15K - $6.39K
|
19
$1.41K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
17New |
$1.92K - $5.72K
|
17
$1.26K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 145.45% |
$1.81K - $5.38K
|
27
$2K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 8.0% |
$1.81K - $5.38K
|
216
$16K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
14New |
$1.58K - $4.71K
|
14
$1.04K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14New |
$1.58K - $4.71K
|
14
$1.04K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
11New |
$1.24K - $3.7K
|
11
$815
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$1.13K - $3.36K
|
10
$741
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
10New |
$1.13K - $3.36K
|
10
$741
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 21.95% |
$1.02K - $3.03K
|
50
$3.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 133.33% |
$905 - $2.69K
|
14
$1.04K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7New |
$792 - $2.35K
|
7
$518
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7New |
$792 - $2.35K
|
7
$518
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6New |
$679 - $2.02K
|
6
$444
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$679 - $2.02K
|
6
$444
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 2.86% |
$565 - $1.68K
|
180
$13.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
5New |
$565 - $1.68K
|
5
$370
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3New |
$339 - $1.01K
|
3
$222
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3New |
$339 - $1.01K
|
3
$222
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1New |
$113 - $336
|
1
$74.1
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-10Closed |
$1.13K - $3.36K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 25.37% |
$1.92K - $5.72K
|
50
$3.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 4.58% |
$2.71K - $8.07K
|
500
$37K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-34- 68.0% |
$3.85K - $11.4K
|
16
$1.18K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-50- 1.3% |
$5.65K - $16.8K
|
3.79K
$280K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-74- 35.24% |
$8.37K - $24.9K
|
136
$10.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-116Closed |
$13.1K - $39K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 65.22% |
$33.9K - $101K
|
160
$11.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-508- 16.15% |
$57.4K - $171K
|
2.64K
$195K
|
|
|
Nov 10, 2021
Q3 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-601- 4.12% |
$68K - $202K
|
14K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-607Closed |
$68.6K - $204K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-1KClosed |
$113K - $336K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 58.82% |
$127K - $377K
|
784
$58.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.37K- 62.23% |
$155K - $460K
|
831
$61.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.4K- 65.63% |
$158K - $470K
|
732
$54.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.5K- 75.0% |
$170K - $505K
|
500
$37K
|