Purchases and Sales Made in Q3 2022 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
12.1KNew |
$251K - $437K
|
12.1K
$947K
|
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
11.6KNew |
$241K - $420K
|
11.6K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 29.07% |
$234K - $408K
|
50K
$3.92M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 83.83% |
$233K - $406K
|
24.6K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
10K+ 44.63% |
$208K - $363K
|
32.4K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10KNew |
$208K - $363K
|
10K
$785K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.69KNew |
$201K - $351K
|
9.69K
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.2K+ 56.44% |
$170K - $297K
|
22.7K
$1.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.53K+ 149.87% |
$157K - $273K
|
12.6K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7K+ 44.62% |
$146K - $254K
|
22.7K
$1.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7K+ 466.67% |
$146K - $254K
|
8.5K
$667K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.5K+ 32500.0% |
$135K - $236K
|
6.52K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.44K+ 17.33% |
$134K - $234K
|
43.6K
$3.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.43K+ 75.99% |
$134K - $233K
|
14.9K
$1.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.22K+ 20.05% |
$129K - $225K
|
37.2K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.71K+ 58.89% |
$119K - $207K
|
15.4K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.4K+ 43.23% |
$112K - $196K
|
17.9K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.76K+ 61.87% |
$98.9K - $173K
|
12.4K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
4.63KNew |
$96.3K - $168K
|
4.63K
$364K
|
|
|
Oct 11, 2022
Q3 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
4.3KNew |
$89.4K - $156K
|
4.3K
$338K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.99K+ 29.43% |
$83K - $145K
|
17.6K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.51K+ 4.61% |
$73K - $127K
|
79.7K
$6.25M
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.01KNew |
$62.6K - $109K
|
3.01K
$236K
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3K+ 68.63% |
$62.3K - $109K
|
7.36K
$578K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 3526.51% |
$60.9K - $106K
|
3.01K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.81K+ 4.0% |
$58.4K - $102K
|
73.1K
$5.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.74K+ 8.83% |
$57K - $99.4K
|
33.8K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.72K+ 28.85% |
$56.5K - $98.6K
|
12.1K
$953K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.3K+ 34.8% |
$47.8K - $83.4K
|
8.91K
$700K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.26K+ 5.59% |
$47K - $82K
|
42.7K
$3.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.03K+ 73.21% |
$42.3K - $73.8K
|
4.81K
$378K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.97K+ 10.47% |
$40.9K - $71.3K
|
20.7K
$1.63M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.81K+ 818.55% |
$37.6K - $65.6K
|
2.03K
$159K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 11.54% |
$35.7K - $62.3K
|
16.6K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.69K+ 12.1% |
$35.2K - $61.3K
|
15.7K
$1.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.63K+ 10.74% |
$33.9K - $59.2K
|
16.8K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59K+ 12.14% |
$33.1K - $57.8K
|
14.7K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.5K+ 1.73% |
$31.2K - $54.4K
|
88K
$6.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44K+ 4.49% |
$29.9K - $52.1K
|
33.4K
$2.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.35KNew |
$28.1K - $49K
|
1.35K
$106K
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.27K+ 13.21% |
$26.5K - $46.2K
|
10.9K
$857K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 9.12% |
$23.2K - $40.5K
|
13.3K
$1.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.09KNew |
$22.6K - $39.4K
|
1.09K
$85.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
895+ 32.58% |
$18.6K - $32.5K
|
3.64K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
893+ 6.56% |
$18.6K - $32.4K
|
14.5K
$1.14M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
850+ 35.93% |
$17.7K - $30.8K
|
3.22K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
798+ 0.33% |
$16.6K - $29K
|
241K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
700New |
$14.6K - $25.4K
|
700
$55K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
660+ 3.76% |
$13.7K - $23.9K
|
18.2K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
654New |
$13.6K - $23.7K
|
654
$51.3K
|