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 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
620+ 12.64% |
$12.9K - $22.5K
|
5.52K
$455K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
607+ 3.62% |
$12.6K - $22K
|
17.4K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
600+ 85.71% |
$12.5K - $21.8K
|
1.3K
$107K
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
500+ 3.88% |
$10.4K - $18.1K
|
13.4K
$1.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
456+ 5.39% |
$9.48K - $16.5K
|
8.91K
$734K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
447+ 140.57% |
$9.29K - $16.2K
|
765
$63.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
444New |
$9.23K - $16.1K
|
444
$36.6K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
400+ 4444.44% |
$8.32K - $14.5K
|
409
$33.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
390+ 107.44% |
$8.11K - $14.1K
|
753
$62.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
375+ 159.57% |
$7.8K - $13.6K
|
610
$50.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
366+ 7.66% |
$7.61K - $13.3K
|
5.14K
$424K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
308+ 5.72% |
$6.4K - $11.2K
|
5.7K
$469K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
245+ 1020.83% |
$5.09K - $8.89K
|
269
$22.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
190+ 950.0% |
$3.95K - $6.89K
|
210
$17.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
177+ 25.18% |
$3.68K - $6.42K
|
880
$72.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
149+ 1.57% |
$3.1K - $5.41K
|
9.65K
$796K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
134+ 127.62% |
$2.79K - $4.86K
|
239
$19.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130New |
$2.7K - $4.72K
|
130
$10.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
125New |
$2.6K - $4.54K
|
125
$10.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
123New |
$2.56K - $4.46K
|
123
$10.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
101+ 388.46% |
$2.1K - $3.66K
|
127
$10.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 86.21% |
$2.08K - $3.63K
|
216
$17.8K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
90New |
$1.87K - $3.27K
|
90
$7.42K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
60New |
$1.25K - $2.18K
|
60
$4.95K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.17% |
$1.02K - $1.78K
|
28.9K
$2.38M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
35New |
$728 - $1.27K
|
35
$2.88K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 1.03% |
$686 - $1.2K
|
3.24K
$267K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$520 - $907
|
25
$2.06K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.15% |
$416 - $726
|
12.9K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17+ 94.44% |
$353 - $617
|
35
$2.88K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$353 - $617
|
17
$1.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$312 - $544
|
15
$1.24K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
12New |
$249 - $435
|
12
$989
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11+ 0.55% |
$229 - $399
|
2.01K
$165K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
11New |
$229 - $399
|
11
$907
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
10+ 100.0% |
$208 - $363
|
20
$1.65K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
5New |
$104 - $181
|
5
$412
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2+ 66.67% |
$41.6 - $72.6
|
5
$412
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
1+ 6.67% |
$20.8 - $36.3
|
16
$1.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$41.6 - $72.6
|
800
$65.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 50.0% |
$166 - $290
|
8
$659
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-11- 8.21% |
$229 - $399
|
123
$10.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 73.33% |
$229 - $399
|
4
$330
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14- 2.48% |
$291 - $508
|
551
$45.4K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-20- 76.92% |
$416 - $726
|
6
$495
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 26.32% |
$624 - $1.09K
|
84
$6.92K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31- 3.69% |
$644 - $1.12K
|
809
$66.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-37- 0.35% |
$769 - $1.34K
|
10.5K
$865K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-48- 32.43% |
$998 - $1.74K
|
100
$8.24K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-56- 0.41% |
$1.16K - $2.03K
|
13.7K
$1.13M
|