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
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-63- 86.3% |
$1.31K - $2.29K
|
10
$785
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-66- 5.28% |
$1.37K - $2.39K
|
1.19K
$93K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-75- 33.33% |
$1.56K - $2.72K
|
150
$11.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 2.17% |
$1.68K - $2.94K
|
3.66K
$287K
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-110- 5.19% |
$2.29K - $3.99K
|
2.01K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-110- 5.19% |
$2.29K - $3.99K
|
2.01K
$158K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-110- 5.19% |
$2.29K - $3.99K
|
2.01K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-126- 49.61% |
$2.62K - $4.57K
|
128
$10K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-150- 92.02% |
$3.12K - $5.44K
|
13
$1.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-169- 11.66% |
$3.51K - $6.13K
|
1.28K
$100K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 50.0% |
$4.16K - $7.26K
|
200
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-244- 0.75% |
$5.07K - $8.85K
|
32.1K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-298- 47.45% |
$6.2K - $10.8K
|
330
$25.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-375- 23.81% |
$7.8K - $13.6K
|
1.2K
$94.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-410- 0.52% |
$8.52K - $14.9K
|
78.9K
$6.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-424- 61.36% |
$8.81K - $15.4K
|
267
$21K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-560- 55.39% |
$11.6K - $20.3K
|
451
$35.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-700- 5.98% |
$14.6K - $25.4K
|
11K
$864K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-742- 84.61% |
$15.4K - $26.9K
|
135
$10.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-808- 99.51% |
$16.8K - $29.3K
|
4
$314
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-847- 6.15% |
$17.6K - $30.7K
|
12.9K
$1.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-863- 0.26% |
$17.9K - $31.3K
|
330K
$25.9M
|
|
|
Dec 01, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-863- 0.26% |
$17.9K - $31.3K
|
330K
$25.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-899- 66.69% |
$18.7K - $32.6K
|
449
$35.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-900- 49.81% |
$18.7K - $32.7K
|
907
$71.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-917- 7.05% |
$19.1K - $33.3K
|
12.1K
$949K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-950- 21.22% |
$19.8K - $34.5K
|
3.53K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 56.55% |
$21.4K - $37.3K
|
790
$62K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.15K- 3.14% |
$23.9K - $41.6K
|
35.4K
$2.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.22K- 95.29% |
$25.3K - $44.1K
|
60
$4.71K
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-1.4K- 11.93% |
$29.1K - $50.8K
|
10.3K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.84K- 13.79% |
$38.3K - $66.8K
|
11.5K
$904K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2K- 4.89% |
$41.6K - $72.6K
|
38.9K
$3.05M
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.54K- 3.01% |
$52.8K - $92.1K
|
81.9K
$6.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-2.6KClosed |
$54.1K - $94.3K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.72K- 19.31% |
$56.5K - $98.5K
|
11.4K
$891K
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-2.9K- 42.69% |
$60.3K - $105K
|
3.9K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.17K- 7.26% |
$65.8K - $115K
|
40.4K
$3.17M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.94K- 70.78% |
$81.9K - $143K
|
1.63K
$128K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-4.08K- 24.26% |
$84.8K - $148K
|
12.7K
$1M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-4.6K- 21.37% |
$95.6K - $167K
|
16.9K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.43K- 21.88% |
$113K - $197K
|
19.4K
$1.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-5.91K- 53.26% |
$123K - $214K
|
5.19K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.98K- 10.33% |
$124K - $217K
|
51.9K
$4.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-6.31K- 37.14% |
$131K - $229K
|
10.7K
$839K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.81K- 39.82% |
$141K - $247K
|
10.3K
$807K
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.78K- 44.07% |
$162K - $282K
|
9.88K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.3K- 6.14% |
$173K - $301K
|
127K
$9.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-8.64K- 66.39% |
$180K - $313K
|
4.37K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-8.74K- 8.74% |
$182K - $317K
|
91.3K
$7.17M
|