Purchases and Sales Made in Q4 2021 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.35K+ 5.63% |
$309K - $917K
|
44.1K
$3.46M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 75.46% |
$300K - $888K
|
5.3K
$416K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.28K+ 1354.17% |
$299K - $887K
|
2.44K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 1.63% |
$297K - $881K
|
141K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.26K+ 52.45% |
$297K - $881K
|
6.57K
$515K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.25K+ 75.0% |
$296K - $878K
|
5.25K
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.18KNew |
$286K - $849K
|
2.18K
$171K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.17KNew |
$286K - $848K
|
2.17K
$171K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.14KNew |
$282K - $835K
|
2.14K
$168K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.14K+ 173.36% |
$282K - $835K
|
3.38K
$265K
|
|
|
Jan 27, 2022
Q4 2021
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
2.05KNew |
$270K - $800K
|
2.05K
$161K
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.05K+ 40.92% |
$269K - $798K
|
7.05K
$553K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.01KNew |
$264K - $782K
|
2.01K
$157K
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2KNew |
$263K - $780K
|
2K
$157K
|
|
|
May 03, 2022
Q4 2021
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2KNew |
$263K - $780K
|
2K
$157K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.97K+ 233.89% |
$260K - $770K
|
2.82K
$221K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 83.59% |
$248K - $735K
|
4.14K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.82KNew |
$239K - $710K
|
1.82K
$143K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.68KNew |
$220K - $653K
|
1.68K
$132K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 71.69% |
$216K - $642K
|
3.94K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.64K+ 1.79% |
$215K - $638K
|
93.2K
$7.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.63KNew |
$214K - $636K
|
1.63K
$128K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.63K+ 44.49% |
$214K - $636K
|
5.29K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$213K - $630K
|
1.62K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.61K+ 68.65% |
$212K - $629K
|
3.97K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58K+ 201.53% |
$208K - $616K
|
2.36K
$186K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.51K+ 55.97% |
$199K - $590K
|
4.22K
$331K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
1.51KNew |
$199K - $590K
|
1.51K
$119K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.51KNew |
$199K - $590K
|
1.51K
$119K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.51KNew |
$198K - $588K
|
1.51K
$118K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
1.5KNew |
$197K - $585K
|
1.5K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
1.49KNew |
$196K - $582K
|
1.49K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.48KNew |
$195K - $578K
|
1.48K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.46KNew |
$192K - $569K
|
1.46K
$115K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.43K+ 38.03% |
$189K - $559K
|
5.21K
$409K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.43K+ 17.45% |
$187K - $556K
|
9.59K
$753K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.41K+ 73.37% |
$186K - $550K
|
3.33K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.39K+ 106.45% |
$182K - $541K
|
2.69K
$211K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.39KNew |
$182K - $541K
|
1.39K
$109K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.38KNew |
$181K - $538K
|
1.38K
$108K
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.37KNew |
$180K - $533K
|
1.37K
$107K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.35KNew |
$178K - $527K
|
1.35K
$106K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
1.34KNew |
$176K - $523K
|
1.34K
$105K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.32K+ 69.79% |
$173K - $514K
|
3.21K
$252K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.28K+ 225.0% |
$168K - $498K
|
1.85K
$145K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.23K+ 32.38% |
$161K - $478K
|
5.01K
$393K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.2K+ 240.2% |
$158K - $468K
|
1.7K
$134K
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.13K+ 16.12% |
$148K - $440K
|
8.12K
$638K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.1KNew |
$145K - $429K
|
1.1K
$86.4K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
1.1K+ 104.07% |
$145K - $429K
|
2.16K
$169K
|