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
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.1KNew |
$145K - $429K
|
1.1K
$90.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 10.07% |
$144K - $427K
|
12K
$987K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.09KNew |
$144K - $426K
|
1.09K
$90K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.03K+ 63.73% |
$136K - $403K
|
2.65K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.01K+ 132.2% |
$133K - $395K
|
1.78K
$147K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1KNew |
$132K - $390K
|
1K
$82.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1KNew |
$132K - $390K
|
1K
$82.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
998+ 37.45% |
$131K - $389K
|
3.66K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
969+ 4.54% |
$127K - $378K
|
22.3K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
953+ 42.09% |
$125K - $372K
|
3.22K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
946+ 9460.0% |
$124K - $369K
|
956
$78.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
935+ 66.45% |
$123K - $365K
|
2.34K
$193K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
904+ 33.85% |
$119K - $353K
|
3.58K
$295K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
898+ 47.34% |
$118K - $350K
|
2.8K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
890+ 148.33% |
$117K - $347K
|
1.49K
$123K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
847New |
$111K - $330K
|
847
$69.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
842+ 54.04% |
$111K - $328K
|
2.4K
$198K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
837+ 837.0% |
$110K - $326K
|
937
$77.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
814New |
$107K - $317K
|
814
$67.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
770+ 16.9% |
$101K - $300K
|
5.33K
$439K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
770+ 17.5% |
$101K - $300K
|
5.17K
$426K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
754+ 25.34% |
$99.2K - $294K
|
3.73K
$307K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
702+ 63.53% |
$92.3K - $274K
|
1.81K
$149K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
680+ 12.04% |
$89.4K - $265K
|
6.33K
$522K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
650+ 6.19% |
$85.5K - $254K
|
11.2K
$920K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
620New |
$81.5K - $242K
|
620
$51.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
604+ 16.26% |
$79.4K - $236K
|
4.32K
$356K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
581+ 22.03% |
$76.4K - $227K
|
3.22K
$265K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
580+ 62.7% |
$76.3K - $226K
|
1.51K
$124K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
575+ 53.34% |
$75.6K - $224K
|
1.65K
$136K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
565+ 353.13% |
$74.3K - $220K
|
725
$59.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
540+ 49.14% |
$71K - $211K
|
1.64K
$135K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
537+ 57.01% |
$70.6K - $209K
|
1.48K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
502+ 3.1% |
$66K - $196K
|
16.7K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
500+ 166.67% |
$65.8K - $195K
|
800
$65.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
488+ 225.93% |
$64.2K - $190K
|
704
$58K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
478+ 11.06% |
$62.9K - $186K
|
4.8K
$396K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
475+ 15.13% |
$62.5K - $185K
|
3.62K
$298K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
431+ 37.48% |
$56.7K - $168K
|
1.58K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
429+ 14.0% |
$56.4K - $167K
|
3.49K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
413+ 404.9% |
$54.3K - $161K
|
515
$42.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
365+ 11.9% |
$48K - $142K
|
3.43K
$283K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 50.0% |
$46K - $137K
|
1.05K
$86.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
335+ 17.89% |
$44.1K - $131K
|
2.21K
$182K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
331+ 17.29% |
$43.5K - $129K
|
2.25K
$185K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
320New |
$42.1K - $125K
|
320
$26.4K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
313New |
$41.2K - $122K
|
313
$25.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
305New |
$40.1K - $119K
|
305
$25.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
298+ 42.03% |
$39.2K - $116K
|
1.01K
$83K
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
295New |
$38.8K - $115K
|
295
$24.3K
|