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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
268+ 20.81% |
$35.2K - $105K
|
1.56K
$115K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
265New |
$34.8K - $103K
|
265
$19.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
255New |
$33.5K - $99.5K
|
255
$18.9K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
250New |
$32.9K - $97.5K
|
250
$18.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
244+ 5.27% |
$32.1K - $95.2K
|
4.88K
$361K
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
240New |
$31.6K - $93.6K
|
240
$17.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
239+ 6.02% |
$31.4K - $93.2K
|
4.21K
$312K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
202+ 1.09% |
$26.6K - $78.8K
|
18.8K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
200New |
$26.3K - $78K
|
200
$14.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
185+ 10.54% |
$24.3K - $72.2K
|
1.94K
$144K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
178+ 35.6% |
$23.4K - $69.4K
|
678
$50.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
175New |
$23K - $68.3K
|
175
$13K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
173New |
$22.7K - $67.5K
|
173
$12.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
165New |
$21.7K - $64.4K
|
165
$12.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
164+ 5.0% |
$21.6K - $64K
|
3.45K
$255K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
159New |
$20.9K - $62K
|
159
$11.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130New |
$17.1K - $50.7K
|
130
$9.63K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
126+ 1.53% |
$16.6K - $49.1K
|
8.36K
$619K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
124+ 2.83% |
$16.3K - $48.4K
|
4.51K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
112New |
$14.7K - $43.7K
|
112
$8.29K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
104New |
$13.7K - $40.6K
|
104
$7.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$13.2K - $39K
|
100
$7.41K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$13.2K - $39K
|
100
$7.41K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
100New |
$13.2K - $39K
|
100
$7.41K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
100+ 161.29% |
$13.2K - $39K
|
162
$12K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 100.0% |
$13.2K - $39K
|
200
$14.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.58% |
$13.2K - $39K
|
6.45K
$477K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.2K - $39K
|
100
$7.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
95New |
$12.5K - $37.1K
|
95
$7.04K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
91+ 182.0% |
$12K - $35.5K
|
141
$10.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
90+ 2.9% |
$11.8K - $35.1K
|
3.19K
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 3.48% |
$10.5K - $31.2K
|
2.38K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
77+ 4.01% |
$10.1K - $30K
|
2K
$148K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
70+ 77.78% |
$9.21K - $27.3K
|
160
$11.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67New |
$8.81K - $26.1K
|
67
$4.96K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$8.55K - $25.4K
|
65
$4.81K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63New |
$8.28K - $24.6K
|
63
$4.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
60New |
$7.89K - $23.4K
|
60
$4.44K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
BUY
|
- |
57+ 1.09% |
$7.5K - $22.2K
|
5.29K
$392K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
56New |
$7.36K - $21.8K
|
56
$4.15K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
55+ 22.45% |
$7.23K - $21.5K
|
300
$22.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
55New |
$7.23K - $21.5K
|
55
$4.07K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
54New |
$7.1K - $21.1K
|
54
$4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 38.97% |
$6.97K - $20.7K
|
189
$14K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 196.3% |
$6.97K - $20.7K
|
80
$5.92K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
50New |
$6.58K - $19.5K
|
50
$3.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
50New |
$6.58K - $19.5K
|
50
$3.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50+ 714.29% |
$6.58K - $19.5K
|
57
$4.22K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
50New |
$6.58K - $19.5K
|
50
$3.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50New |
$6.58K - $19.5K
|
50
$3.7K
|