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
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
46New |
$6.05K - $17.9K
|
46
$3.61K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
44+ 0.87% |
$5.79K - $17.2K
|
5.11K
$401K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
43+ 86.0% |
$5.65K - $16.8K
|
93
$7.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
43+ 8.6% |
$5.65K - $16.8K
|
543
$42.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
43New |
$5.65K - $16.8K
|
43
$3.38K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
39+ 39.0% |
$5.13K - $15.2K
|
139
$10.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
33New |
$4.34K - $12.9K
|
33
$2.59K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
33New |
$4.34K - $12.9K
|
33
$2.59K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
31New |
$4.08K - $12.1K
|
31
$2.43K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
30New |
$3.95K - $11.7K
|
30
$2.36K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
28+ 2.07% |
$3.68K - $10.9K
|
1.38K
$108K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
25+ 25.0% |
$3.29K - $9.75K
|
125
$9.81K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$3.29K - $9.75K
|
25
$1.96K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
25New |
$3.29K - $9.75K
|
25
$1.96K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24+ 38.71% |
$3.16K - $9.36K
|
86
$6.75K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24New |
$3.16K - $9.36K
|
24
$1.88K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
24New |
$3.16K - $9.36K
|
24
$1.88K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23New |
$3.02K - $8.97K
|
23
$1.81K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
22New |
$2.89K - $8.58K
|
22
$1.73K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
20New |
$2.63K - $7.8K
|
20
$1.57K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20New |
$2.63K - $7.8K
|
20
$1.57K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
20New |
$2.63K - $7.8K
|
20
$1.57K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17New |
$2.24K - $6.63K
|
17
$1.33K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
16New |
$2.1K - $6.24K
|
16
$1.26K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$1.97K - $5.85K
|
15
$1.18K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
15+ 75.0% |
$1.97K - $5.85K
|
35
$2.75K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
15New |
$1.97K - $5.85K
|
15
$1.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
15New |
$1.97K - $5.85K
|
15
$1.18K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14+ 5.6% |
$1.84K - $5.46K
|
264
$20.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 26.0% |
$1.71K - $5.07K
|
63
$4.95K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11+ 2.31% |
$1.45K - $4.29K
|
487
$38.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
10New |
$1.32K - $3.9K
|
10
$785
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 66.67% |
$1.32K - $3.9K
|
25
$1.96K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10New |
$1.32K - $3.9K
|
10
$785
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.18K - $3.51K
|
3.03K
$238K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 150.0% |
$1.18K - $3.51K
|
15
$1.18K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9+ 0.54% |
$1.18K - $3.51K
|
1.66K
$130K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
9+ 0.3% |
$1.18K - $3.51K
|
3.03K
$238K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
9New |
$1.18K - $3.51K
|
9
$707
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 47.37% |
$1.18K - $3.51K
|
28
$2.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
8+ 800.0% |
$1.05K - $3.12K
|
9
$707
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
7New |
$921 - $2.73K
|
7
$550
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6New |
$789 - $2.34K
|
6
$471
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5New |
$658 - $1.95K
|
5
$393
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4New |
$526 - $1.56K
|
4
$314
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
4New |
$526 - $1.56K
|
4
$314
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3New |
$395 - $1.17K
|
3
$236
|
|
|
Feb 02, 2022
Q4 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
3+ 60.0% |
$395 - $1.17K
|
8
$628
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.01% |
$395 - $1.17K
|
31.3K
$2.46M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3New |
$395 - $1.17K
|
3
$236
|