Purchases and Sales Made in Q4 2021 in Upstart Holdings, Inc. (UPST)

UPST Quotes by TradingView

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
Private Ocean, LLC

BUY
 -
3
+ 27.27%
$395 - $1.17K
14 $1.1K
Jan 28, 2022 Q4 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
2
+ 66.67%
$263 - $780
5 $393
Feb 02, 2022 Q4 2021
Riggs Asset Managment Co. Inc.

BUY
 -
2
New
$263 - $780
2 $157
May 17, 2022 Q4 2021
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
2
New
$263 - $780
2 $157
Feb 08, 2022 Q4 2021
Capital Advisors, Ltd. LLC

BUY
 -
1
New
$132 - $390
1 $78.5
Jan 18, 2022 Q4 2021
Accel Wealth Management

BUY
 -
1
+ 5.26%
$132 - $390
20 $1.57K
Feb 14, 2022 Q4 2021
Gordian Capital Singapore Pte LTD

Singapore, U0
BUY
 -
1
New
$132 - $390
1 $78.5
Feb 14, 2022 Q4 2021
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-1
- 7.14%
$132 - $390
13 $1.02K
Feb 09, 2022 Q4 2021
Clearstead Trust, LLC

Portland, ME
SELL
 -
-2
- 1.75%
$263 - $780
112 $8.79K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-3
Closed
$395 - $1.17K
0 $0
Jan 19, 2022 Q4 2021
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-6
Closed
$789 - $2.34K
0 $0
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-6
Closed
$789 - $2.34K
0 $0
Feb 14, 2022 Q4 2021
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-7
Closed
$921 - $2.73K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-14
Closed
$1.84K - $5.46K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-17
Closed
$2.24K - $6.63K
0 $0
Feb 11, 2022 Q4 2021
American International Group, Inc.

New York, NY
SELL
 -
-19
- 2.15%
$2.5K - $7.41K
866 $68K
Feb 14, 2022 Q4 2021
Parkside Financial Bank & Trust

SELL
 -
-20
- 16.67%
$2.63K - $7.8K
100 $7.85K
Jan 20, 2022 Q4 2021
Sugarloaf Wealth Management, LLC

SELL
 -
-25
- 20.0%
$3.29K - $9.75K
100 $7.85K
Feb 14, 2022 Q4 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-25
- 25.0%
$3.29K - $9.75K
75 $5.89K
Feb 14, 2022 Q4 2021
Prudential Financial Inc

Newark, NJ
SELL
 -
-26
- 1.55%
$3.42K - $10.1K
1.66K $130K
Feb 01, 2022 Q4 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-30
- 88.24%
$3.95K - $11.7K
4 $314
Feb 10, 2022 Q4 2021
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-35
Closed
$4.6K - $13.7K
0 $0
Jan 24, 2022 Q4 2021
Private Capital Group, LLC

SELL
 -
-42
Closed
$5.52K - $16.4K
0 $0
Jan 24, 2022 Q4 2021
Avantax Advisory Services, Inc.

SELL
 -
-48
- 2.75%
$6.31K - $18.7K
1.7K $133K
Feb 03, 2022 Q4 2021
Jfs Wealth Advisors, LLC

SELL
 -
-50
- 20.0%
$6.58K - $19.5K
200 $15.7K
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

SELL
 -
-50
Closed
$6.58K - $19.5K
0 $0
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-54
- 34.18%
$7.1K - $21.1K
104 $8.17K
Jan 27, 2022 Q4 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-60
Closed
$7.89K - $23.4K
0 $0
Jan 21, 2022 Q4 2021
Allworth Financial LP

SELL
 -
-60
- 73.17%
$7.89K - $23.4K
22 $1.73K
Feb 11, 2022 Q4 2021
Sandy Spring Bank

SELL
 -
-75
- 56.82%
$9.86K - $29.3K
57 $4.48K
Jan 28, 2022 Q4 2021
Moloney Securities Asset Management, LLC

SELL
 -
-79
- 3.84%
$10.4K - $30.8K
1.98K $155K
Feb 11, 2022 Q4 2021
Harvest Fund Management Co., LTD

Beijing, F4
SELL
 -
-81
- 43.55%
$10.7K - $31.6K
105 $8.24K
Feb 11, 2022 Q4 2021
Public Employees Retirement Association Of Colorado

Denver, CO
SELL
 -
-97
- 3.14%
$12.8K - $37.8K
2.99K $235K
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-100
Closed
$13.2K - $39K
0 $0
Feb 14, 2022 Q4 2021
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-100
Closed
$13.2K - $39K
0 $0
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-103
Closed
$13.5K - $40.2K
0 $0
Feb 14, 2022 Q4 2021
Glassman Wealth Services

SELL
 -
-105
- 77.21%
$13.8K - $41K
31 $2.43K
Jan 18, 2022 Q4 2021
Lindbrook Capital, LLC

SELL
 -
-110
Closed
$14.5K - $42.9K
0 $0
Feb 17, 2022 Q4 2021
Iron Bridge Private Wealth, LLC

SELL
 -
-126
Closed
$16.6K - $49.1K
0 $0
Feb 04, 2022 Q4 2021
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-144
Closed
$18.9K - $56.2K
0 $0
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-180
Closed
$23.7K - $70.2K
0 $0
Feb 14, 2022 Q4 2021
Two Sigma Investments, LP

New York, NY
SELL
 -
-226
- 0.03%
$29.7K - $88.1K
696K $54.6M
Jan 13, 2022 Q4 2021
Soa Wealth Advisors, Llc.

SELL
 -
-320
Closed
$42.1K - $125K
0 $0
Feb 02, 2022 Q4 2021
Stonehage Fleming Financial Services Holdings LTD

SELL
 -
-350
Closed
$46K - $137K
0 $0
Feb 11, 2022 Q4 2021
Dark Forest Capital Management LP

Weston, CT
SELL
 -
-359
Closed
$47.2K - $140K
0 $0
Feb 15, 2022 Q4 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-361
Closed
$47.5K - $141K
0 $0
Jan 26, 2022 Q4 2021
Atticus Wealth Management, LLC

SELL
 -
-402
Closed
$52.9K - $157K
0 $0
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-443
- 55.58%
$58.3K - $173K
354 $27.8K
Feb 15, 2022 Q4 2021
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-590
- 2.34%
$77.6K - $230K
24.6K $1.93M

Track Institutional and Insider Activities on UPST

Follow Upstart Holdings, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells UPST shares.

Notify only if

Insider Trading

Get notified when an Upstart Holdings, Inc. insider buys or sells UPST shares.

Notify only if

News

Receive news related to Upstart Holdings, Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on UPST