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
Feb 07, 2022 Q4 2021
Truefg, LLC

Cedar Park, TX
SELL
 -
-625
Closed
$82.2K - $244K
0 $0
Feb 11, 2022 Q4 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-633
Closed
$83.2K - $247K
0 $0
Feb 16, 2022 Q4 2021
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-637
- 31.6%
$83.8K - $248K
1.38K $102K
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-640
Closed
$84.2K - $250K
0 $0
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-647
Closed
$85.1K - $252K
0 $0
Feb 09, 2022 Q4 2021
Holderness Investments CO

Greensboro, NC
SELL
 -
-649
Closed
$85.3K - $253K
0 $0
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-653
Closed
$85.9K - $255K
0 $0
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-662
Closed
$87.1K - $258K
0 $0
Feb 03, 2022 Q4 2021
Brighton Jones LLC

SELL
 -
-664
Closed
$87.3K - $259K
0 $0
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-665
Closed
$87.4K - $259K
0 $0
Jan 21, 2022 Q4 2021
Golden Green, Inc.

SELL
 -
-729
- 24.7%
$95.9K - $284K
2.22K $165K
Feb 10, 2022 Q4 2021
Dakota Wealth Management

SELL
 -
-766
Closed
$101K - $299K
0 $0
Jan 20, 2022 Q4 2021
Sciencast Management LP

SELL
 -
-785
Closed
$103K - $306K
0 $0
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-788
Closed
$104K - $307K
0 $0
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-794
Closed
$104K - $310K
0 $0
Jan 21, 2022 Q4 2021
Wealthfront Advisers LLC

SELL
 -
-822
Closed
$108K - $321K
0 $0
Feb 14, 2022 Q4 2021
Bayesian Capital Management, LP

Brooklyn, NY
SELL
 -
-831
Closed
$109K - $324K
0 $0
Feb 14, 2022 Q4 2021
Lgl Partners, LLC

West Conshohocken, PA
SELL
 -
-855
Closed
$112K - $333K
0 $0
Feb 14, 2022 Q4 2021
Alpha Paradigm Partners, LLC

Chicago, IL
SELL
 -
-864
- 69.34%
$114K - $337K
382 $28.3K
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-880
Closed
$116K - $343K
0 $0
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-896
Closed
$118K - $349K
0 $0
Feb 14, 2022 Q4 2021
Maven Securities LTD

St Helier, Y9
SELL
 -
-910
Closed
$120K - $355K
0 $0
Feb 11, 2022 Q4 2021
Independent Advisor Alliance

SELL
 -
-913
Closed
$120K - $356K
0 $0
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-952
Closed
$125K - $371K
0 $0
Feb 11, 2022 Q4 2021
Personal Capital Advisors Corp

SELL
 -
-969
Closed
$127K - $378K
0 $0
Feb 14, 2022 Q4 2021
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-1K
Closed
$132K - $390K
0 $0
Feb 11, 2022 Q4 2021
Leverage Partners Absolute Return Fund Spc

SELL
 -
-1K
Closed
$132K - $390K
0 $0
Jan 19, 2022 Q4 2021
Paces Ferry Wealth Advisors, LLC

SELL
 -
-1.02K
Closed
$135K - $399K
0 $0
Feb 03, 2022 Q4 2021
Los Angeles Capital Management LLC

SELL
 -
-1.03K
Closed
$135K - $401K
0 $0
Feb 14, 2022 Q4 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-1.03K
Closed
$135K - $402K
0 $0
Feb 09, 2022 Q4 2021
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-1.05K
Closed
$138K - $410K
0 $0
Feb 17, 2022 Q4 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-1.07K
Closed
$140K - $416K
0 $0
Feb 14, 2022 Q4 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-1.07K
- 32.57%
$141K - $417K
2.22K $164K
Feb 03, 2022 Q4 2021
Sheaff Brock Investment Advisors, LLC

SELL
 -
-1.07K
Closed
$141K - $418K
0 $0
Feb 09, 2022 Q4 2021
Tria Gen Wealth Management LLC

SELL
 -
-1.09K
Closed
$143K - $424K
0 $0
Feb 07, 2022 Q4 2021
Keybank National Association

SELL
 -
-1.14K
Closed
$150K - $445K
0 $0
Jan 26, 2022 Q4 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
SELL
 -
-1.18K
- 36.82%
$155K - $459K
2.02K $150K
Feb 09, 2022 Q4 2021
Thoroughbred Financial Services, LLC

SELL
 -
-1.19K
Closed
$156K - $463K
0 $0
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.21K
- 12.51%
$159K - $472K
8.46K $626K
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-1.21K
Closed
$159K - $472K
0 $0
Jan 19, 2022 Q4 2021
Ibm Retirement Fund

SELL
 -
-1.3K
Closed
$171K - $506K
0 $0
Jan 20, 2022 Q4 2021
Archford Capital Strategies, LLC

SELL
 -
-1.3K
Closed
$171K - $507K
0 $0
Jan 28, 2022 Q4 2021
Griffin Asset Management, Inc.

SELL
 -
-1.33K
- 10.17%
$175K - $519K
11.7K $870K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-1.34K
- 38.15%
$177K - $524K
2.18K $161K
Feb 14, 2022 Q4 2021
Simplify Asset Management Inc.

New York, NY
SELL
 -
-1.35K
Closed
$178K - $527K
0 $0
Feb 02, 2022 Q4 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-1.42K
Closed
$187K - $555K
0 $0
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-1.5K
Closed
$197K - $583K
0 $0
Feb 09, 2022 Q4 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-1.5K
Closed
$197K - $585K
0 $0
Feb 18, 2022 Q4 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-1.5K
Closed
$197K - $585K
0 $0

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