Purchases and Sales Made in Q4 2022 in Upstart Holdings, Inc. (UPST)
This table provides information about the institutional ownership of Upstart Holdings, Inc. (UPST) during Q4 2022. 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 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.64K+ 30.11% |
$56.8K - $115K
|
20K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.6K+ 27.18% |
$56.4K - $115K
|
21.5K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
3.09K+ 59.53% |
$37.8K - $76.9K
|
8.28K
$613K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.8K+ 137.88% |
$34.3K - $69.7K
|
4.83K
$358K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 3.49% |
$33.7K - $68.5K
|
81.7K
$6.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.7K+ 19.64% |
$33.1K - $67.2K
|
16.4K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.45KNew |
$30K - $60.9K
|
2.45K
$181K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
2.24K+ 34.31% |
$27.4K - $55.7K
|
8.76K
$649K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.04K+ 21.08% |
$24.9K - $50.7K
|
11.7K
$866K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.95K+ 13.26% |
$23.9K - $48.6K
|
16.7K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.77KNew |
$21.6K - $44K
|
1.77K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.61K+ 8.86% |
$19.8K - $40.2K
|
19.8K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1.54K+ 14.65% |
$18.9K - $38.4K
|
12.1K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.5K+ 115.38% |
$18.4K - $37.4K
|
2.8K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.47K+ 63.94% |
$18K - $36.7K
|
3.77K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.36K+ 1.86% |
$16.7K - $33.9K
|
74.4K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.3K+ 4.8% |
$15.9K - $32.4K
|
28.4K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 10.16% |
$15.1K - $30.7K
|
13.4K
$991K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.12K+ 8.06% |
$13.7K - $27.8K
|
15K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.07KNew |
$13.1K - $26.6K
|
1.07K
$79K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1K+ 3333.33% |
$12.3K - $24.9K
|
1.03K
$76.3K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$12.3K - $24.9K
|
1K
$74.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
758+ 2.14% |
$9.29K - $18.9K
|
36.1K
$2.68M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
700New |
$8.58K - $17.4K
|
700
$51.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
696New |
$8.53K - $17.3K
|
696
$51.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
606New |
$7.42K - $15.1K
|
606
$44.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
600New |
$7.35K - $14.9K
|
600
$44.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
500New |
$6.13K - $12.5K
|
500
$37K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
497+ 2.0% |
$6.09K - $12.4K
|
25.4K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
471+ 12.09% |
$5.77K - $11.7K
|
4.37K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
412New |
$5.05K - $10.3K
|
412
$30.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
404New |
$4.95K - $10.1K
|
404
$29.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
394+ 13.09% |
$4.83K - $9.81K
|
3.4K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
383+ 143.45% |
$4.69K - $9.54K
|
650
$48.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
300New |
$3.68K - $7.47K
|
300
$22.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
272+ 30.91% |
$3.33K - $6.77K
|
1.15K
$85.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
258+ 0.89% |
$3.16K - $6.42K
|
29.2K
$2.16M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200+ 100.0% |
$2.45K - $4.98K
|
400
$29.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
178New |
$2.18K - $4.43K
|
178
$13.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
154New |
$1.89K - $3.83K
|
154
$11.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
150New |
$1.84K - $3.74K
|
150
$11.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
106New |
$1.3K - $2.64K
|
106
$7.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$1.23K - $2.49K
|
100
$7.41K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95New |
$1.16K - $2.37K
|
95
$7.04K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
90+ 19.96% |
$1.1K - $2.24K
|
541
$40.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
90New |
$1.1K - $2.24K
|
90
$6.67K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77+ 23.33% |
$943 - $1.92K
|
407
$30.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
75+ 6.25% |
$919 - $1.87K
|
1.28K
$94.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$907 - $1.84K
|
74
$5.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64New |
$784 - $1.59K
|
64
$4.74K
|