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UPXI - Upexi Inc Stock Price, Fair Value and News
0.42
USD
+0.02
(+5.00%)
Market Closed
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UPXI
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Funds-Owners-Holders
Which funds bought or sold UPXI recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-15
STATE STREET CORP
UNCHANGED
Premium
Premium
Premium
Premium
16,865
2024-05-15
BANK OF AMERICA CORP /DE/
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Squarepoint Ops LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
Tower Research Capital LLC (TRC)
ADDED
Premium
Premium
Premium
Premium
5,991
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
105
2024-05-14
NORTHERN TRUST CORP
UNCHANGED
Premium
Premium
Premium
Premium
15,950
2024-05-13
XTX Topco Ltd
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-13
GEODE CAPITAL MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
92,018
2024-05-13
RENAISSANCE TECHNOLOGIES LLC
ADDED
Premium
Premium
Premium
Premium
16,800
2024-05-10
BlackRock Inc.
ADDED
Premium
Premium
Premium
Premium
30,510
2024-05-10
WELLS FARGO & COMPANY/MN
ADDED
Premium
Premium
Premium
Premium
97.00
2024-05-10
OSAIC HOLDINGS, INC.
NEW
Premium
Premium
Premium
Premium
7,500
2024-05-10
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
290,938
2024-05-10
JPMORGAN CHASE & CO
ADDED
Premium
Premium
Premium
Premium
35.00
2024-05-09
RFP Financial Group LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,222
2024-05-07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
NEW
Premium
Premium
Premium
Premium
51,756
2024-05-06
Warberg Asset Management LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-06
HighTower Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
214,221
2024-05-03
Team Hewins, LLC
REDUCED
Premium
Premium
Premium
Premium
407,754
2024-05-03
VICTORY CAPITAL MANAGEMENT INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-25
SIMPLEX TRADING, LLC
REDUCED
Premium
Premium
Premium
Premium
617
2024-04-24
PSI Advisors, LLC
NEW
Premium
Premium
Premium
Premium
12,000
2024-04-17
Evergreen Private Wealth LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
All
1–24 of 24
Which funds are the top buyers of UPXI?
Fund Name
# Shares
$ Value
% Port.
Team Hewins, LLC
407,754
236,906
0.03%
VANGUARD GROUP INC
290,938
169,035
-
HighTower Advisors, LLC
214,221
124,000
-
GEODE CAPITAL MANAGEMENT, LLC
92,018
53,482
-
SUSQUEHANNA INTERNATIONAL GROUP, LLP
51,756
30,070
-
BlackRock Inc.
30,510
17,726
-
STATE STREET CORP
16,865
9,799
-
RENAISSANCE TECHNOLOGIES LLC
16,800
10,000
-
NORTHERN TRUST CORP
15,950
9,267
-
PSI Advisors, LLC
12,000
6,972
-
Rows per page:
10
1–10 of 24
Which funds have put a big percent of portfolio in UPXI?
Fund Name
$ Value
% Port.
Team Hewins, LLC
236,906
0.03%
BlackRock Inc.
17,726
-
STATE STREET CORP
9,799
-
BANK OF AMERICA CORP /DE/
-
-
Squarepoint Ops LLC
-
-
Tower Research Capital LLC (TRC)
3,481
-
Royal Bank of Canada
-
-
NORTHERN TRUST CORP
9,267
-
XTX Topco Ltd
-
-
GEODE CAPITAL MANAGEMENT, LLC
53,482
-
Rows per page:
10
1–10 of 24
Trend of No. of funds that hold UPXI
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
SUSQUEHANNA INTERNATIONAL GROUP, LLP
30,070
PSI Advisors, LLC
6,972
OSAIC HOLDINGS, INC.
4,358
Additions
Fund Name
% Increased
RENAISSANCE TECHNOLOGIES LLC
57.01
JPMORGAN CHASE & CO
52.17
BlackRock Inc.
32.63
Tower Research Capital LLC (TRC)
5.64
GEODE CAPITAL MANAGEMENT, LLC
3.36
VANGUARD GROUP INC
2.75
WELLS FARGO & COMPANY/MN
1.04
Reductions
Fund Name
% Reduced
Royal Bank of Canada
-38.6
SIMPLEX TRADING, LLC
-32.42
Team Hewins, LLC
-4.79
Sold off
Fund Name
$ Sold
Squarepoint Ops LLC
-40,384
VICTORY CAPITAL MANAGEMENT INC
-40,081
Warberg Asset Management LLC
-15,080
XTX Topco Ltd
-14,367
BANK OF AMERICA CORP /DE/
-20.00
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
Evergreen Private Wealth LLC
-27.00