Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Upexi, Inc. inkluderar Vanguard Capital Management Llc, Hrt Financial Lp, Vanguard Fiduciary Trust Co, Quantbot Technologies LP, IMC-Chicago, LLC, Vanguard Global Advisers, LLC, Summit Financial, LLC, Catalyst Funds Management Pty Ltd, CIBC Private Wealth Group, LLC, Portus Wealth Advisors, LLC, Avion Wealth, och Jones Financial Companies Lllp .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 775 862 | 74,37 | 768 | 2,81 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 10 005 | 0,05 | 10 | −43,75 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 5 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 765 776 | 59,57 | 755 | −6,33 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 67 | 0 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 56 419 | 0 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4 000 | 7 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 1 581 | 0 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 48 070 | 47 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 11 525 | 7,46 | 11 | −38,89 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 123 419 | 122 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 32 625 | 4,15 | 55 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 24 207 | 2,31 | 24 | −41,03 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 327 983 | 323 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 3 382 602 | 3 335 | ||||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 120 800 | 19,37 | 119 | −30,00 | ||||
| 2026-05-11 | 13F | Catalyst Funds Management Pty Ltd | 10 500 | 10 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 18 514 | 18 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 417 849 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 9 200 | 80,39 | 9 | 12,50 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 108 220 | 20,79 | 107 | −29,33 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 728 927 | 1 225 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 13 500 | 13 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 592 | 2 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 538 517 | 7,79 | 531 | −36,71 |
