Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Stock, par value $0.001
-
Shares outstanding
-
63,422,423
-
Total 13F shares
-
15,636
-
Share change
-
+15,630
-
Total reported value
-
$55,684
-
Price per share
-
$3.51
-
Number of holders
-
7
-
Value change
-
+$55,663
-
Number of buys
-
6
Institutional Holders of UPEXI, INC. - Common Stock, par value $0.001 (UPXI) as of Q4 2024
As of 31 Dec 2024,
UPEXI, INC. - Common Stock, par value $0.001 (UPXI) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,636 shares.
The largest 7 holders included
BANK OF MONTREAL /CAN/, UBS Group AG, Tower Research Capital LLC (TRC), WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, SBI Securities Co., Ltd., and NATIONAL BANK OF CANADA /FI/.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.