Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Upexi, Inc. eröffnet haben, gehören 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, und Jones Financial Companies Lllp .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |