Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Upexi, Inc., omfatter 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, og Jones Financial Companies Lllp .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
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 |