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Upexi (UPXI) Institutional Ownership

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$2.92 -0.34 (-10.43%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$3.21 +0.29 (+9.93%)
As of 02/21/2025 07:27 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Upexi (NASDAQ:UPXI)

Current
Institutional Ownership
Percentage
5.68%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$35.13K
Number of
Institutional Sellers
(last 12 months)
0
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UPXI Institutional Buying and Selling by Quarter

Upexi Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2025 Bank of Montreal Can10,008$36K0.0%N/A0.807%
2/9/2024 Team Hewins LLC428,254$497K0.1%N/A2.109%
2/5/2024 Victory Capital Management Inc.34,553$40K0.0%N/A0.170%
8/15/2023 Corsair Capital Management L.P.49,893$112K0.0%N/A0.278%
(Data available from 1/1/2016 forward)

UPXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPXI shares?

During the previous two years, the following institutional investors and hedge funds held shares of Upexi shares: Team Hewins LLC ($497K), Corsair Capital Management L.P. ($112K), and Victory Capital Management Inc. ($40K), Bank of Montreal Can ($36K).Learn more on UPXI's institutional investors.

What percentage of Upexi stock is owned by institutional investors?

5.68% of Upexi stock is owned by institutional investors. Learn more on UPXI's institutional investor holdings.

Which institutional investors have been buying Upexi stock?

The following institutional investors have purchased Upexi stock in the last 24 months: Team Hewins LLC ($428.25K), Corsair Capital Management L.P. ($49.89K), Victory Capital Management Inc. ($34.55K), and Bank of Montreal Can ($10.01K).

How much institutional buying is happening at Upexi?

Institutional investors have bought a total of 522,708 shares in the last 24 months. This purchase volume represents approximately $13.02M in transactions.



This page (NASDAQ:UPXI) was last updated on 2/22/2025 by MarketBeat.com Staff
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