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UPEXI, INC. (UPXI) Ownership Summary
Institutional Holders
Total Number of Holders 18
% of Shares Outstanding 3.19%
Total Shares Held 667,134
Total Value of Holdings $135,428.20
Net Activity (90,491)
 
Top 5 Holders Shares Held Shares Changed
VANGUARD GROUP INC 290,938 0
HIGHTOWER ADVISORS, LLC 214,221 0
GEODE CAPITAL MANAGEMENT, LLC 92,018 0
RENAISSANCE TECHNOLOGIES LLC 17,900 1,100
STATE STREET CORP 16,865 0

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Insider Trades
 Last 3 mos.Last 12 mos.
Number of Insider Trades08
Number of Buys08
Number of Sells00
Net Activity 0 337,177
 
Top 5 TradesShares Traded Date
MARSHALL ALLAN64,1503/12/2024
MARSHALL ALLAN13,6233/11/2024
MARSHALL ALLAN103,0133/5/2024
MARSHALL ALLAN4,53512/15/2023
MARSHALL ALLAN8,38112/14/2023

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5% Ownership (SC 13D & SC 13G Filings)
View Form   Filer  Received  Period 
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View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G   HACKETT ROBERT  06/01/23   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G   NORSTRUD ANDREW JAMES  03/10/23   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   MARSHALL ALLAN  03/10/23   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   SALKIND GENE  03/10/23   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G   GROVE, INC. SALKIND GENE  02/14/22   File this document to a folder.