Also trades as: GRVI (NASDAQ) · $vol 0M
UPXI Institutional Ownership
Upexi, Inc.
1W: -4.9%
1M: +21.8%
3M: +32.8%
YTD: -38.7%
1Y: -82.1%
3Y: -96.5%
5Y: -98.8%
$1.17
+0.01 (+0.86%)
Weekly Expected Move ±10.2%
$1
$1
$1
$1
$1
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Institutional Ownership — UPXI
64
Institutional Holders
-10 vs prior quarter
0.0%
Ownership
+0.00pp
$10M
Total Invested
11
New Positions
15
Increased
28
Reduced
18
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (82 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Arrington Capital Management, LLC | 2,760,107 | $$3M | — | +0.0% | 3Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,409,720 | $$3M | -972,882 | -28.8% | 2Q | SEC ↗ |
| 3 | MMCAP International Inc. SPC | 2,326,777 | $$3M | — | +0.0% | 4Q | SEC ↗ |
| 4 | BlackRock, Inc. | 888,906 | $$1M | +207,598 | +30.5% | 4Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 770,236 | $$901K | -5,626 | -0.7% | 5Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 703,129 | $$823K | +4,401 | +0.6% | 5Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 582,895 | $$682K | +44,378 | +8.2% | 5Q | SEC ↗ |
| 8 | VANGUARD FIDUCIARY TRUST CO | 311,362 | $$364K | -16,621 | -5.1% | 2Q | SEC ↗ |
| 9 | MILLENNIUM MANAGEMENT LLC | 271,216 | $$317K | -22,968 | -7.8% | 5Q | SEC ↗ |
| 10 | UBS Group AG | 232,206 | $$272K | -533,570 | -69.7% | 7Q | SEC ↗ |
| 11 | XTX Topco Ltd | 229,653 | $$269K | +110,199 | +92.3% | 5Q | SEC ↗ |
| 12 | STATE STREET CORP | 192,022 | $$225K | — | +0.0% | 5Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 191,536 | $$224K | +841 | +0.4% | 4Q | SEC ↗ |
| 14 | HRT FINANCIAL LP | 142,525 | $$167K | -275,324 | -65.9% | 2Q | SEC ↗ |
| 15 | J. Derek Lewis & Associates Inc. | 125,000 | $$146K | +28,000 | +28.9% | 3Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 117,311 | $$137K | +9,091 | +8.4% | 5Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 100,402 | $$117K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CITIGROUP INC | 79,135 | $$93K | +79,130 | +1582600.0% | 2Q | SEC ↗ |
| 19 | Engineers Gate Manager LP | 77,738 | $$91K | +24,885 | +47.1% | 4Q | SEC ↗ |
| 20 | Pinnacle Financial Partners, Inc. | 70,720 | $$83K | — | +0.0% | 3Q | SEC ↗ |
| 21 | Virtu Financial LLC NEW | 70,642 | $$83K | — | +0.0% | 1Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 68,378 | $$80K | +46,187 | +208.1% | 4Q | SEC ↗ |
| 23 | IMC-Chicago, LLC | 52,768 | $$62K | +4,698 | +9.8% | 2Q | SEC ↗ |
| 24 | Millington Financial Advisors, LLC | 40,000 | $$47K | — | +0.0% | 5Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 33,125 | $$39K | +500 | +1.5% | 5Q | SEC ↗ |
| 26 | MORGAN STANLEY | 27,166 | $$32K | +20,066 | +282.6% | 6Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 24,207 | $$28K | — | +0.0% | 4Q | SEC ↗ |
| 28 | Vanguard Global Advisers, LLC | 18,514 | $$22K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Smith Thornton Advisors LLC | 17,500 | $$20K | +6,500 | +59.1% | 3Q | SEC ↗ |
| 30 | Summit Financial, LLC | 15,000 | $$18K | +1,500 | +11.1% | 2Q | SEC ↗ |
| 31 | J.W. COLE ADVISORS, INC. | 14,800 | $$17K | -300 | -2.0% | 4Q | SEC ↗ |
| 32 | SG Americas Securities, LLC NEW | 14,427 | $$17K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Stratos Wealth Partners, LTD. NEW | 13,300 | $$16K | — | +0.0% | 1Q | SEC ↗ |
| 34 | DEUTSCHE BANK AG NEW | 11,400 | $$13K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Private Advisor Group, LLC | 10,475 | $$12K | -1,050 | -9.1% | 3Q | SEC ↗ |
| 36 | LPL Financial LLC | 10,067 | $$12K | -3,200 | -24.1% | 5Q | SEC ↗ |
| 37 | Mariner, LLC | 10,005 | $$12K | — | +0.0% | 4Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO NEW | 4,435 | $$5K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Integrated Wealth Concepts LLC NEW | 3,500 | $$4K | — | +0.0% | 1Q | SEC ↗ |
| 40 | SBI Securities Co., Ltd. | 1,581 | $$2K | -185 | -10.5% | 7Q | SEC ↗ |
| 41 | Tower Research Capital LLC (TRC) NEW | 675 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Catherine Avery Investment Management NEW | 500 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 43 | VALLEY NATIONAL ADVISERS INC NEW | 390 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 44 | SIGNATUREFD, LLC | 113 | $$0K | — | +0.0% | 5Q | SEC ↗ |
| 45 | JONES FINANCIAL COMPANIES LLLP | 67 | $$0K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Optiver Holding B.V. NEW | 4 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Jefferies Financial Group Inc. | 0 | $$0K | -10,131 | -100.0% | 1Q | SEC ↗ |
| 48 | Point72 Asset Management, L.P. | 0 | $$0K | -71,090 | -100.0% | 2Q | SEC ↗ |
| 49 | MAI Capital Management | 0 | $$0K | -875 | -100.0% | 3Q | SEC ↗ |
| 50 | Phoenix Financial Ltd. | 0 | $$0K | -52,000 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 100,402 | $$117K |
| Virtu Financial LLC | 70,642 | $$83K |
| SG Americas Securities, LLC | 14,427 | $$17K |
| Stratos Wealth Partners, LTD. | 13,300 | $$16K |
| DEUTSCHE BANK AG | 11,400 | $$13K |
| JPMORGAN CHASE & CO | 4,435 | $$5K |
| Integrated Wealth Concepts LLC | 3,500 | $$4K |
| Tower Research Capital LLC (TRC) | 675 | $$1K |
| Catherine Avery Investment Manageme | 500 | $$1K |
| VALLEY NATIONAL ADVISERS INC | 390 | $$0K |
| Optiver Holding B.V. | 4 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Marex Group plc | 2,507,176 | $$3M |
| Qube Research & Technologies Ltd | 744,441 | $$871K |
| TWO SIGMA INVESTMENTS, LP | 174,767 | $$204K |
| Caitong International Asset Managem | 159,800 | $$187K |
| Quantbot Technologies LP | 123,419 | $$144K |
| OMERS ADMINISTRATION Corp | 120,800 | $$141K |
| SIMPLEX TRADING, LLC | 87,203 | $$102K |
| NATIONAL BANK OF CANADA /FI | 82,000 | $$96K |
| Point72 Asset Management, L.P. | 71,090 | $$83K |
| GROUP ONE TRADING LLC | 70,028 | $$82K |
| Aristides Capital LLC | 59,342 | $$69K |
| Phoenix Financial Ltd. | 52,000 | $$61K |
| Balyasny Asset Management L.P. | 30,520 | $$36K |
| SHARIAPORTFOLIO, INC. | 27,789 | $$33K |
| Keystone Financial Group | 27,325 | $$32K |
| BANK OF AMERICA CORP /DE | 24,913 | $$29K |
| NOMURA HOLDINGS INC | 24,000 | $$28K |
| Quadrature Capital Ltd | 23,169 | $$27K |
| PRICE T ROWE ASSOCIATES INC /MD | 20,500 | $$24K |
| Lighthouse Investment Partners, LLC | 18,180 | $$21K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +207,598 | +30.5% | 888,906 |
| XTX Topco Ltd | +110,199 | +92.3% | 229,653 |
| CITIGROUP INC | +79,130 | +1582600.0% | 79,135 |
| GOLDMAN SACHS GROUP INC | +46,187 | +208.1% | 68,378 |
| GEODE CAPITAL MANAGEMENT, LLC | +44,378 | +8.2% | 582,895 |
| J. Derek Lewis & Associates Inc. | +28,000 | +28.9% | 125,000 |
| Engineers Gate Manager LP | +24,885 | +47.1% | 77,738 |
| MORGAN STANLEY | +20,066 | +282.6% | 27,166 |
| NORTHERN TRUST CORP | +9,091 | +8.4% | 117,311 |
| Smith Thornton Advisors LLC | +6,500 | +59.1% | 17,500 |
| IMC-Chicago, LLC | +4,698 | +9.8% | 52,768 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,401 | +0.6% | 703,129 |
| Summit Financial, LLC | +1,500 | +11.1% | 15,000 |
| JANE STREET GROUP, LLC | +841 | +0.4% | 191,536 |
| COMMONWEALTH EQUITY SERVICES, LLC | +500 | +1.5% | 33,125 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | -972,882 | -28.8% | 2,409,720 |
| UBS Group AG | -533,570 | -69.7% | 232,206 |
| HRT FINANCIAL LP | -275,324 | -65.9% | 142,525 |
| MILLENNIUM MANAGEMENT LLC | -22,968 | -7.8% | 271,216 |
| VANGUARD FIDUCIARY TRUST CO | -16,621 | -5.1% | 311,362 |
| OSAIC HOLDINGS, INC. | -5,626 | -0.7% | 770,236 |
| LPL Financial LLC | -3,200 | -24.1% | 10,067 |
| Private Advisor Group, LLC | -1,050 | -9.1% | 10,475 |
| J.W. COLE ADVISORS, INC. | -300 | -2.0% | 14,800 |
| SBI Securities Co., Ltd. | -185 | -10.5% | 1,581 |