IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Upexi Inc

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vanguard Group Inc
DECREASED
Shares278,264 from 290,938
Change-12,674 (-4%)
Value$54.5K (-$50.5K)
Filed 2024-11-13
State Street Corp
UNCHANGED
Shares16,865 from 16,865
Change0 (0%)
Value$3.3K (-$2.8K)
Filed 2024-11-14
Northern Trust Corp
UNCHANGED
Shares15,950 from 15,950
Change0 (0%)
Value$3.1K (-$2.6K)
Filed 2024-11-13
Renaissance Technologies LLC
DECREASED
Shares13,100 from 17,900
Change-4,800 (-27%)
Value$2.6K (-$3.9K)
Filed 2024-11-13
Tower Research Capital LLC (TRC)
INCREASED
Shares12,812 from 5,973
Change+6,839 (+115%)
Value$2.5K (+$355)
Filed 2024-11-14
Goldman Sachs Group Inc
NEW
Shares12,374
Change+12,374
Value$2.4K
Filed 2024-11-14
Simplex Trading, LLC
DECREASED
Shares15 from 217
Change-202 (-93%)
Value$0 ($0)
Filed 2024-11-08
HighTower Advisors, LLC
CLOSED
Shares0 from 214,221
Change-214,221 (-100%)
Value$0 (-$77.0K)
Filed 2024-11-14
Geode Capital Management, LLC
CLOSED
Shares0 from 92,018
Change-92,018 (-100%)
Value$0 (-$33.2K)
Filed 2024-11-12
BlackRock, Inc.
CLOSED
Shares0 from 9,906
Change-9,906 (-100%)
Value$0 (-$3.6K)
Filed 2024-11-13
RFP Financial Group LLC
CLOSED
Shares0 from 2,222
Change-2,222 (-100%)
Value$0 (-$802)
Filed 2024-10-21
UBS Group AG
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$181)
Filed 2024-11-14
Royal Bank of Canada
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 ($0)
Filed 2024-11-14
Bank of America Corp
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$36)
Filed 2025-03-18
JPMorgan Chase & Co
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$14)
Filed 2024-12-26
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
Vanguard Group Inc
DECREASED278,264290,938-12,674-4%$105.0K$54.5K-$50.5K2024-11-13
State Street Corp
UNCHANGED16,86516,86500%$6.1K$3.3K-$2.8K2024-11-14
Northern Trust Corp
UNCHANGED15,95015,95000%$5.8K$3.1K-$2.6K2024-11-13
Renaissance Technologies LLC
DECREASED13,10017,900-4,800-27%$6.5K$2.6K-$3.9K2024-11-13
Tower Research Capital LLC (TRC)
INCREASED12,8125,973+6,839+115%$2.2K$2.5K+$3552024-11-14
Goldman Sachs Group Inc
NEW12,374—+12,374——$2.4K—2024-11-14
Simplex Trading, LLC
DECREASED15217-202-93%$0$0$02024-11-08
HighTower Advisors, LLC
CLOSED0214,221-214,221-100%$77.0K$0-$77.0K2024-11-14
Geode Capital Management, LLC
CLOSED092,018-92,018-100%$33.2K$0-$33.2K2024-11-12
BlackRock, Inc.
CLOSED09,906-9,906-100%$3.6K$0-$3.6K2024-11-13
RFP Financial Group LLC
CLOSED02,222-2,222-100%$802$0-$8022024-10-21
UBS Group AG
CLOSED0500-500-100%$181$0-$1812024-11-14
Royal Bank of Canada
CLOSED0283-283-100%$0$0$02024-11-14
Bank of America Corp
CLOSED0101-101-100%$36$0-$362025-03-18
JPMorgan Chase & Co
CLOSED040-40-100%$14$0-$142024-12-26
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 16 of 16 institutions