UPXI UPEXI INC

CMN (common), issuer CIK 1775194

8 managers (8 13F filers) reported a position in UPXI shares at 2024-12-31, 15,636 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers: 8
13F filers: 8
New: 7
Added: 0
Reduced: 0
Sold out: 0
Shares held by filers: 15,636

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/	10,008	$35.9K	<0.01%	new	13F-HR Timeline Group
UBS Group AGin group UBS Group AG	4,475	$15.7K	<0.01%	new	13F-HR Timeline Group
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	1,109	$3.89K	<0.01%	new	13F-HR Timeline Group
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN	30	$105	<0.01%	new	13F-HR Timeline Group
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/	7	$25	<0.01%	new	13F-HR Timeline Group
SBI Securities Co., Ltd.	6	$21	<0.01%		13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	1	$4	<0.01%	new	13F-HR Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0	0%	new	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.