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Destiny Tech100 (DXYZ) Institutional Ownership

$61.11 +4.57 (+8.08%)
As of 01/21/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Destiny Tech100 (NYSE:DXYZ)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.69M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$256.04K
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DXYZ Institutional Buying and Selling by Quarter

Destiny Tech100 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Fifth Third Bancorp485$29K0.0%N/A0.004%
1/17/2025 Bartlett & CO. Wealth Management LLC2,400$141K0.0%-20.0%0.022%
1/16/2025 Evanson Asset Management LLC15,000$883K0.1%-20.0%0.138%
11/20/2024Virtu Financial LLC10,819$108K0.0%N/A0.099%
11/8/2024Strategy Asset Managers LLC10,500$104K0.0%N/A0.097%
11/1/2024Verity Asset Management Inc.14,979$149K0.1%N/A0.138%
10/8/2024 Atomi Financial Group Inc.18,000$179K0.0%+75.6%0.165%
10/8/2024 Evanson Asset Management LLC18,750$187K0.0%N/A0.172%
8/6/2024Asset Dedication LLC2,061$31K0.0%N/A0.019%
7/31/2024Commonwealth Equity Services LLC121,705$1.85M0.0%N/A1.119%
7/26/2024 Atomi Financial Group Inc.10,250$156K0.0%N/A0.094%
(Data available from 1/1/2016 forward)

DXYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DXYZ shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Destiny Tech100. The most heavily invested institutionals were Commonwealth Equity Services LLC ($1.85M), Evanson Asset Management LLC ($883K), Atomi Financial Group Inc. ($179K), Verity Asset Management Inc. ($149K), Bartlett & CO. Wealth Management LLC ($141K), Virtu Financial LLC ($108K), and Strategy Asset Managers LLC ($104K).Learn more on DXYZ's institutional investors.

Which institutional investors have been buying Destiny Tech100 stock?

The following institutional investors have purchased Destiny Tech100 stock in the last 24 months: Commonwealth Equity Services LLC ($121.71K), Evanson Asset Management LLC ($18.75K), Atomi Financial Group Inc. ($18K), Verity Asset Management Inc. ($14.98K), Virtu Financial LLC ($10.82K), Strategy Asset Managers LLC ($10.50K), and Asset Dedication LLC ($2.06K).

How much institutional buying is happening at Destiny Tech100?

Institutional investors have bought a total of 197,299 shares in the last 24 months. This purchase volume represents approximately $2.69M in transactions.

Which Destiny Tech100 major shareholders have been selling company stock?

The following institutional investors have sold Destiny Tech100 stock in the last 24 months: Evanson Asset Management LLC ($3.75K), and Bartlett & CO. Wealth Management LLC ($600.00).

How much institutional selling is happening at Destiny Tech100?

Institutional investors have sold a total of 4,350 shares in the last 24 months. This volume of shares sold represents approximately $256.04K in transactions.



This page (NYSE:DXYZ) was last updated on 1/22/2025 by MarketBeat.com Staff
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