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Destiny Tech100 (DXYZ) Institutional Ownership

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$48.10 -2.73 (-5.37%)
As of 02/21/2025 03:58 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$16.21M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.08M
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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
2/18/2025 Gordian Capital Singapore Pte Ltd2,096$123K0.1%N/A0.019%
2/17/2025 Corton Capital Inc.5,000$294K0.2%N/A0.046%
2/17/2025 Cresset Asset Management LLC7,500$441K0.0%N/A0.069%
2/17/2025 Cetera Investment Advisers20,157$1.19M0.0%N/A0.185%
2/17/2025 Balyasny Asset Management L.P.8,544$503K0.0%N/A0.079%
2/17/2025 Bank of America Corp DE2,300$135K0.0%+360.0%0.021%
2/14/2025 Jane Street Group LLC33,300$1.96M0.0%N/A0.306%
2/14/2025 Symmetry Investments LP8,000$471K0.0%N/A0.074%
2/14/2025 Stifel Financial Corp11,528$679K0.0%N/A0.106%
2/14/2025 Adams Wealth Management3,800$224K0.0%N/A0.035%
2/13/2025 NewEdge Advisors LLC877$52K0.0%N/A0.008%
2/13/2025 CacheTech Inc.3,800$224K0.0%N/A0.035%
2/13/2025 Mariner LLC6,001$353K0.0%N/A0.055%
2/13/2025 Barclays PLC1,248$73K0.0%+19.1%0.011%
2/13/2025 Invesco Ltd.10,732$632K0.0%N/A0.099%
2/13/2025 Envestnet Asset Management Inc.4,454$262K0.0%N/A0.041%
2/12/2025 Strategy Asset Managers LLC18,000$1.06M0.2%+71.4%0.165%
2/12/2025 JPMorgan Chase & Co.3,015$177K0.0%+1,101.2%0.028%
2/11/2025 LPL Financial LLC13,724$808K0.0%N/A0.126%
2/11/2025 Virtu Financial LLC11,503$677K0.0%+6.3%0.106%
2/11/2025 Sandy Spring Bank607$36K0.0%N/A0.006%
2/10/2025 Signaturefd LLC510$30K0.0%-49.0%0.005%
2/10/2025 Intrepid Financial Planning Group LLC4,200$247K0.1%N/A0.039%
2/10/2025 Commonwealth Equity Services LLC56,679$3.34M0.0%-53.2%0.521%
2/10/2025 Avantax Advisory Services Inc.4,012$236K0.0%N/A0.037%
2/6/2025 One Capital Management LLC8,433$496K0.0%N/A0.078%
2/6/2025 Quintet Private Bank Europe S.A.10,500$618K0.0%N/A0.097%
2/5/2025 Kovack Advisors Inc.7,314$431K0.0%N/A0.067%
2/4/2025 Twin Peaks Wealth Advisors LLC3,506$206K0.1%N/A0.032%
2/4/2025 IFP Advisors Inc800$47K0.0%+166.7%0.007%
1/30/2025 WealthPlan Investment Management LLC8,192$482K0.0%N/A0.075%
1/30/2025 Walkner Condon Financial Advisors LLC12,500$736K0.1%N/A0.115%
1/27/2025 Financial Advocates Investment Management9,048$533K0.0%N/A0.083%
1/22/2025 Griffin Asset Management Inc.8,430$496K0.1%N/A0.077%
1/21/2025 Fifth 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%
11/20/2024 Virtu Financial LLC10,819$108K0.0%N/A0.099%
11/8/2024 Strategy Asset Managers LLC10,500$104K0.0%N/A0.097%
11/1/2024 Verity Asset Management Inc.14,979$149K0.1%N/A0.138%
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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%
8/6/2024 Asset Dedication LLC2,061$31K0.0%N/A0.019%
7/31/2024 Commonwealth 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, 40 institutional investors and hedge funds held shares of Destiny Tech100. The most heavily invested institutionals were Commonwealth Equity Services LLC ($3.34M), Jane Street Group LLC ($1.96M), Cetera Investment Advisers ($1.19M), Strategy Asset Managers LLC ($1.06M), Evanson Asset Management LLC ($883K), LPL Financial LLC ($808K), and Walkner Condon Financial Advisors LLC ($736K).Learn more on DXYZ's institutional investors.

Which institutional investors have been buying Destiny Tech100 stock?

Of the 38 institutional investors that purchased Destiny Tech100 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($121.71K), Jane Street Group LLC ($33.30K), Cetera Investment Advisers ($20.16K), Evanson Asset Management LLC ($18.75K), Atomi Financial Group Inc. ($18K), Strategy Asset Managers LLC ($18K), and Verity Asset Management Inc. ($14.98K).

How much institutional buying is happening at Destiny Tech100?

Institutional investors have bought a total of 427,002 shares in the last 24 months. This purchase volume represents approximately $16.21M 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: Commonwealth Equity Services LLC ($64.44K), Evanson Asset Management LLC ($3.75K), Bartlett & CO. Wealth Management LLC ($600.00), and Signaturefd LLC ($490.00).

How much institutional selling is happening at Destiny Tech100?

Institutional investors have sold a total of 69,275 shares in the last 24 months. This volume of shares sold represents approximately $4.08M in transactions.



This page (NYSE:DXYZ) was last updated on 2/22/2025 by MarketBeat.com Staff
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