Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Destiny Tech100 Inc. comprennent Wiley Bros.-aintree Capital, Llc, HighPoint Advisor Group LLC, Credit Agricole S A, Raymond James Financial Inc, TD Waterhouse Canada Inc., Mount Yale Investment Advisors, LLC, Ancora Advisors, LLC, Hartland & Co., LLC, Ameritas Advisory Services, LLC, Toth Financial Advisory Corp, CIBC Private Wealth Group, LLC, Strategic Wealth Partners, Ltd., et Nova Wealth Management, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 299 | 11 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 15 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 542 | 312,48 | 249 | 344,64 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 200 | 227,87 | 8 | 250,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8 210 | 0,22 | 313 | 7,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7 768 | 0 | ||||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 5 409 | 206 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 017 | 53,52 | 953 | 65,28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 90 | 3 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9 959 | 2,86 | 379 | 10,82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 350 | 35,00 | 51 | 45,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 25 | 1 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 40 | 2 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 150 | 6 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 750 | 1 400,00 | 28 | 1 300,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 193 | 7 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 102 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 230 | 5,38 | 237 | 13,40 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16 954 | 182,52 | 646 | 204,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 134 | 10,74 | 43 | 19,44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3 900 | 44,44 | 0 | |||||
| 2025-05-14 | 13F | Credit Agricole S A | 2 600 | 92 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 578 | 233 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58 497 | 8,52 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 20 | 1 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 250 | 9 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18 651 | 23,39 | 710 | 32,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 235 | 47 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 8 447 | 0,17 | 322 | 7,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20 398 | 94,17 | 777 | 109,16 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 267 | 239 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 42 779 | 125,34 | 1 629 | 142,77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 803 | 221 | ||||||
| 2025-06-30 | NP | PSP - Invesco Global Listed Private Equity ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18 826 | 69,27 | 698 | 14,80 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 380 | 347,06 | 14 | 180,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 371 | 281 |
