Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Destiny Tech100 Inc., omfatter 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., og Nova Wealth Management, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
