Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $83.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
789,690
shares
|
$16.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
455,021
shares
|
$9.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
452,030
shares
|
$9.35 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
374,408
shares
|
$7.74 Million
0.03% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
134,334
shares
|
$2.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
127,221
shares
|
$2.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
106,243
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
102,262
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
94,117
shares
|
$1.95 Million
0.54% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
82,716
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2020
Added 1.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
67,703
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
63,841
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
58,052
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
56,364
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
51,668
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,459
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
48,436
shares
|
$1 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
43,535
shares
|
$900,303
0.04% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
42,277
shares
|
$874,288
0.01% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,130
shares
|
$829,888
0.0% of portfolio
|
Q1 2025
Added 37.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
37,949
shares
|
$784,785
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
37,317
shares
|
$771,715
0.04% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
37,056
shares
|
$766,318
0.26% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
35,375
shares
|
$731,555
0.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
33,639
shares
|
$695,654
0.27% of portfolio
|
Q1 2025
Reduced 5.42%
|