Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 4.44 Million shares, which have been reported (via 13F filing form) to have a value of $98.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
841,916
shares
|
$18.5 Million
0.01% of portfolio
|
Q2 2024
Added 4.7%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
459,012
shares
|
$10.1 Million
5.85% of portfolio
|
Q3 2024
Added 4.85%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
369,441
shares
|
$8.11 Million
0.03% of portfolio
|
Q2 2024
Added 2.9%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
255,681
shares
|
$5.61 Million
0.5% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
200,827
shares
|
$4.41 Million
0.15% of portfolio
|
Q2 2024
Added 9.25%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
180,352
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
164,450
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2024
Added 2125.0%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
139,241
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2024
Added 22.12%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
117,961
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.1%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
82,716
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2020
Added 1.91%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
79,280
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
64,836
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
62,269
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
Added 2.55%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
60,806
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 10.13%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
60,585
shares
|
$1.33 Million
0.43% of portfolio
|
Q2 2024
Added 25.51%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
60,007
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
57,616
shares
|
$1.26 Million
0.46% of portfolio
|
Q2 2024
Added 237.15%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
54,259
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
49,511
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
49,099
shares
|
$1.08 Million
0.86% of portfolio
|
Q3 2024
Added 8.71%
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
44,442
shares
|
$975,501
0.38% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
41,861
shares
|
$918,848
0.08% of portfolio
|
Q2 2024
Added 341.11%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
40,983
shares
|
$899,576
0.0% of portfolio
|
Q2 2024
Added 62.53%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
38,298
shares
|
$840,641
0.01% of portfolio
|
Q2 2024
Added 0.36%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
38,109
shares
|
$836,492
0.04% of portfolio
|
Q3 2024
Added 0.05%
|