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 |
---|---|---|---|---|---|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
37,186
shares
|
$816,232
0.26% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
36,825
shares
|
$808,308
0.01% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
36,460
shares
|
$800,297
0.26% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
34,925
shares
|
$766,603
0.05% of portfolio
|
Q2 2024
Added 9.4%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,562
shares
|
$626,935
0.09% of portfolio
|
Q2 2023
Added 1.56%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
26,408
shares
|
$579,655
0.08% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
25,865
shares
|
$567,736
0.0% of portfolio
|
Q2 2024
Reduced 35.1%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,447
shares
|
$558,561
0.0% of portfolio
|
Q2 2024
Added 32.08%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
22,362
shares
|
$490,845
0.02% of portfolio
|
Q2 2024
Added 2.1%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,467
shares
|
$471,200
0.02% of portfolio
|
Q4 2023
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
21,283
shares
|
$467,161
0.0% of portfolio
|
Q2 2024
Added 1.92%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,975
shares
|
$460,401
0.0% of portfolio
|
Q2 2024
Reduced 4.43%
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
20,856
shares
|
$457,789
0.03% of portfolio
|
Q2 2024
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
18,332
shares
|
$402,387
0.08% of portfolio
|
Q2 2024
Reduced 27.08%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
18,213
shares
|
$399,775
0.16% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
17,797
shares
|
$390,644
0.01% of portfolio
|
Q3 2024
Added 36.03%
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
17,647
shares
|
$387,351
0.08% of portfolio
|
Q2 2024
Added 0.35%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
16,900
shares
|
$370,955
0.12% of portfolio
|
Q2 2024
Added 10.1%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
16,760
shares
|
$367,882
0.01% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
16,313
shares
|
$358,070
0.05% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,109
shares
|
$331,642
0.02% of portfolio
|
Q1 2024
Added 2.85%
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,864
shares
|
$326,264
0.16% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,760
shares
|
$323,982
0.0% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
14,600
shares
|
$320,470
0.01% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,070
shares
|
$308,836
0.03% of portfolio
|
Q2 2022
New holding
|