Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $85.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,565
shares
|
$773,538
0.28% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
33,658
shares
|
$732,061
0.0% of portfolio
|
Q3 2024
Added 32.27%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
31,730
shares
|
$690,127
0.26% of portfolio
|
Q4 2024
Reduced 28.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,587
shares
|
$687,017
0.0% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,562
shares
|
$621,223
0.09% of portfolio
|
Q2 2023
Added 1.56%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
24,228
shares
|
$526,959
0.07% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,610
shares
|
$491,767
0.04% of portfolio
|
Q4 2024
Added 103.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
21,930
shares
|
$476,977
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,697
shares
|
$471,909
0.0% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,467
shares
|
$466,907
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
18,213
shares
|
$396,132
0.16% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,065
shares
|
$392,913
0.03% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
17,797
shares
|
$387,084
0.01% of portfolio
|
Q3 2024
Added 36.03%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
16,589
shares
|
$360,810
0.05% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
15,785
shares
|
$343,323
0.12% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,782
shares
|
$321,508
0.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,760
shares
|
$321,030
0.0% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
14,522
shares
|
$315,853
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,084
shares
|
$306,327
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,070
shares
|
$306,022
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,759
shares
|
$299,258
0.01% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
13,496
shares
|
$293,538
0.14% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
13,495
shares
|
$293,516
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
13,350
shares
|
$290,362
0.02% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
12,716
shares
|
$276,573
0.06% of portfolio
|
Q2 2024
Reduced 39.55%
|