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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
12,400
shares
|
$269,700
0.01% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,041
shares
|
$261,891
0.17% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,028
shares
|
$261,609
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
11,812
shares
|
$256,911
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,240
shares
|
$244,470
0.12% of portfolio
|
Q4 2024
Reduced 24.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,836
shares
|
$235,683
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,677
shares
|
$232,224
0.0% of portfolio
|
Q3 2024
Reduced 82.44%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
10,422
shares
|
$226,678
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
10,279
shares
|
$223,568
0.03% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,942
shares
|
$216,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9,857
shares
|
$214,389
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,619
shares
|
$209,213
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,245
shares
|
$201,078
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,841
shares
|
$192,291
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,422
shares
|
$139,678
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,335
shares
|
$137,786
0.0% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,696
shares
|
$123,888
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,059
shares
|
$110,033
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,597
shares
|
$99,984
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,963
shares
|
$86,195
0.0% of portfolio
|
Q3 2024
Reduced 46.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,085
shares
|
$67,098
0.0% of portfolio
|
Q3 2024
Added 2756.48%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,013
shares
|
$65,532
0.03% of portfolio
|
Q2 2023
Reduced 15.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,679
shares
|
$58,268
0.0% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,102
shares
|
$45,718
0.0% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,075
shares
|
$45,131
0.02% of portfolio
|
Q4 2022
Added 59.62%
|