Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 112 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 $85.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
854
shares
|
$18,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
852
shares
|
$17,994
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
700
shares
|
$14,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
692
shares
|
$14,615
0.0% of portfolio
|
Q4 2022
Reduced 94.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
671
shares
|
$14,171
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
659
shares
|
$13,918
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
646
shares
|
$13,643
0.0% of portfolio
|
Q1 2024
Added 174.89%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
505
shares
|
$10,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
503
shares
|
$10,623
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$10,560
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
500
shares
|
$10,560
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
500
shares
|
$10,560
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
500
shares
|
$10,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
491
shares
|
$10,369
0.01% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
487
shares
|
$10,285
0.0% of portfolio
|
Q1 2025
Added 637.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
462
shares
|
$9,757
0.0% of portfolio
|
Q1 2024
Added 456.63%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
424
shares
|
$8,954
0.0% of portfolio
|
Q1 2025
Added 960.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
400
shares
|
$8,448
0.0% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
350
shares
|
$7,392
0.0% of portfolio
|
Q4 2023
Reduced 69.49%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
300
shares
|
$6,336
0.0% of portfolio
|
Q1 2025
Reduced 77.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
275
shares
|
$5,808
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
232
shares
|
$4,899
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
208
shares
|
$4,392
0.0% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
204
shares
|
$4,308
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$4,224
0.01% of portfolio
|
Q2 2022
New holding
|