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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,700
shares
|
$36,975
0.0% of portfolio
|
Q2 2024
Added 466.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,610
shares
|
$35,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,011
shares
|
$21,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
995
shares
|
$21,641
0.0% of portfolio
|
Q3 2024
Added 95.48%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
975
shares
|
$21,206
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
972
shares
|
$21,141
0.0% of portfolio
|
Q3 2023
Reduced 54.58%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
854
shares
|
$18,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
700
shares
|
$15,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
692
shares
|
$15,051
0.0% of portfolio
|
Q4 2022
Reduced 94.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
671
shares
|
$14,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
659
shares
|
$14,333
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
646
shares
|
$14,050
0.0% of portfolio
|
Q1 2024
Added 174.89%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
600
shares
|
$13,050
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
550
shares
|
$11,962
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
503
shares
|
$10,940
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
500
shares
|
$10,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$10,875
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
500
shares
|
$10,875
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
485
shares
|
$10,548
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
479
shares
|
$10,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
462
shares
|
$10,048
0.0% of portfolio
|
Q1 2024
Added 456.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
400
shares
|
$8,700
0.0% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
400
shares
|
$8,700
0.0% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
350
shares
|
$7,612
0.0% of portfolio
|
Q4 2023
Reduced 69.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
346
shares
|
$7,525
0.0% of portfolio
|
Q3 2024
New holding
|