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 |
---|---|---|---|---|---|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
300
shares
|
$6,585
0.0% of portfolio
|
Q3 2022
Reduced 76.92%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
275
shares
|
$6,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
240
shares
|
$5,268
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
200
shares
|
$4,390
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$4,390
0.01% of portfolio
|
Q2 2022
New holding
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
194
shares
|
$4,258
0.0% of portfolio
|
Q2 2024
Added 1.57%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
150
shares
|
$3,292
0.0% of portfolio
|
Q3 2024
Reduced 97.85%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
150
shares
|
$3,292
0.0% of portfolio
|
Q4 2022
New holding
|
|
St. Johns Investment Management Company, LLC
|
Jul 25, 2024 Q2 2024 |
140
shares
|
$3,073
0.0% of portfolio
|
Q2 2024
Reduced 30.0%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
108
shares
|
$2,370
0.0% of portfolio
|
Q2 2024
Reduced 85.99%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$2,195
0.0% of portfolio
|
Q1 2022
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
100
shares
|
$2,195
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
71
shares
|
$1,558
0.0% of portfolio
|
Q4 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
51
shares
|
$1,119
0.0% of portfolio
|
Q2 2024
Reduced 98.27%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
31
shares
|
$680
0.0% of portfolio
|
Q1 2023
Reduced 88.03%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
26
shares
|
$570
0.0% of portfolio
|
Q2 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q1 2024
New holding
|
|
Your Advocates Ltd., LLP
Houston, TX |
Jul 29, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|