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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
200
shares
|
$4,224
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
180
shares
|
$3,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
155
shares
|
$3,273
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
129
shares
|
$2,724
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$2,112
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$2,112
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
36
shares
|
$760
0.0% of portfolio
|
Q1 2025
Reduced 94.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
35
shares
|
$739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
24
shares
|
$506
0.0% of portfolio
|
Q4 2024
Reduced 82.86%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
11
shares
|
$232
0.0% of portfolio
|
Q3 2024
Reduced 57.69%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|