Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 4.16 Million shares, which have been reported (via 13F filing form) to have a value of $88.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
13,350
shares
|
$285,022
0.02% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
12,716
shares
|
$271,486
0.06% of portfolio
|
Q2 2024
Reduced 39.55%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
12,465
shares
|
$266,127
0.04% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,041
shares
|
$257,075
0.17% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,028
shares
|
$256,797
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
11,776
shares
|
$251,417
0.01% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
11,100
shares
|
$236,985
0.02% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,836
shares
|
$231,348
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,677
shares
|
$227,953
0.0% of portfolio
|
Q3 2024
Reduced 82.44%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,383
shares
|
$221,677
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,942
shares
|
$212,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
9,857
shares
|
$210,446
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,619
shares
|
$205,365
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
9,281
shares
|
$198,149
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,245
shares
|
$197,380
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
9,000
shares
|
$192,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,841
shares
|
$188,755
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
8,316
shares
|
$177,546
0.05% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,882
shares
|
$168,280
0.01% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,335
shares
|
$135,252
0.0% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,696
shares
|
$121,609
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,059
shares
|
$108,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,597
shares
|
$98,145
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,963
shares
|
$84,610
0.0% of portfolio
|
Q3 2024
Reduced 46.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,085
shares
|
$65,864
0.0% of portfolio
|
Q3 2024
Added 2756.48%
|