Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 4.28 Million shares, which have been reported (via 13F filing form) to have a value of $95.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
13,506
shares
|
$300,238
0.05% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
13,350
shares
|
$296,770
0.02% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
13,083
shares
|
$290,835
0.0% of portfolio
|
Q2 2024
Added 36.95%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
12,889
shares
|
$286,522
0.04% of portfolio
|
Q2 2024
Reduced 16.92%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
12,716
shares
|
$282,676
0.06% of portfolio
|
Q2 2024
Reduced 39.55%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
12,649
shares
|
$281,187
0.01% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
12,259
shares
|
$272,517
0.01% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,041
shares
|
$267,671
0.17% of portfolio
|
Q1 2023
Added 1.31%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
12,008
shares
|
$266,937
0.03% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
11,181
shares
|
$248,553
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,683
shares
|
$237,483
0.0% of portfolio
|
Q2 2024
Added 1.44%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
10,657
shares
|
$236,905
0.01% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
10,147
shares
|
$225,567
0.02% of portfolio
|
Q2 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
10,026
shares
|
$222,877
0.06% of portfolio
|
Q2 2024
Added 2.4%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
9,857
shares
|
$219,121
0.01% of portfolio
|
Q2 2021
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
9,317
shares
|
$207,116
0.01% of portfolio
|
Q2 2024
Added 5.38%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
8,982
shares
|
$199,669
0.0% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
7,583
shares
|
$168,570
0.01% of portfolio
|
Q2 2024
Added 10.17%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,400
shares
|
$164,502
0.0% of portfolio
|
Q2 2024
Added 84.26%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
7,391
shares
|
$164,301
0.01% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
6,963
shares
|
$154,787
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,696
shares
|
$126,622
0.06% of portfolio
|
Q1 2023
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
5,059
shares
|
$112,461
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
4,597
shares
|
$102,191
0.01% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,160
shares
|
$70,246
0.0% of portfolio
|
Q1 2024
Reduced 7.81%
|