Institutional Ownership Strategy Shs Day Hagan/Ned Dav (SSUS)
This table provides information about the institutional ownership of Strategy Shs Day Hagan/Ned Dav (SSUS). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $530 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
74,258
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,740
shares
|
$2.82 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,404
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
48,825
shares
|
$2.09 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
42,921
shares
|
$1.84 Million
1.76% of portfolio
|
Q4 2024
Reduced 34.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
35,451
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
35,263
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
35,066
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
31,920
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
30,247
shares
|
$1.3 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
28,306
shares
|
$1.21 Million
0.45% of portfolio
|
Q3 2024
Reduced 81.79%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
23,755
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
21,001
shares
|
$899,892
0.11% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
20,766
shares
|
$889,823
0.16% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,505
shares
|
$878,639
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
18,509
shares
|
$793,110
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,467
shares
|
$705,610
0.0% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,232
shares
|
$652,691
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
14,635
shares
|
$627,109
0.03% of portfolio
|
Q3 2024
Reduced 52.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,355
shares
|
$529,411
0.0% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,344
shares
|
$528,940
0.0% of portfolio
|
Q3 2024
Reduced 52.08%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
11,502
shares
|
$492,860
0.09% of portfolio
|
Q3 2024
Reduced 51.26%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
9,309
shares
|
$398,890
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
8,997
shares
|
$385,521
0.14% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
8,708
shares
|
$373,137
0.14% of portfolio
|
Q1 2024
Added 37.98%
|