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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,930
shares
|
$339,800
0.0% of portfolio
|
Q3 2024
Added 67.3%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
7,531
shares
|
$322,703
0.07% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,003
shares
|
$300,078
0.02% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
6,929
shares
|
$296,907
0.0% of portfolio
|
Q3 2024
Reduced 43.53%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
6,604
shares
|
$282,981
0.11% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,153
shares
|
$263,656
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,045
shares
|
$259,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,769
shares
|
$247,201
0.05% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,633
shares
|
$241,374
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,611
shares
|
$154,731
0.01% of portfolio
|
Q3 2024
Reduced 29.91%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,336
shares
|
$142,947
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,405
shares
|
$103,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,724
shares
|
$73,873
0.0% of portfolio
|
Q4 2023
Reduced 40.43%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,149
shares
|
$49,234
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
413
shares
|
$17,697
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
250
shares
|
$10,712
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
193
shares
|
$8,270
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
128
shares
|
$5,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|