Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $85.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
818,474
shares
|
$17.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
452,030
shares
|
$9.8 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
369,644
shares
|
$8.02 Million
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
222,662
shares
|
$4.83 Million
0.42% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
139,241
shares
|
$3.02 Million
0.02% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
115,945
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
107,548
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
84,048
shares
|
$1.82 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
82,716
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2020
Added 1.91%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
81,182
shares
|
$1.76 Million
0.66% of portfolio
|
Q3 2024
Added 40.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
66,851
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
64,836
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
60,007
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
56,364
shares
|
$1.22 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
55,198
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 72.51%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
54,259
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
53,277
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.8%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
49,134
shares
|
$1.07 Million
0.79% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
49,128
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 19.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
39,657
shares
|
$860,160
0.03% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
39,635
shares
|
$859,683
0.05% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
38,607
shares
|
$837,385
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
38,109
shares
|
$826,584
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
36,654
shares
|
$795,025
0.25% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
35,975
shares
|
$780,297
0.01% of portfolio
|
Q3 2024
Reduced 2.31%
|