Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $83.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,312
shares
|
$26,987
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,011
shares
|
$20,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
975
shares
|
$20,055
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
972
shares
|
$19,994
0.0% of portfolio
|
Q3 2023
Reduced 54.58%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
854
shares
|
$17,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
700
shares
|
$14,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
692
shares
|
$14,234
0.0% of portfolio
|
Q4 2022
Reduced 94.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
671
shares
|
$13,802
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
665
shares
|
$13,679
0.0% of portfolio
|
Q4 2024
Reduced 78.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
659
shares
|
$13,555
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
646
shares
|
$13,288
0.0% of portfolio
|
Q1 2024
Added 174.89%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
600
shares
|
$12,342
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
505
shares
|
$10,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
503
shares
|
$10,346
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$10,285
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
500
shares
|
$10,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
500
shares
|
$10,285
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
500
shares
|
$10,285
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
482
shares
|
$9,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
462
shares
|
$9,503
0.0% of portfolio
|
Q1 2024
Added 456.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
400
shares
|
$8,228
0.0% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
350
shares
|
$7,199
0.0% of portfolio
|
Q4 2023
Reduced 69.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
346
shares
|
$7,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
300
shares
|
$6,171
0.0% of portfolio
|
Q3 2022
Reduced 76.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
275
shares
|
$5,656
0.0% of portfolio
|
Q1 2024
New holding
|