Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $85.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
314
shares
|
$6,810
0.0% of portfolio
|
Q3 2024
Reduced 52.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
300
shares
|
$6,507
0.0% of portfolio
|
Q3 2022
Reduced 76.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
275
shares
|
$5,964
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
240
shares
|
$5,205
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$4,338
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,338
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
197
shares
|
$4,272
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
188
shares
|
$4,077
0.0% of portfolio
|
Q3 2024
Added 506.45%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
150
shares
|
$3,253
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
150
shares
|
$3,253
0.0% of portfolio
|
Q3 2024
Reduced 97.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$2,169
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$2,169
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
71
shares
|
$1,539
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
24
shares
|
$520
0.0% of portfolio
|
Q4 2024
Reduced 82.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
11
shares
|
$238
0.0% of portfolio
|
Q3 2024
Reduced 57.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
7
shares
|
$151
0.02% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|