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 75 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $609 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,725,994
shares
|
$74.5 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,271,493
shares
|
$54.9 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
942,484
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,293
shares
|
$38.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
870,833
shares
|
$37.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
842,235
shares
|
$36.4 Million
1.02% of portfolio
|
Q3 2024
Added 52.38%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
837,957
shares
|
$36.2 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
806,368
shares
|
$34.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
676,927
shares
|
$29.2 Million
15.48% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
577,599
shares
|
$24.9 Million
2.25% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
501,912
shares
|
$21.7 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
444,353
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
408,977
shares
|
$17.7 Million
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
393,548
shares
|
$17 Million
3.78% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
305,393
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
224,972
shares
|
$9.72 Million
2.2% of portfolio
|
Q1 2023
Added 125.06%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
214,525
shares
|
$9.27 Million
0.01% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
211,864
shares
|
$9.15 Million
4.01% of portfolio
|
Q2 2023
Added 53.39%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
210,437
shares
|
$9.09 Million
0.78% of portfolio
|
Q4 2024
Added 42.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
187,878
shares
|
$8.11 Million
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
164,471
shares
|
$7.1 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
142,709
shares
|
$6.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
140,532
shares
|
$6.07 Million
0.29% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
101,820
shares
|
$4.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
92,109
shares
|
$3.98 Million
1.28% of portfolio
|
Q4 2024
Added 6.79%
|