Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 4.18 Million shares, which have been reported (via 13F filing form) to have a value of $89.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
789,690
shares
|
$16.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
455,021
shares
|
$9.76 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
452,030
shares
|
$9.7 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
370,806
shares
|
$7.95 Million
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
134,334
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
127,221
shares
|
$2.73 Million
0.22% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
106,243
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
102,262
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
94,117
shares
|
$2.02 Million
0.54% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
84,048
shares
|
$1.8 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
82,716
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2020
Added 1.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
67,703
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
63,841
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
58,052
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
56,364
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
53,277
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.8%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
51,865
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
49,134
shares
|
$1.05 Million
0.79% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,459
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
42,277
shares
|
$906,841
0.01% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
39,635
shares
|
$850,170
0.04% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
38,731
shares
|
$830,779
0.02% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
37,929
shares
|
$813,577
0.04% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
37,317
shares
|
$800,449
0.04% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
37,056
shares
|
$794,851
0.26% of portfolio
|
Q4 2024
Added 1.1%
|