Who owns STRATEGY SHS?
- Ticker: ELCV
- CUSIP Number: 86280r811
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Analyze quarterly positions in Strategy with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Strategy stock
Who bought or sold STRATEGY SHS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| OneAscent Financial Services | 1.1M | $28M | 744% | Dec 2025 |
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| Creative Financial Designs | 563k | $15M | 4% | Dec 2025 |
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| Ambassador Advisors | 538k | $14M | -1% | Dec 2025 |
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| Bare Financial Services | 415k | $11M | 20% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 395k | $11M | 128% | Dec 2025 |
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| OneAscent Wealth Management | 284k | $7.5M | 2% | Dec 2025 |
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| LPL Financial | 248k | $6.6M | 29% | Dec 2025 |
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| O'Connor Financial Group | 207k | $5.7M | 0% | Dec 2025 |
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| LVZ Advisors | 158k | $4.2M | 0% | Dec 2025 |
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| PAX Financial Group | 138k | $3.7M | 6% | Dec 2025 |
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| Atria Investments | 95k | $2.5M | -70% | Dec 2025 |
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| ValMark Advisers | 79k | $2.1M | 5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 77k | $2.0M | 36% | Dec 2025 |
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| Strategic Equity Management | 69k | $1.8M | 15% | Dec 2025 |
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| Moneywise | 55k | $1.5M | 11% | Dec 2025 |
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| Sound Financial Strategies Group | 43k | $1.1M | -1% | Dec 2025 |
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| 49 Wealth Management | 42k | $1.1M | 5% | Dec 2025 |
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| First Heartland Consultants | 38k | $1.0M | -27% | Dec 2025 |
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| EverSource Wealth Advisors | 37k | $970k | 1% | Dec 2025 |
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| SageOak Financial | 32k | $857k | 1% | Dec 2025 |
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| OneAscent Family Office | 31k | $822k | 7% | Dec 2025 |
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| AIFG Consultants | 30k | $801k | 15% | Dec 2025 |
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| Gts Securities | 27k | $712k | 167% | Dec 2025 |
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| IFP Advisors | 22k | $582k | 1% | Dec 2025 |
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| Merit Financial Group | 19k | $492k | 15% | Dec 2025 |
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| Jones Financial Companies, L.L | 18k | $473k | 322% | Dec 2025 |
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| Susquehanna International | 16k | $413k | 100% | Dec 2025 |
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| Envestnet Asset Management | 15k | $398k | 31% | Dec 2025 |
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| Values First Advisors | 13k | $347k | 53% | Dec 2025 |
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| Equitable Holdings | 12k | $328k | 13% | Dec 2025 |
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| Foundations Investment Advisors | 12k | $310k | -6% | Dec 2025 |
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| Betterment | 12k | $308k | 2% | Dec 2025 |
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| Security Financial Services | 11k | $281k | 26% | Dec 2025 |
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| HighTower Advisors | 10k | $268k | 0% | Dec 2025 |
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| Citadel Advisors | 9.7k | $258k | 100% | Sep 2025 |
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| Kestra Advisory Services | 9.6k | $256k | 15% | Dec 2025 |
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| Sanctuary Advisors | 9.4k | $251k | -28% | Dec 2025 |
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| CX Institutional | 9.4k | $249k | 331% | Dec 2025 |
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| Cornerstone Wealth Management | 8.7k | $231k | 0% | Dec 2025 |
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| Bedel Financial Consulting | 8.5k | $227k | 0% | Dec 2025 |
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| OneAscent Investment Solutions | 8.2k | $217k | 1% | Dec 2025 |
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| Plan A Wealth | 7.9k | $209k | -26% | Dec 2025 |
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| Centaurus Financial | 4.6k | $123k | 2% | Dec 2025 |
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| Advisor Group Holdings | 4.1k | $109k | 25% | Dec 2025 |
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| Ronald Blue Trust | 3.0k | $80k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 971.00 | $26k | 12% | Dec 2025 |
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| LGT Financial Advisors | 372.00 | $9.9k | 0% | Dec 2025 |
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| Assetmark | 311.00 | $8.3k | 0% | Dec 2025 |
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| Harbour Investments | 240.00 | $6.4k | -61% | Dec 2025 |
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| UBS Group | 70.00 | $1.9k | -94% | Dec 2025 |
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| GeoWealth Management | 1.00 | $27.000000 | 0% | Dec 2025 |
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Who sold out of Strategy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Change Path | Sep 2025 | 274k | $7.3M |
| Financial Advocates Investment Management | Jun 2025 | 11k | $266k |
| Whitaker-Myers Wealth Managers | Sep 2025 | 8.8k | $236k |
| Jane Street | Sep 2025 | 8.6k | $229k |
| Raymond James Financial | Sep 2025 | 7.7k | $205k |
| Royal Bank of Canada | Jun 2025 | 542.00 | $14k |