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 | 127k | $3.4M | -86% | Sep 2025 |
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| Ambassador Advisors | 544k | $15M | -40% | Sep 2025 |
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| Creative Financial Designs | 539k | $14M | 6% | Sep 2025 |
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| Bare Financial Services | 345k | $9.2M | 100% | Sep 2025 |
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| Atria Investments | 316k | $8.4M | -6% | Sep 2025 |
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| OneAscent Wealth Management | 279k | $7.5M | 6% | Sep 2025 |
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| Change Path | 274k | $7.3M | 0% | Sep 2025 |
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| O'Connor Financial Group | 207k | $5.5M | -1% | Sep 2025 |
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| LPL Financial | 191k | $5.1M | 55% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 173k | $4.6M | 2% | Sep 2025 |
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| LVZ Advisors | 158k | $4.2M | 34% | Sep 2025 |
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| PAX Financial Group | 131k | $3.5M | 1% | Sep 2025 |
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| ValMark Advisers | 76k | $2.0M | 10% | Sep 2025 |
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| Strategic Equity Management | 60k | $1.6M | 59% | Sep 2025 |
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| Cambridge Investment Research Advisors | 57k | $1.5M | -57% | Sep 2025 |
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| First Heartland Consultants | 52k | $1.4M | -1% | Sep 2025 |
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| Moneywise | 50k | $1.3M | 63% | Sep 2025 |
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| Sound Financial Strategies Group | 43k | $1.2M | -2% | Sep 2025 |
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| 49 Wealth Management | 40k | $1.1M | 44% | Sep 2025 |
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| EverSource Wealth Advisors | 36k | $965k | 10% | Sep 2025 |
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| SageOak Financial | 32k | $855k | 1% | Sep 2025 |
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| OneAscent Family Office | 29k | $774k | -18% | Sep 2025 |
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| AIFG Consultants | 26k | $704k | -11% | Sep 2025 |
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| IFP Advisors | 22k | $581k | 3% | Sep 2025 |
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| Merit Financial Group | 16k | $430k | 100% | Sep 2025 |
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| Foundations Investment Advisors | 12k | $332k | 100% | Sep 2025 |
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| Envestnet Asset Management | 11k | $306k | 100% | Sep 2025 |
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| Betterment | 11k | $303k | 100% | Sep 2025 |
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| Equitable Holdings | 11k | $293k | 100% | Sep 2025 |
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| Plan A Wealth | 11k | $284k | -19% | Sep 2025 |
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| HighTower Advisors | 10k | $270k | 0% | Sep 2025 |
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| Gts Securities | 10k | $269k | -68% | Sep 2025 |
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| Citadel Advisors | 9.7k | $258k | 100% | Sep 2025 |
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| Whitaker-Myers Wealth Managers | 8.8k | $236k | 100% | Sep 2025 |
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| Cornerstone Wealth Management | 8.7k | $232k | 100% | Sep 2025 |
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| Jane Street | 8.6k | $229k | 100% | Sep 2025 |
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| Values First Advisors | 8.6k | $229k | 38% | Sep 2025 |
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| Bedel Financial Consulting | 8.5k | $228k | 100% | Sep 2025 |
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| Security Financial Services | 8.4k | $225k | 100% | Sep 2025 |
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| Kestra Advisory Services | 8.4k | $225k | -45% | Sep 2025 |
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| OneAscent Investment Solutions | 8.1k | $216k | -12% | Sep 2025 |
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| Raymond James Financial | 7.7k | $205k | 19% | Sep 2025 |
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| Centaurus Financial | 4.6k | $122k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 4.2k | $113k | 100% | Sep 2025 |
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| Advisor Group Holdings | 3.3k | $88k | 164% | Sep 2025 |
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| Ronald Blue Trust | 3.0k | $81k | 0% | Sep 2025 |
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| CX Institutional | 2.2k | $58k | 100% | Sep 2025 |
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| UBS Group | 1.1k | $30k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 869.00 | $23k | 0% | Sep 2025 |
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| Harbour Investments | 617.00 | $17k | 0% | Sep 2025 |
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| LGT Financial Advisors | 372.00 | $9.9k | 100% | Sep 2025 |
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| Assetmark | 311.00 | $8.3k | 100% | Sep 2025 |
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| GeoWealth Management | 1.00 | $27.000000 | 0% | Sep 2025 |
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Who sold out of Strategy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Geneos Wealth Management | Jun 2025 | 45k | $1.1M |
| Susquehanna International | Jun 2025 | 37k | $944k |
| RFG Advisory | Jun 2025 | 17k | $433k |
| Financial Advocates Investment Management | Jun 2025 | 11k | $266k |
| Royal Bank of Canada | Jun 2025 | 542.00 | $14k |
| Jpmorgan Chase & Co | Mar 2025 | 225.00 | $5.6k |