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 |
|---|---|---|---|---|---|
| Creative Financial Designs | 1.2M | $40M | 248% | Jun 2026 |
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| OneAscent Financial Services | 1.0M | $34M | 8% | Jun 2026 |
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| Ambassador Advisors | 544k | $18M | 0% | Jun 2026 |
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| Bare Financial Services | 453k | $15M | 3% | Jun 2026 |
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| LPL Financial | 446k | $15M | 61% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 287k | $8.8M | 11% | Sep 2026 |
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| OneAscent Wealth Management | 274k | $9.0M | 13% | Jun 2026 |
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| O'Connor Financial Group | 194k | $5.9M | 2% | Sep 2026 |
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| LVZ Advisors | 153k | $4.6M | 0% | Sep 2026 |
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| PAX Financial Group | 138k | $4.5M | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 121k | $3.9M | 125% | Jun 2026 |
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| Cambridge Investment Research Advisors | 104k | $3.4M | 13% | Jun 2026 |
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| Stifel Financial | 102k | $3.4M | 100% | Jun 2026 |
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| Atria Investments | 89k | $2.7M | 9% | Sep 2026 |
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| ValMark Advisers | 87k | $2.9M | 3% | Jun 2026 |
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| Strategic Equity Management | 82k | $2.7M | 11% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 81k | $2.7M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 73k | $2.4M | 232% | Jun 2026 |
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| Moneywise | 63k | $2.1M | 8% | Jun 2026 |
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| Values First Advisors | 55k | $1.7M | 91% | Sep 2026 |
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| Sound Financial Strategies Group | 51k | $1.7M | 1% | Jun 2026 |
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| First Heartland Consultants | 48k | $1.5M | 0% | Sep 2026 |
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| EverSource Wealth Advisors | 47k | $1.5M | -24% | Jun 2026 |
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| SageOak Financial | 33k | $990k | 8% | Sep 2026 |
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| Tulsa Wealth Advisors | 30k | $983k | 11% | Jun 2026 |
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| Envestnet Asset Management | 27k | $878k | 30% | Jun 2026 |
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| OneAscent Family Office | 26k | $860k | 1% | Jun 2026 |
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| Discipline Wealth Solutions | 24k | $719k | 3% | Sep 2026 |
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| Merit Financial Group | 23k | $758k | 21% | Jun 2026 |
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| IFP Advisors | 23k | $697k | 4% | Sep 2026 |
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| Raymond James Financial | 22k | $709k | 145% | Jun 2026 |
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| Foundations Investment Advisors | 17k | $563k | 24% | Jun 2026 |
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| McAdam | 16k | $497k | 0% | Sep 2026 |
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| Harbour Investments | 15k | $504k | 1% | Jun 2026 |
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| Carlson Financial | 15k | $491k | 19% | Jun 2026 |
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| Ronald Blue Trust | 15k | $450k | 392% | Sep 2026 |
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| Kestra Advisory Services | 13k | $423k | 100% | Jun 2026 |
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| Natixis Asset Management Advisors | 13k | $416k | 100% | Jun 2026 |
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| Cornerstone Wealth Management | 13k | $415k | 44% | Jun 2026 |
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| Equitable Holdings | 13k | $410k | -2% | Jun 2026 |
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| Betterment | 12k | $397k | 7% | Jun 2026 |
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| Security Financial Services | 12k | $382k | 4% | Jun 2026 |
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| Gts Securities | 11k | $374k | -36% | Jun 2026 |
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| HighTower Advisors | 10k | $335k | 1% | Jun 2026 |
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| Bedel Financial Consulting | 10k | $329k | -3% | Jun 2026 |
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| Advisor Group Holdings | 9.4k | $309k | 139% | Jun 2026 |
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| Schwallier Wealth Management | 8.2k | $270k | 1% | Jun 2026 |
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| Royal Bank of Canada | 7.9k | $259k | -35% | Jun 2026 |
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| Plan A Wealth | 7.6k | $231k | 1% | Sep 2026 |
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| Farther Finance Advisors | 7.1k | $216k | 14% | Sep 2026 |
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| Whitaker-Myers Wealth Managers | 7.1k | $215k | 14% | Sep 2026 |
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| Cyndeo Wealth Partners | 6.9k | $210k | 0% | Sep 2026 |
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| Change Path | 6.2k | $205k | -98% | Jun 2026 |
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| Cascades Capital Asset Management | 3.4k | $112k | 100% | Jun 2026 |
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| CX Institutional | 2.9k | $88k | 0% | Sep 2026 |
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| Ameritas Advisory Services | 1.6k | $51k | 100% | Jun 2026 |
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| Meriwether Wealth & Planning | 1.2k | $36k | 100% | Sep 2026 |
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| Aptus Capital Advisors | 698.00 | $23k | 0% | Jun 2026 |
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| Assetmark | 317.00 | $9.6k | 2% | Sep 2026 |
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| International Assets Investment Management | 289.00 | $9.3k | 100% | Jun 2026 |
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| Silver Oak Securities | 107.00 | $3.5k | 100% | Jun 2026 |
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| Vanguard Advisers | 47.00 | $1.5k | 100% | Jun 2026 |
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Who sold out of Strategy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| 49 Wealth Management | Mar 2026 | 40k | $1.2M |
| Clarity Asset Management | Jun 2026 | 10k | $342k |
| AdvisorNet Financial | Jun 2026 | 985.00 | $32k |
| Private Trust Co Na | Jun 2026 | 167.00 | $5.5k |