Who owns STRATEGY SHS?
- Ticker: ESSC
- CUSIP Number: 86280r134
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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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Who bought or sold STRATEGY SHS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Strategic Equity Management | 395k | $13M | -5% | Jun 2026 |
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| Moneywise | 191k | $6.1M | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 140k | $4.4M | 100% | Jun 2026 |
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| PAX Financial Group | 48k | $1.5M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 39k | $1.2M | 1% | Jun 2026 |
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| EverSource Wealth Advisors | 14k | $455k | -28% | Jun 2026 |
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| First Heartland Consultants | 14k | $443k | 2% | Jun 2026 |
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| Whitaker-Myers Wealth Managers | 13k | $416k | 7% | Jun 2026 |
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| Change Path | 7.0k | $224k | -80% | Jun 2026 |
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| Values First Advisors | 6.1k | $195k | 47% | Jun 2026 |
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| Advisor Group Holdings | 2.0k | $63k | 1934% | Jun 2026 |
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| UBS Group | 1.3k | $42k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 379.00 | $12k | 100% | Jun 2026 |
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| Creative Financial Designs | 300.00 | $9.5k | 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 | 13k | $345k |