Who owns STRATEGY SHS?
- Ticker: ESUM
- CUSIP Number: 86280r787
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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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 1.3M | $41M | 16% | Sep 2026 |
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| Strategic Equity Management | 543k | $17M | 3% | Jun 2026 |
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| O'Connor Financial Group | 501k | $15M | 1% | Sep 2026 |
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| Moneywise | 291k | $8.9M | 5% | Jun 2026 |
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| Legacy Wealth Asset Management | 266k | $8.0M | 2% | Sep 2026 |
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| PAX Financial Group | 163k | $5.0M | 2% | Jun 2026 |
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| Geneos Wealth Management | 161k | $4.9M | 36% | Jun 2026 |
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| LPL Financial | 147k | $4.5M | 4% | Jun 2026 |
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| Jones Financial Companies, L.L | 121k | $3.6M | 46% | Jun 2026 |
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| Cambridge Investment Research Advisors | 119k | $3.6M | 5% | Jun 2026 |
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| Ronald Blue Trust | 113k | $3.4M | 100% | Sep 2026 |
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| Kestra Advisory Services | 111k | $3.4M | 3% | Jun 2026 |
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| Creative Financial Designs | 98k | $3.0M | 10% | Jun 2026 |
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| OneAscent Financial Services | 76k | $2.3M | 7% | Jun 2026 |
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| EverSource Wealth Advisors | 75k | $2.3M | -12% | Jun 2026 |
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| Values First Advisors | 75k | $2.3M | 88% | Sep 2026 |
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| SageOak Financial | 64k | $1.9M | 7% | Sep 2026 |
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| Merit Financial Group | 58k | $1.8M | 22% | Jun 2026 |
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| First Heartland Consultants | 55k | $1.7M | -2% | Sep 2026 |
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| Strategic Blueprint | 51k | $1.5M | 10% | Sep 2026 |
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| Change Path | 50k | $1.5M | -96% | Jun 2026 |
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| IFP Advisors | 31k | $930k | -36% | Sep 2026 |
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| Gts Securities | 25k | $754k | 100% | Jun 2026 |
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| Atria Investments | 20k | $601k | 82% | Sep 2026 |
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| Betterment | 18k | $563k | 2% | Jun 2026 |
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| XY Planning Network | 18k | $545k | 100% | Sep 2026 |
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| Harvest Investment Services | 17k | $528k | -8% | Jun 2026 |
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| Meriwether Wealth & Planning | 16k | $485k | 10% | Sep 2026 |
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| Foundations Investment Advisors | 15k | $445k | 25% | Jun 2026 |
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| Raymond James Financial | 13k | $390k | 100% | Jun 2026 |
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| Citadel Advisors | 11k | $348k | 100% | Jun 2026 |
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| Security Financial Services | 9.7k | $299k | 8% | Jun 2026 |
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| BAM Wealth Management | 9.6k | $290k | -8% | Sep 2026 |
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| Clarity Asset Management | 8.8k | $267k | 100% | Sep 2026 |
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| Advisor Group Holdings | 8.7k | $266k | 131% | Jun 2026 |
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| Sanctuary Advisors | 8.7k | $266k | 9% | Jun 2026 |
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| Equitable Holdings | 6.8k | $209k | 100% | Jun 2026 |
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| LGT Financial Advisors | 3.2k | $100k | 0% | Jun 2026 |
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| Silver Oak Securities | 1.1k | $32k | 1144% | Jun 2026 |
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| Ameritas Advisory Services | 789.00 | $24k | 100% | Jun 2026 |
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| Vanguard Advisers | 270.00 | $8.3k | 0% | Jun 2026 |
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| Assetmark | 7.00 | $211.999900 | 100% | Sep 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 | 33k | $870k |
| Royal Bank of Canada | Mar 2026 | 3.4k | $90k |
| AdvisorNet Financial | Jun 2026 | 224.00 | $6.9k |