Who owns STRATEGY SHS?

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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
LPL Financial 485k $12M -24% Jun 2026
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ODonnell Financial Services 296k $7.4M 6% Jun 2026
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Cambridge Investment Research Advisors 79k $2.0M -30% Jun 2026
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Resources Investment Advisors 71k $1.8M -4% Jun 2026
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Private Advisor 57k $1.4M -11% Jun 2026
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Susquehanna International 45k $1.1M 100% Jun 2026
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Hrt Financial 38k $965k 100% Jun 2026
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Moors & Cabot 34k $854k 31% Jun 2026
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Advisor Group Holdings 33k $837k -12% Jun 2026
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Steward Partners Investment Advisory 31k $768k -61% Jun 2026
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Goss Wealth Management 25k $617k -2% Jun 2026
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Worth Asset Management 23k $589k -12% Jun 2026
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Virtu Financial 23k $586k 100% Jun 2026
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Envestnet Asset Management 22k $563k -3% Jun 2026
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Citadel Advisors 20k $497k 14% Jun 2026
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Atlas Wealth Partners 17k $414k -13% Jun 2026
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Cetera Investment Advisers 16k $403k -11% Jun 2026
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Jane Street 14k $360k 100% Jun 2026
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HighPoint Advisor 13k $331k 0% Jun 2026
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Stratos Wealth Partners 13k $329k -26% Jun 2026
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Arkadios Wealth Advisors 12k $307k 8% Jun 2026
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Wetzel Investment Advisors 12k $307k 0% Jun 2026
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Birch Financial Group 12k $299k -1% Jun 2026
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Gts Securities 12k $299k -66% Jun 2026
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J.w. Cole Advisors 11k $286k -12% Jun 2026
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Concurrent Investment Advisors 10k $260k -6% Jun 2026
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CWM 10k $294k 100% Mar 2026
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Kingsview Wealth Management 8.8k $259k 100% Mar 2026
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Intrua Financial 8.6k $217k 0% Jun 2026
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International Assets Investment Management 4.6k $115k -68% Jun 2026
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AE Wealth Management 4.4k $112k -35% Jun 2026
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Private Trust Co Na 3.6k $91k -6% Jun 2026
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CoreCap Advisors 3.3k $82k 20% Jun 2026
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Farther Finance Advisors 1.8k $44k 17% Jun 2026
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Global Retirement Partners 1.5k $38k -25% Jun 2026
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Investment Research & Advisory Group 845.00 $21k 0% Jun 2026
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Geneos Wealth Management 769.00 $19k 0% Jun 2026
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Morgan Stanley 454.00 $13k 350% Mar 2026
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Cape Investment Advisory 450.00 $11k 100% Jun 2026
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UBS Group 250.00 $6.3k 100% Jun 2026
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Creative Financial Designs 216.00 $5.4k 1% Jun 2026
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Ronald Blue Trust 173.00 $4.4k 100% Jun 2026
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Spire Wealth Management 112.00 $2.8k 1% Jun 2026
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Simplex Trading 100.00 $2.5k -76% Jun 2026
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Mcguire Capital Advisors 10.00 $252.000000 0% Jun 2026
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Silver Grove Financial Group 3.00 $75.000000 100% Jun 2026
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Who sold out of Strategy?

Fund or Company Name Date Sold Shares Held Valued At
Urban Wealth Management Mar 2026 64k $1.9M
Kestra Private Wealth Services Mar 2026 28k $831k
National Wealth Management Group Mar 2026 12k $349k
Mariner Wealth Advisors Mar 2026 9.9k $292k
Wedbush Morgan Securities Mar 2026 9.9k $290k
Commonwealth Equity Services Mar 2026 7.1k $208k
Wells Fargo & Company Mar 2026 865.00 $26k
Royal Bank of Canada Mar 2026 463.00 $14k
POM Investment Strategies Mar 2026 356.00 $11k