Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Strategy Inc - Preferred Stock incluem Manufacturers Life Insurance Company, The, Andina Capital Management, LLC, Regions Financial Corp, One Capital Management, LLC, Cerity Partners LLC, Ground Swell Capital, LLC, Synergy Financial Management, LLC, Exit Wealth Advisors, LLC., Clear Street Markets Llc, Scarborough Advisors, LLC, e AE Wealth Management LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 2,995 | 212 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5,940 | 1.71 | 420 | -8.71 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 22,309 | 1,577 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 20,792 | 20.77 | 1,470 | 8.49 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3,800 | 2.70 | 269 | -7.90 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 19 | 375.00 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 56,829 | 24.48 | 4,018 | 11.74 | ||||
| 2026-05-05 | 13F | UBS Group AG | 5,125 | 8,891.23 | 362 | 8,950.00 | ||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 37,772 | 31.28 | 2,670 | 17.83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4,287 | 389.94 | 303 | 345.59 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 16 | 23.08 | 1 | 0.00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 14,500 | 1,025 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5 | 0 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3,924 | 52.15 | 307 | 36.44 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1,464 | 104 | ||||||
| 2026-05-13 | 13F | Capital World Investors | 736,597 | 15.77 | 52,077 | 3.92 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 300,109 | 24.49 | 21,218 | 11.75 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 28 | -9.68 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 5,558 | 393 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 909 | 1.56 | 64 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1,264 | 0.32 | 89 | -10.10 | ||||
| 2026-05-15 | 13F | Infrastructure Capital Advisors, Llc | 153,001 | 9.91 | 10,817 | -1.33 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 100 | 7 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 3,863 | 273 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 12,970 | 2.37 | 917 | -8.12 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10,200 | 104.00 | 721 | 83.46 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 4,837 | 342 | ||||||
| 2026-04-30 | 13F | Clear Street Markets Llc | 1,391 | 98 | ||||||
| 2026-05-15 | 13F | Greenland Capital Management LP | 71,681 | 2.40 | 5,068 | -8.09 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3,089 | 218 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 100 | 7 | ||||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 24,300 | 1,729 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 201,990 | 10.94 | 14,376 | 0.25 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 3,467 | 245 | ||||||
| 2026-05-11 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 10,681 | 12.53 | 755 | -0.13 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 692 | 2.82 | 49 | -9.43 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,000 | 100.00 | 79 | 73.33 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 21 | 1 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 206,400 | 144 | ||||||
| 2026-05-15 | 13F | State Street Corp | 168,000 | 1.82 | 11,899 | -11.96 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 170 | 12 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 65,075 | 40.57 | 4,601 | 26.17 | ||||
| 2026-05-13 | 13F | Marex Group plc | 16,401 | 272.75 | 1,160 | 234.97 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 345 | 14.62 | 24 | 4.35 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4,580 | 324 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 34,054 | 4.06 | 2,409 | -6.52 | ||||
| 2026-05-15 | 13F | ParaFi Capital LP | 430,628 | 114.91 | 30,445 | 92.92 |
