STRK / Strategy Inc - Preferred Stock - Institutionelt ejerskab - Købere

Strategy Inc - Preferred Stock

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i Strategy Inc - Preferred Stock, omfatter Capital World Investors, ANEFX - NEW ECONOMY FUND Class A, AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1, MADDEN SECURITIES Corp, SPFF - Global X SuperIncome Preferred ETF, Oak Grove Capital LLC, Wealthcare Advisory Partners LLC, Apollon Wealth Management, LLC, Ewing Morris & Co. Investment Partners Ltd., National Bank Of Canada /fi/, Toroso Investments, LLC, TIME - Clockwise Core Equity & Innovation ETF, Balyasny Asset Management Llc, Pathstone Holdings, LLC, Avantax Planning Partners, Inc., Key Client Fiduciary Advisors, LLC, Good Life Advisors, LLC, Creative Planning, Walkner Condon Financial Advisors LLC, og Fiduciary Alliance LLC .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse op for premium-data.

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-14 13F State Street Corp 146.000 37,74 15.396 72,69
2025-08-12 13F Coston, McIsaac & Partners 509 0
2025-08-07 13F Kestra Private Wealth Services, Llc 7.372 2,39 892 47,68
2025-07-09 13F Key Client Fiduciary Advisors, LLC 2.945 356
2025-08-13 13F Truvestments Capital Llc 300 36
2025-08-29 13F Total Investment Management Inc 106 13
2025-08-06 13F Walkner Condon Financial Advisors LLC 2.594 314
2025-08-14 13F Wells Fargo & Company/mn 50.325 28,33 6.090 84,85
2025-08-06 13F Atlantic Union Bankshares Corp 115 14
2025-08-14 13F Bank Of America Corp /de/ 2.950 42,03 357 104,60
2025-08-11 13F Avantax Planning Partners, Inc. 2.953 357
2025-07-28 13F Harbour Investments, Inc. 2.014 244
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2.082 251
2025-08-01 13F Oak Grove Capital LLC 16.500 1.997
2025-07-11 13F Farther Finance Advisors, LLC 313 38
2025-07-25 13F Cwm, Llc 470 0
2025-05-12 13F Sandy Spring Bank 110 9
2025-07-29 13F Hartline Investment Corp/ 69.619 559,02 8.425 849,72
2025-07-09 13F Fiduciary Alliance LLC 2.225 269
2025-08-18 13F/A National Bank Of Canada /fi/ 7.407 893
2025-08-15 13F Morgan Stanley 64.214 385,48 7.771 599,37
2025-07-24 13F IFP Advisors, Inc 4 0
2025-08-14 13F Stifel Financial Corp 32.335 28,43 3.913 84,96
2025-08-14 13F Van Eck Associates Corp 357.149 42,60 43 104,76
2025-07-25 NP ANEFX - NEW ECONOMY FUND Class A 336.300 34.693
2025-08-08 13F MTM Investment Management, LLC 177 21
2025-08-22 NP FWATX - Fidelity Advisor Multi-Asset Income Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 411.809 41,76 49.956 104,77
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 168.200 20.354
2025-05-13 13F EverSource Wealth Advisors, LLC 0 0
2025-08-12 13F Aspiring Ventures, LLC 67.741 5,64 8.197 41,18
2025-08-13 13F Capital World Investors 523.600 63.361
2025-08-19 13F Asset Dedication, LLC 4 0
2025-08-11 13F HighTower Advisors, LLC 3.570 24,83 432 80,00
2025-08-11 13F Aptus Capital Advisors, LLC 1.175 142
2025-07-23 13F MADDEN SECURITIES Corp 42.975 5.200
2025-08-13 13F Capital International Investors 2.075.300 10,68 251.132 59,43
2025-08-06 13F Golden State Wealth Management, LLC 156 19
2025-08-26 NP PFF - iShares Preferred and Income Securities ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 813.948 30,60 98.496 88,11
2025-07-31 13F Oppenheimer & Co Inc 7.010 73,51 848 150,15
2025-07-17 13F Venture Visionary Partners LLC 2.000 242
2025-07-25 13F Apollon Wealth Management, LLC 11.600 1.404
2025-08-25 NP ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.029.615 9,95 245.604 58,38
2025-08-14 13F Royal Bank Of Canada 217 119,19
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Visionary Wealth Advisors 1.900 230
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 8.901 1.077
2025-08-12 13F BlackRock, Inc. 905.940 45,26 109.628 109,24
2025-08-15 13F Kestra Advisory Services, LLC 1.865 226
2025-08-08 13F Good Life Advisors, LLC 2.768 335
2025-08-13 13F StoneX Group Inc. 10.146 38,64 1.228 99,84
2025-08-18 13F/A Hudson Bay Capital Management LP 215.421 136,21 26.068 242,37
2025-08-13 13F Invesco Ltd. 71.000 86,84 8.592 169,14
2025-08-08 13F Pnc Financial Services Group, Inc. 200 24
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 2.000 100,00 242 188,10
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 643 78
2025-08-14 13F Balyasny Asset Management Llc 3.040 368
2025-07-29 NP TIME - Clockwise Core Equity & Innovation ETF 4.200 433
2025-09-04 13F/A Advisor Group Holdings, Inc. 4.019 100.375,00 486
2025-08-12 13F Pathstone Holdings, LLC 3.000 363
2025-08-14 13F Altshuler Shaham Ltd 4.908
2025-08-14 13F Comerica Bank 400 48
2025-08-28 NP CNSAX - Invesco Convertible Securities Fund Class A 71.000 86,84 8.592 169,14
2025-07-22 13F Wealthcare Advisory Partners LLC 12.503 1.513
2025-08-08 13F King Wealth 2.160 0
2025-08-06 13F Legacy Investment Solutions, LLC 22 3
2025-08-04 13F Wolverine Asset Management Llc 9.176 9,77 1.000 25,66
2025-08-14 13F Toroso Investments, LLC 7.019 849
2025-08-21 NP PFXF - VanEck Vectors Preferred Securities ex Financials ETF 316.112 26,21 38.253 81,80
2025-06-27 NP SPFF - Global X SuperIncome Preferred ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.525 2.284
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 30.945 6,95 4 50,00
2025-08-07 13F Allworth Financial LP 227 27
2025-08-14 13F Fmr Llc 1.442.194 40,11 174.950 102,39
2025-08-06 13F Commonwealth Equity Services, Llc 22.502 184,94 3
2025-08-01 13F Vision Financial Markets Llc 357 2,00 43 48,28
2025-08-13 13F Crcm Lp 22.784 44,68 2.757 108,55
2025-08-14 13F Raymond James Financial Inc 219 27
2025-08-08 13F Creative Planning 2.596 314
2025-08-13 13F Advent Capital Management /de/ 39.818 11,17 4.818 60,76
2025-08-28 NP CWB - SPDR(R) Bloomberg Barclays Convertible Securities ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144.000 37,14 17.425 97,54
2025-08-11 13F Independent Advisor Alliance 1.879 227
2025-08-12 13F Steward Partners Investment Advisory, Llc 19.225 168,51 2.326 287,02
2025-05-27 NP GFSYX - Strategic Alternatives Fund Institutional 228
2025-08-12 13F LPL Financial LLC 211.576 455,49 25.603 700,31
Other Listings
DE:MIG
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista