Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Strategy Inc - Preferred Stock meliputi
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,
dan
Fiduciary Alliance LLC
.
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File |
Sumber |
Investor |
|
Ketik |
Presyo ng Avg (Silangan) |
Saham |
Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
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
|
|
|
|
411,809 |
41.76 |
49,956 |
104.77 |
|
2025-08-25 |
NP |
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
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 |
|