STRATEGY SHS's ticker is SSUS and the CUSIP is 86280R803.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,819,922 | +6.5% | 375,730 | +10.8% | 0.28% | +4.5% |
| Q2 2023 | $12,042,616 | +40.1% | 339,133 | +30.2% | 0.27% | +31.7% |
| Q1 2023 | $8,598,217 | +80.9% | 260,473 | +66.9% | 0.20% | +46.4% |
| Q4 2022 | $4,754,243 | +131.1% | 156,030 | +119.3% | 0.14% | +81.6% |
| Q3 2022 | $2,057,000 | – | 71,143 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Donald L. Hagan, LLC | 761,642 | $25,987,215 | 15.56% |
| ARQ WEALTH ADVISORS, LLC | 120,709 | $4,118,591 | 3.08% |
| Pacific Sage Partners, LLC | 283,091 | $9,659,065 | 2.91% |
| J2 Capital Management Inc | 65,071 | $2,220,223 | 2.81% |
| Prosperity Wealth Management, Inc. | 96,828 | $3,303,771 | 2.13% |
| SkyOak Wealth, LLC | 180,775 | $6,168,043 | 1.80% |
| Prospera Financial Services Inc | 823,860 | $28,109,890 | 1.09% |
| IHT Wealth Management, LLC | 541,403 | $18,472,659 | 0.94% |
| ROMAN BUTLER FULLERTON & CO | 52,146 | $1,795,925 | 0.85% |
| Prosperity Financial Group, Inc. | 27,543 | $939,750 | 0.78% |