Free Trial

Strategy Shares NASDAQ 7 HANDL ETF (HNDL) Institutional Ownership

→ Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad)
Free HNDL Stock Alerts
$20.85
-0.09 (-0.43%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Strategy Shares NASDAQ 7 HANDL ETF (NASDAQ:HNDL)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$32.94M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$23.21M
Get HNDL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Strategy Shares NASDAQ 7 HANDL ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HNDL Institutional Buying and Selling by Quarter

Strategy Shares NASDAQ 7 HANDL ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Avantax Advisory Services Inc.38,162$809K0.0%+3.6%0.095%
5/7/2024 WNY Asset Management LLC26,419$560K0.1%-9.4%0.066%
5/6/2024 Kades & Cheifetz LLC431,236$9.15M5.9%+94.2%1.079%
5/6/2024 Advisory Alpha LLC13,872$294K0.0%+6.0%0.035%
5/3/2024 Larson Financial Group LLC31,925$677K0.1%+27.4%0.080%
4/30/2024 Private Advisor Group LLC96,182$2.04M0.0%+14.3%0.239%
4/30/2024 J.W. Cole Advisors Inc.21,901$465K0.0%-4.2%0.054%
4/30/2024 Beam Wealth Advisors Inc.38,302$812K0.5%-6.7%0.095%
4/30/2024Commonwealth Equity Services LLC68,517$1.45M0.0%-15.5%0.170%
4/24/2024 Newbridge Financial Services Group Inc.17,089$362K0.2%+201.7%0.042%
4/24/2024 Spire Wealth Management101,733$2.16M0.1%+0.9%0.251%
4/23/2024 Global Retirement Partners LLC6,960$148K0.0%-15.0%0.017%
4/22/2024 Strategic Financial Concepts LLC9,490$201K0.0%N/A0.023%
4/22/2024 PFG Investments LLC14,250$302K0.0%N/A0.035%
4/19/2024 Accel Wealth Management47,649$1.01M0.4%-3.6%0.118%
4/15/2024 Wealthcare Advisory Partners LLC14,042$298K0.0%+6.0%0.035%
4/15/2024 Key Client Fiduciary Advisors LLC18,029$382K0.2%+9.9%0.044%
4/11/2024 RFG Advisory LLC86,014$1.82M0.1%+1.6%0.211%
4/11/2024 Cadent Capital Advisors LLC39,386$835K0.3%-6.5%0.097%
3/28/2024 Newbridge Financial Services Group Inc.5,664$117K0.1%-27.8%0.013%
3/22/2024 PNC Financial Services Group Inc.2,147$44K0.0%-29.9%0.005%
2/26/2024Virtu Financial LLC28,275$585K0.0%+25.4%0.066%
2/14/2024 Asset Allocation Strategies LLC39,943$826K0.3%-87.5%0.094%
2/12/2024Focus Financial Network Inc. ADV21,467$444K0.0%N/A0.050%
2/9/2024 Advisory Services Network LLC9,253$191K0.0%N/A0.022%
2/9/2024 Balboa Wealth Partners14,275$295K0.1%-20.7%0.033%
2/7/2024 Avantax Advisory Services Inc.36,830$762K0.0%-1.5%0.086%
2/7/2024 NBC Securities Inc.6,985$144K0.0%-8.6%0.016%
2/7/2024 Berger Financial Group Inc304,684$6.30M0.7%-6.3%0.714%
2/6/2024 Lincoln National Corp14,024$290K0.0%-3.8%0.033%
2/6/2024 Private Advisor Group LLC84,175$1.74M0.0%+11.4%0.197%
2/6/2024 Wealthcare Advisory Partners LLC13,244$274K0.0%N/A0.031%
2/6/2024 Spire Wealth Management100,862$2.07M0.1%+1.7%0.236%
2/2/2024 Truist Financial Corp10,002$207K0.0%N/A0.023%
2/2/2024 Atria Wealth Solutions Inc.78,167$1.62M0.0%-1.9%0.182%
2/1/2024 Larson Financial Group LLC25,065$518K0.0%+64.2%0.058%
2/1/2024 CWM LLC19,096$395K0.0%-4.5%0.045%
1/31/2024 J.W. Cole Advisors Inc.22,853$473K0.0%+2.3%0.053%
1/31/2024 Beam Wealth Advisors Inc.41,049$849K0.5%-5.3%0.096%
1/30/2024 Kades & Cheifetz LLC222,053$4.59M3.3%+40.1%0.518%
Elon to Transform U.S. Economy? (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
1/29/2024 Koshinski Asset Management Inc.12,650$262K0.0%N/A0.029%
1/29/2024 OxenFree Capital LLC41,325$855K0.9%N/A0.096%
1/25/2024 RFG Advisory LLC84,682$1.75M0.1%+12.8%0.197%
1/25/2024 International Assets Investment Management LLC183,866$3.80M0.0%+1,464.3%0.428%
1/24/2024 Allworth Financial LP203,837$4.22M0.0%-1.6%0.474%
1/24/2024 International Assets Investment Management LLC183,866$3.80M0.0%+1,464.3%0.428%
1/24/2024 O ROURKE & COMPANY Inc11,554$239K0.2%-10.3%0.027%
1/23/2024 Householder Group Estate & Retirement Specialist LLC10,081$208K0.1%-18.0%0.023%
1/19/2024 AdvisorNet Financial Inc3,283$68K0.0%-60.8%0.008%
1/19/2024 Realta Investment Advisors25,525$528K0.1%-3.1%0.059%
1/19/2024 Patriot Financial Group Insurance Agency LLC15,668$324K0.1%-24.7%0.036%
1/18/2024 Accel Wealth Management49,452$1.02M0.5%-36.6%0.114%
1/16/2024 Kingswood Wealth Advisors LLC18,600$385K0.0%N/A0.043%
1/12/2024 Clearview Wealth Advisors LLC13,167$272K0.3%-15.8%0.030%
1/11/2024 Ausdal Financial Partners Inc.14,025$290K0.0%-35.4%0.032%
1/11/2024 Dynamic Advisor Solutions LLC17,534$358K0.0%-12.5%0.040%
11/17/2023 Asset Allocation Strategies LLC319,901$6.11M2.8%+4.8%0.681%
11/16/2023Harbour Investments Inc.194,223$3.71M0.2%+2.4%0.413%
11/15/2023 Key Client Fiduciary Advisors LLC16,194$309K0.2%-5.9%0.034%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors401,689$7.68M1.8%-2.4%0.855%
11/13/2023 LPL Financial LLC945,928$18.08M0.0%-6.1%2.013%
11/13/2023 PNC Financial Services Group Inc.3,062$59K0.0%-32.9%0.007%
11/8/2023 Aptus Capital Advisors LLC21,621$413K0.0%+25.8%0.046%
11/8/2023 Ausdal Financial Partners Inc.21,727$415K0.1%-16.6%0.046%
11/8/2023 HighTower Advisors LLC35,500$678K0.0%N/A0.076%
11/8/2023 Spire Wealth Management99,179$1.90M0.1%N/A0.211%
11/8/2023 Western Wealth Management LLC14,647$280K0.0%+13.5%0.031%
11/8/2023 Avantax Advisory Services Inc.37,407$715K0.0%-8.5%0.080%
11/8/2023 Strategic Financial Concepts LLC10,384$198K0.1%N/A0.022%
11/4/2023 NBC Securities Inc.7,644$146K0.0%N/A0.016%
11/3/2023 Berger Financial Group Inc325,091$6.21M0.7%-4.9%0.692%
11/3/2023 Larson Financial Group LLC15,265$292K0.0%+2,953.0%0.032%
11/3/2023 Private Advisor Group LLC75,536$1.44M0.0%-1.3%0.161%
11/2/2023 Your Advocates Ltd. LLP7,453$142K0.1%N/A0.016%
10/31/2023 Allworth Financial LP207,150$3.96M0.0%-3.1%0.440%
10/30/2023 Kades & Cheifetz LLC158,524$3.03M2.4%+105.3%0.337%
10/30/2023 Clearview Wealth Advisors LLC15,636$299K0.4%-8.5%0.033%
10/25/2023 BluePath Capital Management LLC2,000$38K0.0%N/A0.004%
10/24/2023 J.W. Cole Advisors Inc.22,350$427K0.0%-7.4%0.047%
10/23/2023 Balboa Wealth Partners17,990$344K0.1%-7.3%0.038%
10/23/2023Commonwealth Equity Services LLC83,628$1.60M0.0%-11.3%0.177%
10/20/2023 Accel Wealth Management77,942$1.49M0.8%-7.1%0.165%
10/19/2023 Patriot Financial Group Insurance Agency LLC20,806$398K0.1%-10.6%0.044%
10/18/2023 Advisory Alpha LLC13,166$252K0.0%-36.3%0.028%
10/17/2023 Newbridge Financial Services Group Inc.7,840$150K0.1%+45.9%0.016%
10/16/2023 RFG Advisory LLC75,048$1.43M0.1%+21.0%0.158%
10/13/2023 Institute for Wealth Management LLC.11,884$227K0.0%-9.6%0.025%
10/11/2023 AE Wealth Management LLC48,375$924K0.0%-12.8%0.100%
10/11/2023 CWM LLC19,998$382K0.0%+9.0%0.041%
10/11/2023 Dynamic Advisor Solutions LLC20,034$383K0.0%-18.2%0.042%
A letter is coming from the "Bureau of the Fiscal Service". (Ad)

Is your bank next? A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast.

See if your bank is involved right here.
10/10/2023 Householder Group Estate & Retirement Specialist LLC12,300$235K0.1%N/A0.026%
8/30/2023 Western Wealth Management LLC12,904$262K0.0%+8.3%0.026%
8/15/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors411,390$8.36M2.0%+7.2%0.817%
8/10/2023 Osaic Holdings Inc.378,207$7.67M0.0%-26.8%0.751%
8/10/2023Commonwealth Equity Services LLC94,233$1.92M0.0%-28.2%0.187%
8/10/2023 Private Advisor Group LLC76,555$1.58M0.0%-6.8%0.152%
8/10/2023 Berger Financial Group Inc341,991$6.95M0.8%-16.7%0.679%
8/10/2023 Cetera Advisors LLC145,052$2.95M0.0%+0.9%0.288%
8/10/2023 Cetera Advisor Networks LLC37,928$771K0.0%-17.3%0.075%
8/10/2023 Cetera Investment Advisers65,863$1.34M0.0%-15.7%0.131%
(Data available from 1/1/2016 forward)

HNDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HNDL shares?

During the previous two years, 108 institutional investors and hedge funds held shares of Strategy Shares NASDAQ 7 HANDL ETF. The most heavily invested institutionals were LPL Financial LLC ($18.08M), Advisor Group Holdings Inc. ($10.92M), Kades & Cheifetz LLC ($9.15M), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($7.68M), Osaic Holdings Inc. ($7.67M), Berger Financial Group Inc ($6.30M), and Allworth Financial LP ($4.22M).Learn more on HNDL's institutional investors.

Which institutional investors have been buying Strategy Shares NASDAQ 7 HANDL ETF stock?

Of the 80 institutional investors that purchased Strategy Shares NASDAQ 7 HANDL ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kades & Cheifetz LLC ($431.24K), Asset Allocation Strategies LLC ($408.21K), International Assets Investment Management LLC ($359.18K), Allworth Financial LP ($213.28K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($195.91K), Advisor Group Holdings Inc. ($119.60K), and Retireful LLC ($119.59K).

How much institutional buying is happening at Strategy Shares NASDAQ 7 HANDL ETF?

Institutional investors have bought a total of 2,869,744 shares in the last 24 months. This purchase volume represents approximately $82.77M in transactions.

Which Strategy Shares NASDAQ 7 HANDL ETF major shareholders have been selling company stock?

Of the 69 institutional investors that sold Strategy Shares NASDAQ 7 HANDL ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Asset Allocation Strategies LLC ($582.69K), LPL Financial LLC ($332.05K), Berger Financial Group Inc ($232.37K), Osaic Holdings Inc. ($138.67K), Atria Wealth Solutions Inc. ($138.40K), Commonwealth Equity Services LLC ($111.83K), and AE Wealth Management LLC ($95.01K).

How much institutional selling is happening at Strategy Shares NASDAQ 7 HANDL ETF?

Institutional investors have sold a total of 2,695,753 shares in the last 24 months. This volume of shares sold represents approximately $85.02M in transactions.


Related Companies:
This page (NASDAQ:HNDL) was last updated on 5/18/2024 by MarketBeat.com Staff

From Our Partners
[FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Make this ONE trade on Tuesday at 2 p.m. EST!
Monument Traders Alliance
The Presidential candidate you should REALLY be worried about
Stansberry Research
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
What’s Really Next for America…
Porter & Company
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.”
InvestorPlace