Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Strategy Inc - Preferred Stock include
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A,
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A,
LMCMX - Miller Income Fund Class IS,
AHIVX - High Income Fund Investor Class,
EBABX - Eaton Vance Core Plus Bond Fund Class A,
QHI2Q - High Income Portfolio Initial Class,
PFXF - VanEck Vectors Preferred Securities ex Financials ETF,
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class,
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a),
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2,
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2,
and
Fidelity Multi-Strategy Credit Fund
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-08-25 |
NP |
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
2,666,900 |
|
239,354 |
|
|
2025-08-27 |
NP |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2
|
|
|
|
400 |
|
36 |
|
|
2025-08-21 |
NP |
PFXF - VanEck Vectors Preferred Securities ex Financials ETF
|
|
|
|
14,100 |
|
1,265 |
|
|
2025-08-22 |
NP |
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
128,900 |
|
11,485 |
|
|
2025-08-28 |
NP |
AHIVX - High Income Fund Investor Class
|
|
|
|
24,400 |
|
2,190 |
|
|
2025-08-27 |
NP |
EBABX - Eaton Vance Core Plus Bond Fund Class A
|
|
|
|
20,000 |
|
1,795 |
|
|
2025-08-29 |
NP |
LMCMX - Miller Income Fund Class IS
|
|
|
|
30,000 |
|
2,692 |
|
|
2025-08-27 |
NP |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
2,000 |
|
180 |
|
|
2025-08-27 |
NP |
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a)
|
|
|
|
2,300 |
|
206 |
|
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class
|
|
|
|
3,100 |
|
278 |
|
|
2025-08-22 |
NP |
QHI2Q - High Income Portfolio Initial Class
|
|
|
|
18,400 |
|
1,639 |
|
|
2025-08-22 |
NP |
Fidelity Multi-Strategy Credit Fund
|
|
|
|
400 |
|
36 |
|
|
2025-08-26 |
NP |
NMHYX - Multi-manager High Yield Opportunity Fund
|
|
|
|
|
|
63 |
|
|