Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Strategy Inc - Preferred Stock include
PFF - iShares Preferred and Income Securities ETF,
PFXF - VanEck Vectors Preferred Securities ex Financials ETF,
EBABX - Eaton Vance Core Plus Bond Fund Class A,
John Hancock Tax-advantaged Dividend Income Fund,
John Hancock Preferred Income Fund Iii,
John Hancock Preferred Income Fund,
John Hancock Preferred Income Fund Ii,
John Hancock Investors Trust,
Wesbanco Bank Inc,
JAEMX - High Yield Trust NAV,
FSDIX - Fidelity Strategic Dividend & Income Fund,
TIME - Clockwise Core Equity & Innovation ETF,
JIAFX - Income Allocation Fund Class A,
JHPI - John Hancock Preferred Income ETF,
Coston, McIsaac & Partners,
FPFD - Fidelity Preferred Securities & Income ETF,
and
PFFA - Virtus InfraCap U.S. Preferred Stock ETF
.
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 (%) |
2025-07-07 |
13F |
Wesbanco Bank Inc
|
|
|
|
13,800 |
|
1,561 |
|
|
2025-08-21 |
NP |
PFXF - VanEck Vectors Preferred Securities ex Financials ETF
|
|
|
|
263,393 |
|
29,803 |
|
|
2025-06-26 |
NP |
John Hancock Investors Trust
|
|
|
|
15,700 |
|
1,439 |
|
|
2025-08-22 |
NP |
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
413,900 |
137.06 |
46,862 |
188.61 |
|
2025-07-29 |
NP |
TIME - Clockwise Core Equity & Innovation ETF
|
|
|
|
4,200 |
|
435 |
|
|
2025-08-12 |
13F |
Coston, McIsaac & Partners
|
|
|
|
1,096 |
|
0 |
|
|
2025-07-24 |
NP |
FPFD - Fidelity Preferred Securities & Income ETF
|
|
|
|
700 |
|
72 |
|
|
2025-07-29 |
NP |
JIAFX - Income Allocation Fund Class A
|
|
|
|
3,100 |
|
321 |
|
|
2025-06-26 |
NP |
John Hancock Preferred Income Fund Ii
|
|
|
|
23,700 |
|
2,172 |
|
|
2025-06-26 |
NP |
JHPI - John Hancock Preferred Income ETF
|
|
|
|
2,500 |
|
229 |
|
|
2025-06-25 |
NP |
PFFA - Virtus InfraCap U.S. Preferred Stock ETF
|
|
|
|
342 |
|
31 |
|
|
2025-05-29 |
NP |
JAEMX - High Yield Trust NAV
|
|
|
|
12,800 |
|
1,190 |
|
|
2025-06-26 |
NP |
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
55,900 |
|
5,123 |
|
|
2025-08-26 |
NP |
PFF - iShares Preferred and Income Securities ETF
|
|
|
|
685,455 |
|
77,559 |
|
|
2025-07-24 |
NP |
FSDIX - Fidelity Strategic Dividend & Income Fund
|
|
|
|
9,200 |
|
951 |
|
|
2025-05-19 |
NP |
EBABX - Eaton Vance Core Plus Bond Fund Class A
|
|
|
|
67,255 |
|
6,255 |
|
|
2025-06-26 |
NP |
John Hancock Preferred Income Fund Iii
|
|
|
|
31,400 |
|
2,878 |
|
|
2025-06-26 |
NP |
John Hancock Preferred Income Fund
|
|
|
|
29,400 |
|
2,695 |
|
|