Purchases and Sales Made in Q1 2022 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q1 2022. The information is specifically focused on institutions that hold shares of STRATEGY SHS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
315KNew |
$7.21M - $8.2M
|
315K
$6.86M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
297K+ 117.12% |
$6.8M - $7.73M
|
551K
$12M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
294K+ 1899.32% |
$6.74M - $7.65M
|
310K
$6.74M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
210KNew |
$4.81M - $5.47M
|
210K
$4.58M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 19.08% |
$4.76M - $5.41M
|
1.3M
$28.2M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
110KNew |
$2.51M - $2.85M
|
110K
$2.39M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
86.6K+ 307.56% |
$1.98M - $2.25M
|
115K
$2.5M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59.2K+ 175.34% |
$1.36M - $1.54M
|
93K
$2.02M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
59.2K+ 12.4% |
$1.35M - $1.54M
|
536K
$11.7M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
47K+ 45.56% |
$1.07M - $1.22M
|
150K
$3.26M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.7K+ 54.04% |
$1.04M - $1.19M
|
130K
$2.83M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.4KNew |
$969K - $1.1M
|
42.4K
$921K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.5K+ 482.27% |
$881K - $1M
|
46.5K
$1.01M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36.5K+ 244.47% |
$836K - $950K
|
51.5K
$1.12M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.9K+ 11.74% |
$798K - $907K
|
332K
$7.22M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
29.5K+ 48.29% |
$674K - $766K
|
90.4K
$1.97M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
29.2K+ 15.27% |
$668K - $759K
|
220K
$4.79M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.2KNew |
$622K - $707K
|
27.2K
$591K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
27.1K+ 81.14% |
$620K - $704K
|
60.5K
$1.32M
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
24.8KNew |
$569K - $646K
|
24.8K
$540K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24.7KNew |
$565K - $642K
|
24.7K
$537K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.4K+ 11.98% |
$443K - $504K
|
181K
$3.94M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
19.1K+ 696.69% |
$438K - $497K
|
21.9K
$476K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.8K+ 107.78% |
$408K - $463K
|
34.4K
$747K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5K+ 5151.67% |
$354K - $402K
|
15.8K
$343K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 34.06% |
$347K - $394K
|
59.6K
$1.3M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14.6KNew |
$335K - $381K
|
14.6K
$318K
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.6KNew |
$335K - $380K
|
14.6K
$318K
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.6KNew |
$334K - $379K
|
14.6K
$317K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$273K - $310K
|
11.9K
$259K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.7KNew |
$267K - $303K
|
11.7K
$254K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.3KNew |
$259K - $295K
|
11.3K
$246K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$257K - $292K
|
11.2K
$244K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.8KNew |
$246K - $280K
|
10.8K
$234K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1KNew |
$231K - $263K
|
10.1K
$220K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
10KNew |
$229K - $260K
|
10K
$218K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.91K+ 8.94% |
$227K - $258K
|
121K
$2.63M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.77KNew |
$224K - $254K
|
9.77K
$213K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.74KNew |
$223K - $253K
|
9.74K
$212K
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.39K+ 15.08% |
$215K - $244K
|
71.7K
$1.56M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
9.37KNew |
$214K - $243K
|
9.37K
$204K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.05K+ 112.84% |
$207K - $235K
|
17.1K
$371K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9K+ 154.03% |
$206K - $234K
|
14.8K
$323K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
8.51KNew |
$195K - $221K
|
8.51K
$185K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.8K+ 28.71% |
$178K - $203K
|
34.9K
$760K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.59K+ 11.57% |
$174K - $197K
|
73.3K
$1.59M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.13KNew |
$117K - $133K
|
5.13K
$112K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.69K+ 18.3% |
$107K - $122K
|
30.3K
$660K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
4.29K+ 46.2% |
$98.2K - $112K
|
13.6K
$296K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.28KNew |
$97.9K - $111K
|
4.28K
$93.1K
|