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 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.68K+ 551.42% |
$84.2K - $95.6K
|
4.35K
$94.5K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.39K+ 4.1% |
$77.5K - $88.1K
|
86.1K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.31K+ 123.15% |
$75.7K - $86K
|
6K
$130K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.05K+ 26.18% |
$69.7K - $79.2K
|
14.7K
$319K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.88K+ 958.67% |
$65.8K - $74.8K
|
3.18K
$69.1K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.54K+ 12.47% |
$58.2K - $66.1K
|
22.9K
$499K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 1.94% |
$51.4K - $58.4K
|
118K
$2.57M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.18KNew |
$50K - $56.8K
|
2.18K
$47.5K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.08KNew |
$47.5K - $54K
|
2.08K
$45.1K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2K+ 15.85% |
$45.8K - $52K
|
14.6K
$318K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2KNew |
$45.8K - $52K
|
2K
$43.5K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96K+ 10.35% |
$44.8K - $50.9K
|
20.9K
$454K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.87K+ 13.13% |
$42.7K - $48.5K
|
16.1K
$350K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.84K+ 10.35% |
$42.2K - $47.9K
|
19.7K
$428K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.79K+ 13.79% |
$41K - $46.6K
|
14.8K
$322K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 17.0% |
$40.7K - $46.3K
|
12.2K
$266K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 4.43% |
$37.7K - $42.8K
|
38.8K
$844K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.42K+ 2.76% |
$32.4K - $36.8K
|
52.7K
$1.15M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.4KNew |
$32K - $36.3K
|
1.4K
$30.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1.39K+ 5.73% |
$31.7K - $36K
|
25.6K
$556K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.29K+ 9.87% |
$29.5K - $33.5K
|
14.4K
$312K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.15K+ 261.36% |
$26.3K - $29.9K
|
1.59K
$34.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.12K+ 7.98% |
$25.6K - $29K
|
15.1K
$329K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.1K+ 1.24% |
$25.2K - $28.7K
|
89.7K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
852+ 6.85% |
$19.5K - $22.2K
|
13.3K
$289K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
803+ 12.62% |
$18.4K - $20.9K
|
7.17K
$156K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
700New |
$16K - $18.2K
|
700
$15.2K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
692+ 5.32% |
$15.8K - $18K
|
13.7K
$298K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
611+ 6.64% |
$14K - $15.9K
|
9.82K
$213K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
602+ 2.57% |
$13.8K - $15.7K
|
24K
$523K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
600New |
$13.7K - $15.6K
|
600
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
510New |
$11.7K - $13.3K
|
510
$11.1K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
500New |
$11.4K - $13K
|
500
$10.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
500New |
$11.4K - $13K
|
500
$10.9K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
417+ 1.56% |
$9.54K - $10.8K
|
27.1K
$589K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
415+ 10.01% |
$9.5K - $10.8K
|
4.56K
$99.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
411New |
$9.4K - $10.7K
|
411
$8.94K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
312+ 0.62% |
$7.14K - $8.11K
|
50.6K
$1.1M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
300+ 3.7% |
$6.86K - $7.8K
|
8.4K
$183K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 30.0% |
$6.86K - $7.8K
|
1.3K
$28.3K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 20.2% |
$2.31K - $2.63K
|
601
$13.1K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 5.0% |
$2.29K - $2.6K
|
2.1K
$45.7K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
100New |
$2.29K - $2.6K
|
100
$2.18K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
97+ 0.55% |
$2.22K - $2.52K
|
17.7K
$386K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77+ 0.51% |
$1.76K - $2K
|
15.1K
$329K
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
53+ 0.31% |
$1.21K - $1.38K
|
17.1K
$373K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$915 - $1.04K
|
40
$870
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 39.0% |
$892 - $1.01K
|
139
$3.02K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
26+ 0.12% |
$595 - $676
|
22.2K
$482K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.14% |
$275 - $312
|
1.07K
$23.2K
|