Purchases and Sales Made in Q1 2025 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.1KNew |
$375K - $395K
|
18.1K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.99K+ 99842.86% |
$145K - $152K
|
7K
$147K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 38.25% |
$68.2K - $71.9K
|
11.9K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.86K+ 12.77% |
$38.4K - $40.4K
|
16.4K
$344K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
278+ 1.68% |
$5.75K - $6.06K
|
16.9K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20+ 0.05% |
$414 - $436
|
37.9K
$797K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-231- 0.73% |
$4.78K - $5.04K
|
31.5K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-440- 4.28% |
$9.11K - $9.59K
|
9.84K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-632- 4.49% |
$13.1K - $13.8K
|
13.5K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.55K- 13.79% |
$32.1K - $33.8K
|
9.69K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 3.02% |
$33.3K - $35.1K
|
51.7K
$1.08M
|