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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-861- 1.84% |
$17.8K - $18.8K
|
46.1K
$977K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-861- 8.26% |
$17.8K - $18.8K
|
9.56K
$203K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.01K- 77.13% |
$20.9K - $22.1K
|
300
$6.36K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.55K- 13.79% |
$32.1K - $33.8K
|
9.69K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 3.02% |
$33.3K - $35.1K
|
51.7K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 5.42% |
$39.9K - $42K
|
33.6K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.37K- 4.88% |
$49K - $51.6K
|
46.1K
$978K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.91K- 21.69% |
$60.2K - $63.4K
|
10.5K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.98K- 4.4% |
$61.6K - $64.9K
|
64.7K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.5K- 36.97% |
$135K - $142K
|
11.1K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.81K- 6.41% |
$141K - $148K
|
99.4K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.95K- 5.92% |
$165K - $173K
|
126K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9.97K- 42.29% |
$206K - $217K
|
13.6K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-13.7K- 36.9% |
$283K - $298K
|
23.4K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.4K- 3.38% |
$319K - $336K
|
440K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-19.4K- 15.27% |
$402K - $424K
|
108K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-25.7K- 49.61% |
$533K - $561K
|
26.1K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-72.4K- 9.16% |
$1.5M - $1.58M
|
717K
$15.2M
|