Purchases and Sales Made in Q2 2022 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
154K+ 69.83% |
$3.07M - $3.73M
|
374K
$8.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43.1KNew |
$860K - $1.04M
|
43.1K
$938K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42.6K+ 59.05% |
$849K - $1.03M
|
115K
$2.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.5KNew |
$807K - $979K
|
40.5K
$880K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20.1K+ 16.62% |
$400K - $486K
|
141K
$3.06M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.8KNew |
$314K - $381K
|
15.8K
$343K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 4.52% |
$299K - $363K
|
347K
$7.55M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$281K - $341K
|
14.1K
$306K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14K+ 58.27% |
$279K - $338K
|
38K
$826K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 55.14% |
$252K - $306K
|
35.6K
$774K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12K+ 9.19% |
$239K - $290K
|
142K
$3.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.2KNew |
$203K - $247K
|
10.2K
$222K
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.99KNew |
$199K - $242K
|
9.99K
$217K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.03K+ 19.45% |
$160K - $194K
|
49.3K
$1.07M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
6.27K+ 63.92% |
$125K - $152K
|
16.1K
$350K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.89K+ 59.29% |
$117K - $142K
|
15.8K
$344K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.38K+ 19.79% |
$107K - $130K
|
32.6K
$708K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 150.73% |
$53.3K - $64.7K
|
4.44K
$96.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.6KNew |
$51.8K - $62.9K
|
2.6K
$56.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.43K+ 11.1% |
$48.4K - $58.8K
|
24.3K
$529K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.37K+ 12.04% |
$47.2K - $57.3K
|
22K
$479K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2.31K+ 8.53% |
$46.1K - $55.9K
|
29.4K
$639K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22K+ 25.37% |
$44.3K - $53.8K
|
11K
$239K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11K+ 350.42% |
$42K - $51K
|
2.71K
$58.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11K+ 350.42% |
$42K - $51K
|
2.71K
$58.9K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.04K+ 20.14% |
$40.6K - $49.3K
|
12.1K
$264K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.79K+ 1.19% |
$35.7K - $43.3K
|
152K
$3.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.79K+ 0.99% |
$35.6K - $43.2K
|
183K
$3.98M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.64K+ 3.25% |
$32.8K - $39.8K
|
52.2K
$1.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.35K+ 4.44% |
$26.8K - $32.6K
|
31.7K
$689K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1K+ 18.35% |
$21.9K - $26.6K
|
7.1K
$154K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 10.23% |
$19.9K - $24.2K
|
10.8K
$234K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
830+ 1.61% |
$16.6K - $20.1K
|
52.3K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
698+ 1.17% |
$13.9K - $16.9K
|
60.3K
$1.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
610+ 0.11% |
$12.2K - $14.8K
|
537K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
519+ 1.09% |
$10.3K - $12.6K
|
48K
$1.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$9.97K - $12.1K
|
500
$10.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
461+ 331.65% |
$9.19K - $11.2K
|
600
$13.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
451New |
$8.99K - $10.9K
|
451
$9.81K
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
450+ 1.81% |
$8.97K - $10.9K
|
25.3K
$550K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
440+ 31.47% |
$8.77K - $10.7K
|
1.84K
$40K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
436+ 85.49% |
$8.69K - $10.6K
|
946
$20.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 12.9% |
$7.98K - $9.68K
|
3.5K
$76.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
259New |
$5.16K - $6.27K
|
259
$5.63K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$3.99K - $4.84K
|
200
$4.35K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
108+ 0.71% |
$2.15K - $2.61K
|
15.2K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100+ 0.12% |
$1.99K - $2.42K
|
86.1K
$1.87M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
96+ 2.78% |
$1.91K - $2.32K
|
3.55K
$77.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
65+ 0.19% |
$1.3K - $1.57K
|
34.4K
$749K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
54+ 0.32% |
$1.08K - $1.31K
|
17.2K
$374K
|