Purchases and Sales Made in Q2 2025 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
64.8KNew |
$1.24M - $1.4M
|
64.8K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
63.7KNew |
$1.22M - $1.38M
|
63.7K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.5K+ 8.01% |
$1.1M - $1.24M
|
775K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2K+ 51.47% |
$311K - $350K
|
47.6K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.2KNew |
$293K - $330K
|
15.2K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3KNew |
$274K - $309K
|
14.3K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$254K - $287K
|
13.2K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
12.9KNew |
$248K - $280K
|
12.9K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$202K - $228K
|
10.5K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10.1KNew |
$194K - $219K
|
10.1K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.31KNew |
$179K - $202K
|
9.31K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.29KNew |
$178K - $201K
|
9.29K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8.33K+ 19.13% |
$160K - $180K
|
51.9K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.92KNew |
$152K - $172K
|
7.92K
$177K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.92K+ 11.95% |
$133K - $150K
|
64.8K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.83K+ 50.56% |
$92.8K - $105K
|
14.4K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.6K+ 27.27% |
$69.1K - $78K
|
16.8K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.97KNew |
$56.9K - $64.2K
|
2.97K
$66.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.57K+ 0.69% |
$49.4K - $55.8K
|
377K
$8.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.15K+ 5.66% |
$41.2K - $46.5K
|
40.1K
$896K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.01K+ 4.15% |
$38.6K - $43.5K
|
50.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.47KNew |
$28.2K - $31.8K
|
1.47K
$32.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 1200.0% |
$23K - $26K
|
1.3K
$29K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
782New |
$15K - $16.9K
|
782
$17.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
677+ 11.23% |
$13K - $14.7K
|
6.7K
$150K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
600+ 200.0% |
$11.5K - $13K
|
900
$20.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
357+ 0.69% |
$6.85K - $7.73K
|
52K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
298New |
$5.72K - $6.45K
|
298
$6.66K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
285+ 1.69% |
$5.47K - $6.17K
|
17.2K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
197+ 0.2% |
$3.78K - $4.27K
|
99.6K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
134+ 1218.18% |
$2.57K - $2.9K
|
145
$3.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
77+ 33.19% |
$1.48K - $1.67K
|
309
$6.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 0.26% |
$902 - $1.02K
|
18.2K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44+ 0.33% |
$845 - $953
|
13.5K
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39New |
$749 - $845
|
39
$871
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
26+ 0.32% |
$499 - $563
|
8.19K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 10.1% |
$403 - $455
|
229
$5.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.17% |
$384 - $433
|
12.1K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20+ 0.09% |
$384 - $433
|
21.8K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11New |
$211 - $238
|
11
$246
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
9+ 1.83% |
$173 - $195
|
500
$11.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$57.6 - $65
|
3
$67
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.01% |
$38.4 - $43.3
|
14.8K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-22- 0.07% |
$422 - $477
|
31.5K
$703K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-81- 12.54% |
$1.56K - $1.75K
|
565
$12.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-140- 1.33% |
$2.69K - $3.03K
|
10.4K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-157- 1.32% |
$3.01K - $3.4K
|
11.8K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-402- 1.72% |
$7.72K - $8.71K
|
23K
$513K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-459- 4.14% |
$8.81K - $9.94K
|
10.6K
$237K
|