Purchases and Sales Made in Q3 2021 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 43.97% |
$6.03M - $6.27M
|
792K
$17.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
120K+ 52.02% |
$3M - $3.13M
|
352K
$7.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101K+ 51.76% |
$2.52M - $2.62M
|
296K
$6.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.1K+ 39.68% |
$1.8M - $1.87M
|
254K
$5.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
57.1K+ 111.4% |
$1.42M - $1.48M
|
108K
$2.35M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.5K+ 61.01% |
$1.04M - $1.08M
|
110K
$2.38M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
41.1K+ 347.3% |
$1.02M - $1.07M
|
52.9K
$1.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
29.3K+ 260.31% |
$730K - $759K
|
40.5K
$878K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.7K+ 182.31% |
$715K - $743K
|
44.4K
$963K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
28.6K+ 77.45% |
$713K - $741K
|
65.5K
$1.42M
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
27.2K+ 227.87% |
$679K - $706K
|
39.2K
$849K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$538K - $559K
|
21.6K
$468K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.5KNew |
$535K - $557K
|
21.5K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.5K+ 134.27% |
$511K - $532K
|
35.8K
$776K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.2K+ 227.34% |
$504K - $524K
|
29.1K
$631K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.1K+ 105.08% |
$500K - $520K
|
39.1K
$849K
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
19.4KNew |
$485K - $504K
|
19.4K
$421K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.1K+ 36.96% |
$476K - $495K
|
70.7K
$1.53M
|
|
|
Mar 17, 2022
Q3 2021
|
Retirement Solution Inc.
|
BUY
|
- |
18.6KNew |
$465K - $484K
|
18.6K
$404K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18K+ 77.1% |
$448K - $466K
|
41.3K
$895K
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
13.8KNew |
$345K - $359K
|
13.8K
$300K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.4KNew |
$310K - $322K
|
12.4K
$269K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
12.1K+ 78.91% |
$301K - $313K
|
27.3K
$593K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 34.01% |
$279K - $290K
|
44K
$955K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1KNew |
$277K - $289K
|
11.1K
$241K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 85.72% |
$276K - $287K
|
24K
$520K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$262K - $273K
|
10.5K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.82KNew |
$245K - $255K
|
9.82K
$213K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.6K+ 20.84% |
$239K - $249K
|
55.6K
$1.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.37K+ 8.83% |
$234K - $243K
|
115K
$2.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
8.15KNew |
$203K - $211K
|
8.15K
$177K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.07K+ 38.38% |
$201K - $209K
|
29.1K
$631K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.63K+ 14.95% |
$140K - $146K
|
43.3K
$938K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.95K+ 49.5% |
$123K - $128K
|
15K
$324K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.8K+ 16.14% |
$120K - $124K
|
34.5K
$749K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.89K+ 10.81% |
$96.9K - $101K
|
39.8K
$864K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.12K+ 48.02% |
$77.8K - $81K
|
9.62K
$209K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.8K+ 18.94% |
$69.9K - $72.7K
|
17.6K
$381K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.63K+ 23.48% |
$65.5K - $68.1K
|
13.8K
$299K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.61K+ 3.25% |
$65K - $67.7K
|
82.8K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.33K+ 20.5% |
$58K - $60.4K
|
13.7K
$297K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.32K+ 51.08% |
$57.9K - $60.3K
|
6.87K
$149K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.95K+ 13.15% |
$48.6K - $50.6K
|
16.8K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.53K+ 14.03% |
$38K - $39.6K
|
12.4K
$269K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5KNew |
$37.4K - $38.9K
|
1.5K
$32.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.48K+ 11.84% |
$36.9K - $38.3K
|
14K
$303K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.48K+ 2.79% |
$36.9K - $38.3K
|
54.5K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.45K+ 34.35% |
$36.1K - $37.5K
|
5.66K
$123K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 11.78% |
$29.6K - $30.8K
|
11.3K
$245K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 3.31% |
$26.7K - $27.7K
|
33.4K
$723K
|