Purchases and Sales Made in Q3 2022 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
82.7KNew |
$1.58M - $1.87M
|
82.7K
$1.8M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
71.6KNew |
$1.37M - $1.62M
|
71.6K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.2KNew |
$1.09M - $1.29M
|
57.2K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.8KNew |
$837K - $988K
|
43.8K
$952K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40KNew |
$765K - $903K
|
40K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
30.3KNew |
$579K - $684K
|
30.3K
$659K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
23.4KNew |
$448K - $529K
|
23.4K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.2K+ 40.87% |
$385K - $455K
|
69.5K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.3KNew |
$293K - $346K
|
15.3K
$333K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15K+ 47.3% |
$286K - $338K
|
46.6K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 3.93% |
$261K - $308K
|
361K
$7.84M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
11KNew |
$210K - $248K
|
11K
$239K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.7K+ 97.15% |
$185K - $219K
|
19.7K
$428K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.5K+ 1250.0% |
$143K - $169K
|
8.1K
$176K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.65K+ 1.78% |
$127K - $150K
|
381K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.17K+ 227.96% |
$118K - $139K
|
8.88K
$193K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.81KNew |
$92K - $109K
|
4.81K
$105K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.18K+ 2.75% |
$79.9K - $94.4K
|
156K
$3.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4KNew |
$76.5K - $90.3K
|
4K
$87K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.32K+ 2.34% |
$63.5K - $74.9K
|
145K
$3.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.1K+ 6.44% |
$59.2K - $69.9K
|
51.1K
$1.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.35K+ 10.69% |
$45K - $53.2K
|
24.4K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.35K+ 23.04% |
$44.9K - $53.1K
|
12.6K
$273K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13K+ 283.87% |
$40.7K - $48.1K
|
2.88K
$62.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.64K+ 4.3% |
$31.3K - $37K
|
39.8K
$865K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.43KNew |
$27.4K - $32.4K
|
1.43K
$31.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 4.22% |
$26.3K - $31K
|
33.9K
$738K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
983+ 36.06% |
$18.8K - $22.2K
|
3.71K
$80.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
964New |
$18.4K - $21.8K
|
964
$21K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
878New |
$16.8K - $19.8K
|
878
$19.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
823+ 2.39% |
$15.7K - $18.6K
|
35.2K
$767K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
789+ 0.91% |
$15.1K - $17.8K
|
88K
$1.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
779New |
$14.9K - $17.6K
|
779
$16.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
725+ 3.05% |
$13.9K - $16.4K
|
24.5K
$533K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
659New |
$12.6K - $14.9K
|
659
$14.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
638New |
$12.2K - $14.4K
|
638
$13.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
611+ 12.28% |
$11.7K - $13.8K
|
5.59K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$7.65K - $9.03K
|
400
$8.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
370+ 0.71% |
$7.07K - $8.35K
|
52.6K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
359+ 2.96% |
$6.86K - $8.11K
|
12.5K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
300+ 2.73% |
$5.74K - $6.77K
|
11.3K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
280+ 15.23% |
$5.35K - $6.32K
|
2.12K
$46.1K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
269+ 2.26% |
$5.14K - $6.07K
|
12.2K
$265K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
226+ 1.53% |
$4.32K - $5.1K
|
15K
$327K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
186+ 1.16% |
$3.56K - $4.2K
|
16.3K
$354K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
171+ 4.22% |
$3.27K - $3.86K
|
4.22K
$91.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
103+ 0.65% |
$1.97K - $2.33K
|
15.9K
$345K
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$765 - $903
|
40
$870
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 1.3% |
$268 - $316
|
1.09K
$23.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9New |
$172 - $203
|
9
$196
|