Purchases and Sales Made in Q3 2023 in Strategy Shs (HNDL)

HNDL Quotes by TradingView

This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q3 2023. 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 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
196K
New
$3.74M - $4.05M
196K $4.27M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
99.2K
New
$1.89M - $2.05M
99.2K $2.16M
Oct 30, 2023 Q3 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
81.3K
+ 105.3%
$1.55M - $1.68M
159K $3.45M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
45.8K
+ 411.98%
$875K - $947K
57K $1.24M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
35.5K
New
$678K - $733K
35.5K $772K
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
24.1K
New
$461K - $499K
24.1K $525K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
23.6K
New
$451K - $488K
23.6K $514K
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
15.6K
+ 39.28%
$298K - $323K
55.3K $1.2M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
14.8K
+ 2953.0%
$282K - $305K
15.3K $332K
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
14.6K
+ 4.77%
$278K - $301K
320K $6.96M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
14.1K
+ 29.35%
$269K - $291K
62.2K $1.35M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
13K
+ 20.97%
$248K - $269K
75K $1.63M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
10.5K
New
$201K - $217K
10.5K $229K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
10.4K
New
$198K - $215K
10.4K $226K
Nov 14, 2023 Q3 2023
Virtu Financial LLC

New York, NY
BUY
 -
7.76K
+ 52.54%
$148K - $160K
22.5K $490K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
7.64K
New
$146K - $158K
7.64K $166K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
7.45K
New
$142K - $154K
7.45K $162K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.83K
+ 8.22%
$92.2K - $99.8K
63.6K $1.38M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.58K
+ 2.42%
$87.5K - $94.6K
194K $4.22M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
4.43K
+ 25.78%
$84.6K - $91.5K
21.6K $470K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.59K
+ 5.46%
$68.6K - $74.3K
69.5K $1.51M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3K
New
$57.3K - $62K
3K $65.3K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.79K
+ 6.06%
$53.3K - $57.7K
48.9K $1.06M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.61K
+ 40.37%
$49.9K - $54K
9.08K $198K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
2.47K
+ 45.89%
$47.1K - $50.9K
7.84K $171K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
2K
New
$38.2K - $41.3K
2K $43.5K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
1.9K
+ 17.63%
$36.3K - $39.3K
12.7K $276K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
1.74K
+ 13.51%
$33.3K - $36K
14.6K $319K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
1.71K
+ 29.91%
$32.6K - $35.3K
7.42K $161K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.65K
+ 9.0%
$31.5K - $34.1K
20K $435K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
641
+ 0.16%
$12.2K - $13.2K
392K $8.53M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
402
+ 0.73%
$7.67K - $8.31K
55.2K $1.2M
Oct 13, 2023 Q3 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
253
+ 1.31%
$4.83K - $5.23K
19.6K $427K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
193
+ 1.34%
$3.68K - $3.99K
14.6K $317K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
98
+ 0.12%
$1.87K - $2.02K
79.7K $1.73M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
69
+ 0.54%
$1.32K - $1.43K
12.9K $280K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
58
+ 0.33%
$1.11K - $1.2K
17.5K $380K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
34
+ 0.41%
$649 - $702
8.25K $179K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
17
+ 2.83%
$325 - $351
617 $13.4K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16
+ 0.04%
$305 - $331
38K $826K
Oct 25, 2023 Q3 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
14
+ 1.24%
$267 - $289
1.15K $24.9K
Oct 13, 2023 Q3 2023
St. Johns Investment Management Company, LLC

BUY
 -
12
+ 7.5%
$229 - $248
172 $3.74K
Nov 02, 2023 Q3 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
11
+ 1.89%
$210 - $227
593 $12.9K
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
8
+ 1.8%
$153 - $165
453 $9.85K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
4
+ 1.75%
$76.4 - $82.6
233 $5.07K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-16
- 0.19%
$305 - $331
8.39K $182K
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

SELL
 -
-28
- 0.06%
$535 - $578
43.4K $943K
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-49
- 0.17%
$935 - $1.01K
28.7K $625K
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-50
- 0.21%
$955 - $1.03K
23.8K $518K

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