Purchases and Sales Made in Q3 2025 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$216K - $225K
|
10.1K
$226K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.28KNew |
$199K - $207K
|
9.28K
$207K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
289+ 1.68% |
$6.19K - $6.44K
|
17.4K
$390K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59+ 0.15% |
$1.26K - $1.31K
|
40.2K
$897K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 733.33% |
$471 - $490
|
25
$559
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$64.2 - $66.8
|
14.8K
$330K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-192- 1.06% |
$4.11K - $4.28K
|
18K
$402K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 12.66% |
$29.7K - $30.9K
|
9.56K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.45K- 2.28% |
$52.4K - $54.5K
|
105K
$2.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.52K- 16.81% |
$75.3K - $78.4K
|
17.4K
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-7.24K- 14.35% |
$155K - $161K
|
43.2K
$965K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-7.98K- 25.35% |
$171K - $178K
|
23.5K
$525K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 48.27% |
$317K - $330K
|
15.8K
$354K
|