Purchases and Sales Made in Q1 2025 in Strategy Shs Day Hagan/Ned Dav (SSUS)
This table provides information about the institutional ownership of Strategy Shs Day Hagan/Ned Dav (SSUS) during Q1 2025. The information is specifically focused on institutions that hold shares of STRATEGY SHS DAY HAGAN/NED DAV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.9K- 1.44% |
$476K - $525K
|
816K
$34.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.9K- 2.23% |
$515K - $568K
|
565K
$24.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.9K- 5.68% |
$912K - $1M
|
379K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.1K- 4.26% |
$961K - $1.06M
|
541K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38.2K- 3.05% |
$1.52M - $1.68M
|
1.21M
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-52.1K- 10.39% |
$2.08M - $2.29M
|
450K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.6K- 5.89% |
$2.26M - $2.49M
|
904K
$38.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-61.9K- 82.11% |
$2.47M - $2.72M
|
13.5K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.8K- 67.54% |
$2.74M - $3.02M
|
33K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-91.6K- 10.51% |
$3.65M - $4.03M
|
779K
$33.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-289K- 16.77% |
$11.6M - $12.7M
|
1.44M
$61.4M
|