Latest Institutional Transactions on Strategy Shs (HNDL)
This table provides information on the latest institutional transactions involving Strategy Shs (HNDL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
180New |
$3.83K - $4.03K
|
180
$3.83K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-643- 2.65% |
$13.7K - $14.4K
|
23.6K
$502K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$10.6K - $11.2K
|
500
$10.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.66K+ 10.87% |
$77.8K - $82K
|
37.3K
$795K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
505New |
$10.7K - $11.3K
|
505
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 78.44% |
$51.4K - $54.2K
|
665
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1KNew |
$236K - $249K
|
11.1K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-95.4K- 42.86% |
$2.03M - $2.14M
|
127K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.84KNew |
$39K - $41.1K
|
1.84K
$39.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.91K+ 2685.92% |
$40.5K - $42.7K
|
1.98K
$42.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 0.31% |
$24.7K - $26K
|
371K
$7.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.17% |
$425 - $448
|
12K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29+ 15.43% |
$616 - $650
|
217
$4.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-248- 78.98% |
$5.27K - $5.56K
|
66
$1.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.8K- 38.28% |
$400K - $421K
|
30.3K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.7KNew |
$78.6K - $82.9K
|
3.7K
$78.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.03K+ 152.16% |
$128K - $135K
|
9.99K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
455KNew |
$9.67M - $10.2M
|
455K
$9.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-652- 24.34% |
$13.9K - $14.6K
|
2.03K
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-200- 83.33% |
$4.25K - $4.48K
|
40
$852
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.79K+ 6.99% |
$80.6K - $85K
|
58.1K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 1.21% |
$27.7K - $29.2K
|
106K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
135New |
$2.87K - $3.02K
|
135
$2.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 3.33% |
$106 - $112
|
155
$3.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 1.67% |
$12.8K - $13.4K
|
35.4K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
852+ 1.27% |
$18.1K - $19.1K
|
67.7K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.68K+ 350.94% |
$35.7K - $37.7K
|
2.16K
$46K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.41% |
$871 - $918
|
9.98K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.31K- 7.31% |
$49.1K - $51.7K
|
29.3K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85K+ 185000.0% |
$39.3K - $41.4K
|
1.85K
$39.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 2.03% |
$85 - $89.6
|
201
$4.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
402+ 40.4% |
$8.54K - $9K
|
1.4K
$29.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.2KNew |
$409K - $431K
|
19.2K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
99New |
$2.1K - $2.22K
|
99
$2.11K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.8K- 3.52% |
$612K - $645K
|
790K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-995- 1.53% |
$21.1K - $22.3K
|
63.8K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.74K- 12.21% |
$143K - $151K
|
48.5K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$21.3 - $22.4
|
1
$21.3
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.89KNew |
$104K - $110K
|
4.89K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
224New |
$4.76K - $5.02K
|
224
$4.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-221- 2.5% |
$4.7K - $4.95K
|
8.62K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.67K+ 9.51% |
$78K - $82.2K
|
42.3K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.11% |
$489 - $515
|
21.7K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-180- 0.47% |
$3.83K - $4.03K
|
37.9K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 11.8% |
$291K - $306K
|
102K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
482New |
$10.2K - $10.8K
|
482
$10.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
402+ 1.1% |
$8.54K - $9K
|
37.1K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.31K- 65.41% |
$70.3K - $74.1K
|
1.75K
$37.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$63.8 - $67.2
|
14.8K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 0.92% |
$255 - $269
|
1.31K
$27.9K
|