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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.9KNew |
$247K - $260K
|
11.9K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.67K+ 10.27% |
$200K - $211K
|
104K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 1.41% |
$10.4K - $10.9K
|
34.9K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 569.36% |
$239K - $252K
|
13.6K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
421+ 637.88% |
$8.71K - $9.18K
|
487
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
930+ 9.32% |
$19.3K - $20.3K
|
10.9K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19KNew |
$393K - $414K
|
19K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.4K- 3.38% |
$319K - $336K
|
440K
$9.09M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-139- 0.24% |
$2.88K - $3.03K
|
57.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-861- 1.84% |
$17.8K - $18.8K
|
46.1K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
384+ 960.0% |
$7.95K - $8.37K
|
424
$8.77K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 4.15% |
$186 - $196
|
208
$4.3K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$343K - $361K
|
16.6K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.98K- 4.4% |
$61.6K - $64.9K
|
64.7K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$6.21K - $6.54K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 1.49% |
$62.1 - $65.4
|
204
$4.22K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-629- 94.59% |
$13K - $13.7K
|
36
$744
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$20.7 - $21.8
|
1.85K
$38.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.6K+ 3121.55% |
$903K - $951K
|
45K
$931K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.7KNew |
$345K - $363K
|
16.7K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-19.4K- 15.27% |
$402K - $424K
|
108K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 104.59% |
$2.21M - $2.33M
|
209K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.4K+ 111.11% |
$443K - $466K
|
40.6K
$840K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.11% |
$476 - $501
|
21.7K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$725 - $763
|
35
$724
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-385- 0.6% |
$7.97K - $8.39K
|
63.5K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 0.17% |
$435 - $458
|
12.1K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
9+ 1.87% |
$186 - $196
|
491
$10.2K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-13.7K- 36.9% |
$283K - $298K
|
23.4K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.37K- 4.88% |
$49K - $51.6K
|
46.1K
$953K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-861- 8.26% |
$17.8K - $18.8K
|
9.56K
$198K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-72.4K- 9.16% |
$1.5M - $1.58M
|
717K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.3KNew |
$26.9K - $28.3K
|
1.3K
$26.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 200.0% |
$4.14K - $4.36K
|
300
$6.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.81K- 6.41% |
$141K - $148K
|
99.4K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 4.42% |
$38.6K - $40.7K
|
44.1K
$913K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 4.44% |
$124 - $131
|
129
$2.67K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9.97K- 42.29% |
$206K - $217K
|
13.6K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.95K- 5.92% |
$165K - $173K
|
126K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.37K+ 16.14% |
$90.4K - $95.2K
|
31.4K
$650K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.01K- 77.13% |
$20.9K - $22.1K
|
300
$6.2K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8+ 3.57% |
$166 - $174
|
232
$4.8K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
852New |
$17.6K - $18.6K
|
852
$17.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.9K+ 9.84% |
$80.7K - $85K
|
43.5K
$900K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.91K- 21.69% |
$60.2K - $63.4K
|
10.5K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$62.1 - $65.4
|
14.8K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37+ 0.46% |
$766 - $807
|
8.16K
$169K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.5K- 36.97% |
$135K - $142K
|
11.1K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 37.07% |
$225K - $237K
|
40.1K
$830K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-400- 3.23% |
$8.28K - $8.72K
|
12K
$248K
|