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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-12.7K- 28.6% |
$270K - $285K
|
31.7K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-116- 82.86% |
$2.47K - $2.6K
|
24
$518
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26K- 32.8% |
$553K - $582K
|
53.3K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 15.07% |
$46.8K - $49.3K
|
12.4K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
36+ 0.31% |
$765 - $806
|
11.8K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
14.5KNew |
$309K - $325K
|
14.5K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.62K- 24.38% |
$77K - $81.2K
|
11.2K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.89K- 22.78% |
$40.2K - $42.4K
|
6.42K
$139K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43+ 0.31% |
$914 - $963
|
14.1K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 0.38% |
$829 - $874
|
10.4K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-974- 1.15% |
$20.7K - $21.8K
|
84K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-6.98K- 1.52% |
$148K - $156K
|
452K
$9.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-895- 2.45% |
$19K - $20K
|
35.6K
$767K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$14.9K - $15.7K
|
700
$15.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
276+ 1.69% |
$5.87K - $6.18K
|
16.6K
$358K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
486+ 95.48% |
$10.2K - $10.8K
|
995
$21.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.61KNew |
$33.7K - $35.9K
|
1.61K
$34.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-450- 52.94% |
$9.43K - $10K
|
400
$8.63K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.22K- 6.97% |
$88.5K - $94.1K
|
56.4K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.58K+ 7.36% |
$96K - $102K
|
66.9K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.12K- 6.6% |
$23.4K - $24.9K
|
15.8K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
479New |
$10K - $10.7K
|
479
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-850- 2.31% |
$17.8K - $18.9K
|
36K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
722+ 3.44% |
$15.1K - $16.1K
|
21.7K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.98K+ 2756.48% |
$62.4K - $66.4K
|
3.09K
$66.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.4KNew |
$29.3K - $31.2K
|
1.4K
$30.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-481- 15.22% |
$10.1K - $10.7K
|
2.68K
$57.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
153+ 1.43% |
$3.21K - $3.41K
|
10.8K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.15K+ 19.87% |
$171K - $182K
|
49.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.8K+ 96.43% |
$226K - $241K
|
22K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.44K- 46.45% |
$72K - $76.6K
|
3.96K
$85.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.1K- 82.44% |
$1.05M - $1.12M
|
10.7K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-345- 52.35% |
$7.23K - $7.69K
|
314
$6.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.01KNew |
$21.2K - $22.5K
|
1.01K
$21.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 1.55% |
$62.9 - $66.9
|
197
$4.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-401- 99.75% |
$8.4K - $8.94K
|
1
$21.6
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.02K- 1.71% |
$42.3K - $44.9K
|
116K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.94KNew |
$208K - $222K
|
9.94K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
309+ 0.81% |
$6.48K - $6.89K
|
38.6K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.8K- 40.37% |
$1.53M - $1.62M
|
108K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
157+ 506.45% |
$3.29K - $3.5K
|
188
$4.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.21K+ 32.27% |
$172K - $183K
|
33.7K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-327- 2.16% |
$6.85K - $7.29K
|
14.8K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23.6K+ 40.9% |
$494K - $525K
|
81.2K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-2.27K- 81.85% |
$47.6K - $50.6K
|
503
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-11- 0.08% |
$231 - $245
|
13.5K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-33K- 12.91% |
$692K - $736K
|
223K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346New |
$7.25K - $7.71K
|
346
$7.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.28KNew |
$195K - $207K
|
9.28K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.18K- 8.26% |
$45.7K - $48.6K
|
24.2K
$523K
|
|