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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.71K+ 13.49% |
$98.7K - $105K
|
39.6K
$855K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 9.91% |
$922 - $981
|
400
$8.63K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 9.74% |
$21.8K - $23.1K
|
9.62K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.17% |
$419 - $446
|
12K
$260K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 2.78% |
$491K - $523K
|
818K
$17.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.72K+ 22.12% |
$120K - $128K
|
31.6K
$682K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-363- 14.73% |
$7.61K - $8.09K
|
2.1K
$45.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-146K- 72.51% |
$3.05M - $3.25M
|
55.2K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-532- 1.43% |
$11.2K - $11.9K
|
36.7K
$791K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.85K- 19.9% |
$207K - $220K
|
39.7K
$856K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-15- 57.69% |
$314 - $334
|
11
$237
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
418+ 2.37% |
$8.76K - $9.32K
|
18.1K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
500New |
$10.5K - $11.1K
|
500
$10.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.84K- 26.38% |
$101K - $108K
|
13.5K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 10.0% |
$1.05K - $1.11K
|
550
$11.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
203+ 0.05% |
$4.25K - $4.52K
|
370K
$7.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-476- 5.11% |
$9.98K - $10.6K
|
8.84K
$191K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 1.68% |
$168 - $178
|
485
$10.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-424- 3.29% |
$8.89K - $9.45K
|
12.5K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-432- 1.93% |
$9.05K - $9.63K
|
21.9K
$473K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.25KNew |
$194K - $206K
|
9.25K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 29.47% |
$55.5K - $59K
|
6.34K
$137K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157K+ 2125.0% |
$3.29M - $3.5M
|
164K
$3.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.2K+ 22.12% |
$529K - $562K
|
139K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 28.85% |
$94.3K - $100K
|
11.1K
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.08K- 3.1% |
$43.5K - $46.3K
|
64.8K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.71K+ 36.03% |
$98.8K - $105K
|
17.8K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.81K- 97.85% |
$143K - $152K
|
150
$3.24K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
205+ 83.33% |
$4.3K - $4.57K
|
451
$9.73K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.15K- 5.94% |
$24.1K - $25.6K
|
18.2K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
299+ 3.94% |
$6.27K - $6.66K
|
7.88K
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-16.1K- 21.18% |
$338K - $359K
|
60K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 12.24% |
$31.4K - $33.4K
|
13.8K
$297K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
854New |
$17.9K - $19K
|
854
$18.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.89K- 12.69% |
$165K - $176K
|
54.3K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.94K+ 8.71% |
$82.5K - $87.7K
|
49.1K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9KNew |
$189K - $201K
|
9K
$194K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.02K- 16.96% |
$63.2K - $67.2K
|
14.8K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 7.27% |
$27.5K - $29.3K
|
16.8K
$362K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19+ 0.05% |
$398 - $424
|
38.1K
$822K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.9K- 98.27% |
$58.1K - $61.4K
|
51
$1.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
400+ 1.92% |
$8.02K - $8.48K
|
21.3K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2KNew |
$224K - $237K
|
11.2K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.32K- 39.55% |
$167K - $176K
|
12.7K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.9KNew |
$418K - $442K
|
20.9K
$450K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.4K+ 341.11% |
$649K - $687K
|
41.9K
$903K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-400- 62.5% |
$8.02K - $8.48K
|
240
$5.18K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.4K+ 466.67% |
$28.1K - $29.7K
|
1.7K
$36.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
227New |
$4.55K - $4.81K
|
227
$4.9K
|
|