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 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$201K - $217K
|
10.5K
$219K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
17+ 2.83% |
$325 - $351
|
617
$12.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$38.2K - $41.3K
|
2K
$41.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-745- 4.47% |
$14.2K - $15.4K
|
15.9K
$333K
|
|
| Q2 2023 | |||||||
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 50.0% |
$3.93K - $4.08K
|
200
$4.17K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$216 - $225
|
11
$230
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-532- 15.01% |
$10.5K - $10.9K
|
3.01K
$62.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64K- 67.21% |
$32.3K - $33.5K
|
800
$16.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
440+ 1.56% |
$8.65K - $8.98K
|
28.6K
$596K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-780- 4.37% |
$15.3K - $15.9K
|
17.1K
$357K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
16.8KNew |
$330K - $343K
|
16.8K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3KNew |
$223K - $231K
|
11.3K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 1.8% |
$492 - $510
|
1.41K
$29.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$157 - $163
|
11.2K
$234K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.52% |
$176 - $190
|
1.74K
$36.2K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21K- 53.68% |
$410K - $442K
|
18.1K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
13.1KNew |
$256K - $276K
|
13.1K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-765- 6.5% |
$15K - $16.1K
|
11K
$230K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
156+ 1.31% |
$3.05K - $3.29K
|
12K
$251K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.6K+ 114.9% |
$325K - $351K
|
31.1K
$650K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4KNew |
$78.2K - $84.3K
|
4K
$83.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.7KNew |
$111K - $120K
|
5.7K
$119K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9New |
$176 - $190
|
9
$188
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$782 - $843
|
40
$835
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-399- 3.14% |
$7.8K - $8.41K
|
12.3K
$257K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-571- 1.62% |
$10.7K - $11.8K
|
34.7K
$724K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
775+ 59.62% |
$14.5K - $16.1K
|
2.08K
$43.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
117New |
$2.19K - $2.42K
|
117
$2.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.6K- 51.08% |
$199K - $220K
|
10.2K
$212K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13K- 94.95% |
$243K - $269K
|
692
$14.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
975New |
$18.2K - $20.2K
|
975
$20.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
128New |
$2.39K - $2.65K
|
128
$2.67K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.13K- 73.95% |
$39.8K - $44.1K
|
750
$15.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-799- 36.58% |
$14.9K - $16.5K
|
1.39K
$28.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$22.4K - $24.9K
|
1.2K
$25K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.13KNew |
$21K - $23.3K
|
1.13K
$23.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-287- 1.76% |
$5.37K - $5.94K
|
16K
$334K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40KNew |
$765K - $903K
|
40K
$835K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
964New |
$18.4K - $21.8K
|
964
$20.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 76.92% |
$19.1K - $22.6K
|
300
$6.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.2KNew |
$1.09M - $1.29M
|
57.2K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.6KClosed |
$49.7K - $58.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
370+ 0.71% |
$7.07K - $8.35K
|
52.6K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$7.65K - $9.03K
|
400
$8.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.17K- 9.06% |
$60.5K - $71.5K
|
31.8K
$663K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
983+ 36.06% |
$18.8K - $22.2K
|
3.71K
$77.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4KNew |
$76.5K - $90.3K
|
4K
$83.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
779New |
$14.9K - $17.6K
|
779
$16.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
659New |
$12.6K - $14.9K
|
659
$13.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
638New |
$12.2K - $14.4K
|
638
$13.3K
|
|