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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-67KClosed |
$1.53M - $1.74M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-13.2KClosed |
$301K - $342K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
500New |
$11.4K - $13K
|
500
$10.8K
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$25K - $26.2K
|
1K
$21.6K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-13.8KClosed |
$346K - $363K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.3KClosed |
$684K - $717K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.15KClosed |
$229K - $240K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-19.4KClosed |
$486K - $509K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$2.5K - $2.62K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$450 - $472
|
18
$390
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15.7KNew |
$392K - $411K
|
15.7K
$339K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$49.9K - $51.9K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$12.5K - $13K
|
500
$10.8K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.86KNew |
$244K - $253K
|
9.86K
$213K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-301Closed |
$7.46K - $7.72K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-204Closed |
$5.06K - $5.23K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
400New |
$9.79K - $10.3K
|
400
$8.66K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
4KNew |
$97.9K - $103K
|
4K
$86.6K
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.9KNew |
$95.5K - $100K
|
3.9K
$84.4K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 1.91% |
$85.2 - $97.5
|
213
$4.61K
|
|
|
Aug 10, 2020
Q2 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.9KClosed |
$61.7K - $70.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-28KClosed |
$554K - $698K
|
0
$0
|
|