Latest Institutional Purchases of Strategy Shs (HNDL)
This list provides information on the latest institutional transactions involving Strategy Shs (HNDL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10.1KNew |
$194K - $219K
|
10.1K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.15K+ 5.66% |
$41.2K - $46.5K
|
40.1K
$868K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.01K+ 4.15% |
$38.6K - $43.5K
|
50.4K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
782New |
$15K - $16.9K
|
782
$16.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
285+ 1.69% |
$5.47K - $6.17K
|
17.2K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 0.26% |
$902 - $1.02K
|
18.2K
$393K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.6K+ 3121.55% |
$903K - $951K
|
45K
$974K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.4K+ 111.11% |
$443K - $466K
|
40.6K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19KNew |
$393K - $414K
|
19K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.7KNew |
$345K - $363K
|
16.7K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$343K - $361K
|
16.6K
$358K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.9KNew |
$247K - $260K
|
11.9K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 569.36% |
$239K - $252K
|
13.6K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 37.07% |
$225K - $237K
|
40.1K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.67K+ 10.27% |
$200K - $211K
|
104K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.82K+ 38.99% |
$182K - $192K
|
31.4K
$680K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.37K+ 16.14% |
$90.4K - $95.2K
|
31.4K
$680K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.9K+ 9.84% |
$80.7K - $85K
|
43.5K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.6K+ 0.97% |
$74.6K - $78.5K
|
374K
$8.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 4.42% |
$38.6K - $40.7K
|
44.1K
$955K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.86K+ 12.77% |
$38.4K - $40.4K
|
16.4K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.3KNew |
$26.9K - $28.3K
|
1.3K
$28.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.13K+ 23.18% |
$23.5K - $24.7K
|
6.03K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
930+ 9.32% |
$19.3K - $20.3K
|
10.9K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
852New |
$17.6K - $18.6K
|
852
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
421+ 637.88% |
$8.71K - $9.18K
|
487
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
384+ 960.0% |
$7.95K - $8.37K
|
424
$9.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37+ 0.46% |
$766 - $807
|
8.16K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$725 - $763
|
35
$757
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.11% |
$476 - $501
|
21.7K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 0.17% |
$435 - $458
|
12.1K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
9+ 1.87% |
$186 - $196
|
491
$10.6K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8+ 3.57% |
$166 - $174
|
232
$5.02K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 1.49% |
$62.1 - $65.4
|
204
$4.41K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$62.1 - $65.4
|
14.8K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$20.7 - $21.8
|
1.85K
$40.1K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.7KNew |
$377K - $397K
|
17.7K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1KNew |
$236K - $249K
|
11.1K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.03K+ 152.16% |
$128K - $135K
|
9.99K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.7KNew |
$78.6K - $82.9K
|
3.7K
$80.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.66K+ 10.87% |
$77.8K - $82K
|
37.3K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.91K+ 2685.92% |
$40.5K - $42.7K
|
1.98K
$42.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.84KNew |
$39K - $41.1K
|
1.84K
$39.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.68K+ 350.94% |
$35.7K - $37.7K
|
2.16K
$46.7K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$14.9K - $15.7K
|
700
$15.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
505New |
$10.7K - $11.3K
|
505
$10.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$10.6K - $11.2K
|
500
$10.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
180New |
$3.83K - $4.03K
|
180
$3.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
99New |
$2.1K - $2.22K
|
99
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 3.33% |
$106 - $112
|
155
$3.35K
|
|