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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.1KNew |
$375K - $395K
|
18.1K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 37.07% |
$225K - $237K
|
40.1K
$830K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.82K+ 38.99% |
$182K - $192K
|
31.4K
$650K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.99K+ 99842.86% |
$145K - $152K
|
7K
$145K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.37K+ 16.14% |
$90.4K - $95.2K
|
31.4K
$650K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.9K+ 9.84% |
$80.7K - $85K
|
43.5K
$900K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.6K+ 0.97% |
$74.6K - $78.5K
|
374K
$7.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 38.25% |
$68.2K - $71.9K
|
11.9K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 4.42% |
$38.6K - $40.7K
|
44.1K
$913K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.86K+ 12.77% |
$38.4K - $40.4K
|
16.4K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.3KNew |
$26.9K - $28.3K
|
1.3K
$26.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.13K+ 23.18% |
$23.5K - $24.7K
|
6.03K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
852New |
$17.6K - $18.6K
|
852
$17.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
278+ 1.68% |
$5.75K - $6.06K
|
16.9K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 200.0% |
$4.14K - $4.36K
|
300
$6.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37+ 0.46% |
$766 - $807
|
8.16K
$169K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$725 - $763
|
35
$724
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20+ 0.05% |
$414 - $436
|
37.9K
$785K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8+ 3.57% |
$166 - $174
|
232
$4.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$62.1 - $65.4
|
14.8K
$305K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
455KNew |
$9.67M - $10.2M
|
455K
$9.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.2KNew |
$409K - $431K
|
19.2K
$398K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.7KNew |
$377K - $397K
|
17.7K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12.9K+ 15.93% |
$275K - $290K
|
94.1K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1KNew |
$236K - $249K
|
11.1K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.03K+ 152.16% |
$128K - $135K
|
9.99K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.79K+ 6.99% |
$80.6K - $85K
|
58.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.7KNew |
$78.6K - $82.9K
|
3.7K
$76.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.66K+ 10.87% |
$77.8K - $82K
|
37.3K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.91K+ 2685.92% |
$40.5K - $42.7K
|
1.98K
$40.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85K+ 185000.0% |
$39.3K - $41.4K
|
1.85K
$38.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.84KNew |
$39K - $41.1K
|
1.84K
$38K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.68K+ 350.94% |
$35.7K - $37.7K
|
2.16K
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
852+ 1.27% |
$18.1K - $19.1K
|
67.7K
$1.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$14.9K - $15.7K
|
700
$14.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
505New |
$10.7K - $11.3K
|
505
$10.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$10.6K - $11.2K
|
500
$10.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
482New |
$10.2K - $10.8K
|
482
$9.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
402+ 40.4% |
$8.54K - $9K
|
1.4K
$28.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
402+ 1.1% |
$8.54K - $9K
|
37.1K
$766K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
180New |
$3.83K - $4.03K
|
180
$3.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
99New |
$2.1K - $2.22K
|
99
$2.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.41% |
$871 - $918
|
9.98K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
36+ 0.31% |
$765 - $806
|
11.8K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29+ 15.43% |
$616 - $650
|
217
$4.49K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.11% |
$489 - $515
|
21.7K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.17% |
$425 - $448
|
12K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 3.33% |
$106 - $112
|
155
$3.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 2.03% |
$85 - $89.6
|
201
$4.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$21.3 - $22.4
|
1
$20.7
|
|