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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22KNew |
$447K - $467K
|
22K
$470K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$289K - $302K
|
14.3K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.6KNew |
$93.3K - $97.5K
|
4.6K
$98.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
671New |
$13.6K - $14.2K
|
671
$14.3K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
534New |
$10.8K - $11.3K
|
534
$11.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
411+ 174.89% |
$8.34K - $8.72K
|
646
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
379+ 456.63% |
$7.69K - $8.04K
|
462
$9.87K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
275New |
$5.58K - $5.84K
|
275
$5.88K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
26+ 26.26% |
$528 - $552
|
125
$2.67K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
11+ 1.82% |
$223 - $233
|
614
$13.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.05% |
$142 - $149
|
14K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$20.3 - $21.2
|
1
$21.4
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$393K - $446K
|
21.5K
$459K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.7KNew |
$232K - $263K
|
12.7K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$183K - $208K
|
10K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.25KNew |
$170K - $192K
|
9.25K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.06KNew |
$92.7K - $105K
|
5.06K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
600New |
$11K - $12.5K
|
600
$12.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
224New |
$4.1K - $4.66K
|
224
$4.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
71New |
$1.3K - $1.48K
|
71
$1.52K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$201K - $217K
|
10.5K
$225K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$57.3K - $62K
|
3K
$64.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$38.2K - $41.3K
|
2K
$42.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
17+ 2.83% |
$325 - $351
|
617
$13.2K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
16.8KNew |
$330K - $343K
|
16.8K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3KNew |
$223K - $231K
|
11.3K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
440+ 1.56% |
$8.65K - $8.98K
|
28.6K
$610K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 1.8% |
$492 - $510
|
1.41K
$30.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$216 - $225
|
11
$235
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$157 - $163
|
11.2K
$240K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.6K+ 114.9% |
$325K - $351K
|
31.1K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
13.1KNew |
$256K - $276K
|
13.1K
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.7KNew |
$111K - $120K
|
5.7K
$122K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4KNew |
$78.2K - $84.3K
|
4K
$85.5K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
156+ 1.31% |
$3.05K - $3.29K
|
12K
$257K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$782 - $843
|
40
$855
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.52% |
$176 - $190
|
1.74K
$37.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9New |
$176 - $190
|
9
$192
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$22.4K - $24.9K
|
1.2K
$25.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.13KNew |
$21K - $23.3K
|
1.13K
$24K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
975New |
$18.2K - $20.2K
|
975
$20.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
775+ 59.62% |
$14.5K - $16.1K
|
2.08K
$44.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
150New |
$2.81K - $3.11K
|
150
$3.21K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
128New |
$2.39K - $2.65K
|
128
$2.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
117New |
$2.19K - $2.42K
|
117
$2.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.2KNew |
$1.09M - $1.29M
|
57.2K
$1.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40KNew |
$765K - $903K
|
40K
$855K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4KNew |
$76.5K - $90.3K
|
4K
$85.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
983+ 36.06% |
$18.8K - $22.2K
|
3.71K
$79.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
964New |
$18.4K - $21.8K
|
964
$20.6K
|
|