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 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$20.3 - $21.2
|
1
$22.1
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$393K - $446K
|
21.5K
$474K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.7KNew |
$232K - $263K
|
12.7K
$279K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$183K - $208K
|
10K
$221K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
224New |
$4.1K - $4.66K
|
224
$4.95K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$57.3K - $62K
|
3K
$66.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$38.2K - $41.3K
|
2K
$44.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
17+ 2.83% |
$325 - $351
|
617
$13.6K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
16.8KNew |
$330K - $343K
|
16.8K
$371K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3KNew |
$223K - $231K
|
11.3K
$250K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
440+ 1.56% |
$8.65K - $8.98K
|
28.6K
$631K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 1.8% |
$492 - $510
|
1.41K
$31.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$216 - $225
|
11
$243
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$157 - $163
|
11.2K
$248K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.6K+ 114.9% |
$325K - $351K
|
31.1K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
13.1KNew |
$256K - $276K
|
13.1K
$289K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.7KNew |
$111K - $120K
|
5.7K
$126K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4KNew |
$78.2K - $84.3K
|
4K
$88.4K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
156+ 1.31% |
$3.05K - $3.29K
|
12K
$266K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$782 - $843
|
40
$884
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.52% |
$176 - $190
|
1.74K
$38.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9New |
$176 - $190
|
9
$199
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$22.4K - $24.9K
|
1.2K
$26.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.13KNew |
$21K - $23.3K
|
1.13K
$24.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
975New |
$18.2K - $20.2K
|
975
$21.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
775+ 59.62% |
$14.5K - $16.1K
|
2.08K
$45.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
128New |
$2.39K - $2.65K
|
128
$2.83K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
57.2KNew |
$1.09M - $1.29M
|
57.2K
$1.26M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40KNew |
$765K - $903K
|
40K
$884K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4KNew |
$76.5K - $90.3K
|
4K
$88.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
983+ 36.06% |
$18.8K - $22.2K
|
3.71K
$81.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
964New |
$18.4K - $21.8K
|
964
$21.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
779New |
$14.9K - $17.6K
|
779
$17.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
659New |
$12.6K - $14.9K
|
659
$14.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
638New |
$12.2K - $14.4K
|
638
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$7.65K - $9.03K
|
400
$8.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
370+ 0.71% |
$7.07K - $8.35K
|
52.6K
$1.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 2.05% |
$115 - $135
|
299
$6.6K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$281K - $341K
|
14.1K
$311K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.89K+ 59.29% |
$117K - $142K
|
15.8K
$349K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 150.73% |
$53.3K - $64.7K
|
4.44K
$98.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
450+ 1.81% |
$8.97K - $10.9K
|
25.3K
$559K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$3.99K - $4.84K
|
200
$4.42K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.09% |
$179 - $218
|
9.74K
$215K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.6KNew |
$334K - $379K
|
14.6K
$322K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2KNew |
$45.8K - $52K
|
2K
$44.2K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.15K+ 261.36% |
$26.3K - $29.9K
|
1.59K
$35.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
500New |
$11.4K - $13K
|
500
$11K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
100New |
$2.29K - $2.6K
|
100
$2.21K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15.7KNew |
$392K - $411K
|
15.7K
$346K
|
|