Latest Institutional Sells of Strategy Shs (HNDL)
This list provides information on the latest institutional transactions involving Strategy Shs (HNDL) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-6.98K- 1.52% |
$148K - $156K
|
452K
$9.75M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.62K- 24.38% |
$77K - $81.2K
|
11.2K
$243K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 15.07% |
$46.8K - $49.3K
|
12.4K
$268K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.89K- 22.78% |
$40.2K - $42.4K
|
6.42K
$139K
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-974- 1.15% |
$20.7K - $21.8K
|
84K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-895- 2.45% |
$19K - $20K
|
35.6K
$767K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-146K- 72.51% |
$3.05M - $3.25M
|
55.2K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.8K- 40.37% |
$1.53M - $1.62M
|
108K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.1K- 82.44% |
$1.05M - $1.12M
|
10.7K
$230K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-33K- 12.91% |
$692K - $736K
|
223K
$4.81M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 2.78% |
$491K - $523K
|
818K
$17.7M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-16.1K- 21.18% |
$338K - $359K
|
60K
$1.29M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.85K- 19.9% |
$207K - $220K
|
39.7K
$856K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.89K- 12.69% |
$165K - $176K
|
54.3K
$1.17M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.81K- 97.85% |
$143K - $152K
|
150
$3.24K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.28K- 7.34% |
$132K - $140K
|
79.3K
$1.71M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.84K- 26.38% |
$101K - $108K
|
13.5K
$291K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 28.85% |
$94.3K - $100K
|
11.1K
$240K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.22K- 6.97% |
$88.5K - $94.1K
|
56.4K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.44K- 46.45% |
$72K - $76.6K
|
3.96K
$85.5K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.02K- 16.96% |
$63.2K - $67.2K
|
14.8K
$319K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 29.47% |
$55.5K - $59K
|
6.34K
$137K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-2.27K- 81.85% |
$47.6K - $50.6K
|
503
$10.9K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.18K- 8.26% |
$45.7K - $48.6K
|
24.2K
$523K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.08K- 3.1% |
$43.5K - $46.3K
|
64.8K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.02K- 1.71% |
$42.3K - $44.9K
|
116K
$2.5M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 7.27% |
$27.5K - $29.3K
|
16.8K
$362K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.15K- 5.94% |
$24.1K - $25.6K
|
18.2K
$393K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.12K- 6.6% |
$23.4K - $24.9K
|
15.8K
$341K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 9.74% |
$21.8K - $23.1K
|
9.62K
$208K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-850- 2.31% |
$17.8K - $18.9K
|
36K
$776K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-625- 1.39% |
$13.1K - $13.9K
|
44.4K
$959K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-532- 1.43% |
$11.2K - $11.9K
|
36.7K
$791K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-481- 15.22% |
$10.1K - $10.7K
|
2.68K
$57.8K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-476- 5.11% |
$9.98K - $10.6K
|
8.84K
$191K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-450- 52.94% |
$9.43K - $10K
|
400
$8.63K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-432- 1.93% |
$9.05K - $9.63K
|
21.9K
$473K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-424- 3.29% |
$8.89K - $9.45K
|
12.5K
$269K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-401- 99.75% |
$8.4K - $8.94K
|
1
$21.6
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-363- 14.73% |
$7.61K - $8.09K
|
2.1K
$45.4K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-345- 52.35% |
$7.23K - $7.69K
|
314
$6.78K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-327- 2.16% |
$6.85K - $7.29K
|
14.8K
$319K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 9.91% |
$922 - $981
|
400
$8.63K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-15- 57.69% |
$314 - $334
|
11
$237
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-11- 0.08% |
$231 - $245
|
13.5K
$291K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.32K- 39.55% |
$167K - $176K
|
12.7K
$274K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.9K- 98.27% |
$58.1K - $61.4K
|
51
$1.1K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-400- 62.5% |
$8.02K - $8.48K
|
240
$5.18K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-60- 30.0% |
$1.2K - $1.27K
|
140
$3.02K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.2K- 87.26% |
$1.38M - $1.45M
|
9.96K
$215K
|