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 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-304- 65.24% |
$5.57K - $6.32K
|
162
$3.45K
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-210- 1.87% |
$3.85K - $4.37K
|
11K
$235K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-200- 1.48% |
$3.66K - $4.16K
|
13.4K
$285K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.7K- 2.36% |
$185K - $200K
|
402K
$8.56M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 56.6% |
$28.6K - $31K
|
1.15K
$24.5K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.26K- 9.58% |
$24K - $26K
|
11.9K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.17K- 54.58% |
$22.3K - $24.1K
|
972
$20.7K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-745- 4.47% |
$14.2K - $15.4K
|
15.9K
$340K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64K- 67.21% |
$32.3K - $33.5K
|
800
$17.1K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-780- 4.37% |
$15.3K - $15.9K
|
17.1K
$364K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-532- 15.01% |
$10.5K - $10.9K
|
3.01K
$64.2K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 50.0% |
$3.93K - $4.08K
|
200
$4.26K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21K- 53.68% |
$410K - $442K
|
18.1K
$386K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.53K- 12.14% |
$186K - $201K
|
68.9K
$1.47M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.05K- 94.39% |
$98.7K - $106K
|
300
$6.4K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-765- 6.5% |
$15K - $16.1K
|
11K
$235K
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-399- 3.14% |
$7.8K - $8.41K
|
12.3K
$263K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-228- 88.03% |
$4.46K - $4.8K
|
31
$661
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13K- 94.95% |
$249K - $269K
|
692
$14.8K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.6K- 51.08% |
$204K - $220K
|
10.2K
$217K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.13K- 73.95% |
$40.8K - $44.1K
|
750
$16K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-799- 36.58% |
$15.3K - $16.5K
|
1.39K
$29.5K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-571- 1.62% |
$11K - $11.8K
|
34.7K
$739K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-287- 1.76% |
$5.5K - $5.94K
|
16K
$341K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.17K- 9.06% |
N/A
|
31.8K
$678K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.6KClosed |
N/A
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 76.92% |
N/A
|
300
$6.4K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19- 0.13% |
N/A
|
14.6K
$311K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-210KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.2KClosed |
N/A
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
SELL
|
- |
-18KClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14.7KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-12.8KClosed |
N/A
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11.7KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-10.2K- 41.19% |
N/A
|
14.6K
$312K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-9.37KClosed |
N/A
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-8.51KClosed |
N/A
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.47K- 19.34% |
N/A
|
22.8K
$486K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.91K- 32.48% |
N/A
|
10.2K
$218K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.75K- 86.31% |
N/A
|
595
$12.7K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|