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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.2K- 87.26% |
$1.38M - $1.45M
|
9.96K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.22K- 7.64% |
$167K - $174K
|
99.3K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.14K- 6.35% |
$43.5K - $45.5K
|
31.6K
$685K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.5K- 44.36% |
$393K - $446K
|
26.9K
$584K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.7K- 35.45% |
$141K - $160K
|
14K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.1K- 60.85% |
$93.5K - $106K
|
3.28K
$71.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.72K- 20.65% |
$68.1K - $77.2K
|
14.3K
$310K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.47K- 15.79% |
$45.2K - $51.3K
|
13.2K
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.4K- 93.33% |
$25.6K - $29.1K
|
100
$2.17K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.33K- 10.29% |
$24.3K - $27.5K
|
11.6K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-797- 69.49% |
$14.6K - $16.6K
|
350
$7.59K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 80.0% |
$7.33K - $8.32K
|
100
$2.17K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-304- 65.24% |
$5.57K - $6.32K
|
162
$3.51K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-210- 1.87% |
$3.85K - $4.37K
|
11K
$239K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.7K- 2.36% |
$185K - $200K
|
402K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.17K- 54.58% |
$22.3K - $24.1K
|
972
$21.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-745- 4.47% |
$14.2K - $15.4K
|
15.9K
$346K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64K- 67.21% |
$32.3K - $33.5K
|
800
$17.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-780- 4.37% |
$15.3K - $15.9K
|
17.1K
$371K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-532- 15.01% |
$10.5K - $10.9K
|
3.01K
$65.4K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 50.0% |
$3.93K - $4.08K
|
200
$4.34K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21K- 53.68% |
$410K - $442K
|
18.1K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-765- 6.5% |
$15K - $16.1K
|
11K
$239K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-399- 3.14% |
$7.8K - $8.41K
|
12.3K
$267K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13K- 94.95% |
$243K - $269K
|
692
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.6K- 51.08% |
$199K - $220K
|
10.2K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.13K- 73.95% |
$39.8K - $44.1K
|
750
$16.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-799- 36.58% |
$14.9K - $16.5K
|
1.39K
$30K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-571- 1.62% |
$10.7K - $11.8K
|
34.7K
$752K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-287- 1.76% |
$5.37K - $5.94K
|
16K
$347K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.17K- 9.06% |
$60.5K - $71.5K
|
31.8K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.6KClosed |
$49.7K - $58.7K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 76.92% |
$19.1K - $22.6K
|
300
$6.51K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-210KClosed |
$4.2M - $5.09M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.2KClosed |
$683K - $829K
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-24.7KClosed |
$493K - $598K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
SELL
|
- |
-18KClosed |
$359K - $436K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14.7KClosed |
$293K - $355K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.4KClosed |
$286K - $348K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-12.8KClosed |
$255K - $310K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11.7KClosed |
$233K - $283K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.5KClosed |
$229K - $278K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-11.3KClosed |
$226K - $274K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$224K - $272K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.8KClosed |
$214K - $260K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-10.2K- 41.19% |
$204K - $248K
|
14.6K
$317K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-9.37KClosed |
$187K - $227K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-8.51KClosed |
$170K - $206K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.4KClosed |
$168K - $203K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.4KClosed |
$167K - $203K
|
0
$0
|
|