Purchases and Sales Made in Q1 2023 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q1 2023. The information is specifically focused on institutions that hold shares of STRATEGY SHS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20.7KNew |
$404K - $436K
|
20.7K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.2K+ 13.26% |
$396K - $426K
|
173K
$3.75M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16.6K+ 114.9% |
$325K - $351K
|
31.1K
$675K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 4.5% |
$318K - $343K
|
378K
$8.19M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
13.1KNew |
$256K - $276K
|
13.1K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 19.01% |
$244K - $263K
|
78.1K
$1.69M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
10.6K+ 17.8% |
$207K - $223K
|
69.9K
$1.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.77KNew |
$152K - $164K
|
7.77K
$169K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.65K+ 2.03% |
$150K - $161K
|
384K
$8.32M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.4K+ 19.02% |
$145K - $156K
|
46.3K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.07K+ 104.05% |
$138K - $149K
|
13.9K
$301K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.77KNew |
$132K - $143K
|
6.77K
$147K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6.62K+ 49.04% |
$129K - $139K
|
20.1K
$436K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.7KNew |
$111K - $120K
|
5.7K
$124K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.31K+ 21.51% |
$104K - $112K
|
30K
$651K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.17K+ 7.84% |
$101K - $109K
|
71.1K
$1.54M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.08K+ 6.47% |
$99.3K - $107K
|
83.5K
$1.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4KNew |
$78.2K - $84.3K
|
4K
$86.8K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.38K+ 5.57% |
$66.1K - $71.2K
|
64.1K
$1.39M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.65KNew |
$51.8K - $55.8K
|
2.65K
$57.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.53K+ 4.5% |
$49.5K - $53.3K
|
58.7K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.28K+ 17.99% |
$44.6K - $48K
|
15K
$324K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23K+ 11.32% |
$43.6K - $47K
|
21.9K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.2K+ 4.69% |
$43K - $46.3K
|
49K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.44K+ 142.79% |
$28.1K - $30.2K
|
2.44K
$52.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.39KNew |
$27.1K - $29.2K
|
1.39K
$30.1K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.19K+ 9.72% |
$23.2K - $25K
|
13.4K
$291K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.17K+ 19.41% |
$23K - $24.7K
|
7.22K
$157K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.06K+ 7.7% |
$20.8K - $22.4K
|
14.9K
$322K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
692+ 1.58% |
$13.5K - $14.6K
|
44.5K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 4.71% |
$11.7K - $12.6K
|
13.4K
$290K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
572New |
$11.2K - $12.1K
|
572
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
540+ 17.97% |
$10.6K - $11.4K
|
3.55K
$76.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
430+ 4.97% |
$8.41K - $9.06K
|
9.08K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
411+ 0.29% |
$8.04K - $8.66K
|
144K
$3.12M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
400New |
$7.82K - $8.43K
|
400
$8.68K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
322+ 0.8% |
$6.3K - $6.78K
|
40.7K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
283+ 283.0% |
$5.53K - $5.96K
|
383
$8.31K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
253+ 5.93% |
$4.95K - $5.33K
|
4.52K
$98K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
243+ 1.67% |
$4.75K - $5.12K
|
14.8K
$320K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
204+ 96.68% |
$3.99K - $4.3K
|
415
$9K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
202+ 0.71% |
$3.95K - $4.26K
|
28.8K
$624K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
194+ 1.02% |
$3.79K - $4.09K
|
19.2K
$416K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
182+ 1.0% |
$3.56K - $3.83K
|
18.5K
$401K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
156+ 1.31% |
$3.05K - $3.29K
|
12K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
55+ 0.32% |
$1.08K - $1.16K
|
17.4K
$376K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
41+ 39.42% |
$802 - $864
|
145
$3.15K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$782 - $843
|
40
$868
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14+ 1.27% |
$274 - $295
|
1.12K
$24.3K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13+ 0.03% |
$254 - $274
|
48K
$1.04M
|