Purchases and Sales Made in Q4 2024 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.7KNew |
$377K - $397K
|
17.7K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
14.5KNew |
$309K - $325K
|
14.5K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12.9K+ 15.93% |
$275K - $290K
|
94.1K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.5K+ 103.69% |
$245K - $258K
|
22.6K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.13K+ 23.39% |
$109K - $115K
|
27.1K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 28.29% |
$38.1K - $40.1K
|
8.13K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$14.9K - $15.7K
|
700
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
482New |
$10.2K - $10.8K
|
482
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
402+ 1.1% |
$8.54K - $9K
|
37.1K
$802K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
276+ 1.69% |
$5.87K - $6.18K
|
16.6K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43+ 0.31% |
$914 - $963
|
14.1K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 0.38% |
$829 - $874
|
10.4K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
36+ 0.31% |
$765 - $806
|
11.8K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
35+ 0.07% |
$744 - $784
|
49.1K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.11% |
$489 - $515
|
21.7K
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 0.92% |
$255 - $269
|
1.31K
$28.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$63.8 - $67.2
|
14.8K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 9.09% |
$1.06K - $1.12K
|
500
$10.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-85- 0.63% |
$1.81K - $1.9K
|
13.4K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-116- 82.86% |
$2.47K - $2.6K
|
24
$519
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-150- 1.12% |
$3.19K - $3.36K
|
13.2K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-180- 0.47% |
$3.83K - $4.03K
|
37.9K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-218- 1.22% |
$4.63K - $4.88K
|
17.6K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-341- 2.68% |
$7.25K - $7.64K
|
12.4K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-895- 2.45% |
$19K - $20K
|
35.6K
$770K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-926- 2.34% |
$19.7K - $20.7K
|
38.7K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-974- 1.15% |
$20.7K - $21.8K
|
84K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.89K- 22.78% |
$40.2K - $42.4K
|
6.42K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.19K- 17.54% |
$46.5K - $49K
|
10.3K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 15.07% |
$46.8K - $49.3K
|
12.4K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.98K- 16.33% |
$63.2K - $66.6K
|
15.2K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.31K- 65.41% |
$70.3K - $74.1K
|
1.75K
$37.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.62K- 24.38% |
$77K - $81.2K
|
11.2K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.91K- 3.52% |
$104K - $110K
|
134K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-6.98K- 1.52% |
$148K - $156K
|
452K
$9.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.88K- 99.91% |
$167K - $176K
|
7
$151
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.14K- 13.57% |
$173K - $182K
|
51.9K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-12.7K- 28.6% |
$270K - $285K
|
31.7K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 11.8% |
$291K - $306K
|
102K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26K- 32.8% |
$553K - $582K
|
53.3K
$1.15M
|