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
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-218- 1.22% |
$4.63K - $4.88K
|
17.6K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-221- 2.5% |
$4.7K - $4.95K
|
8.62K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-248- 78.98% |
$5.27K - $5.56K
|
66
$1.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-341- 2.68% |
$7.25K - $7.64K
|
12.4K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 1.67% |
$12.8K - $13.4K
|
35.4K
$741K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-643- 2.65% |
$13.7K - $14.4K
|
23.6K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-652- 24.34% |
$13.9K - $14.6K
|
2.03K
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-895- 2.45% |
$19K - $20K
|
35.6K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-926- 2.34% |
$19.7K - $20.7K
|
38.7K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-974- 1.15% |
$20.7K - $21.8K
|
84K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-995- 1.53% |
$21.1K - $22.3K
|
63.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 1.21% |
$27.7K - $29.2K
|
106K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.89K- 22.78% |
$40.2K - $42.4K
|
6.42K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.19K- 17.54% |
$46.5K - $49K
|
10.3K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 15.07% |
$46.8K - $49.3K
|
12.4K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.31K- 7.31% |
$49.1K - $51.7K
|
29.3K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 78.44% |
$51.4K - $54.2K
|
665
$13.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.98K- 16.33% |
$63.2K - $66.6K
|
15.2K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.31K- 65.41% |
$70.3K - $74.1K
|
1.75K
$36.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.62K- 24.38% |
$77K - $81.2K
|
11.2K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.91K- 3.52% |
$104K - $110K
|
134K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.74K- 12.21% |
$143K - $151K
|
48.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-6.98K- 1.52% |
$148K - $156K
|
452K
$9.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.88K- 99.91% |
$167K - $176K
|
7
$147
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.14K- 13.57% |
$173K - $182K
|
51.9K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-12.7K- 28.6% |
$270K - $285K
|
31.7K
$665K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 11.8% |
$291K - $306K
|
102K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.8K- 38.28% |
$400K - $421K
|
30.3K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26K- 32.8% |
$553K - $582K
|
53.3K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.8K- 3.52% |
$612K - $645K
|
790K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-95.4K- 42.86% |
$2.03M - $2.14M
|
127K
$2.67M
|