Latest Institutional Transactions on Strategy Shs Day Hagan/Ned Dav (SSUS)
This table provides information on the latest institutional transactions involving Strategy Shs Day Hagan/Ned Dav (SSUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
75.4KNew |
$3.1M - $3.32M
|
75.4K
$3.01M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 35.97% |
$419K - $449K
|
18.1K
$723K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.2KNew |
$1.16M - $1.24M
|
28.2K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
42K+ 200.1% |
$1.73M - $1.85M
|
63K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.6K- 1.62% |
$846K - $906K
|
1.25M
$49.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.43KNew |
$58.8K - $62.9K
|
1.43K
$57K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40New |
$1.65K - $1.76K
|
40
$1.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.18K- 25.36% |
$172K - $184K
|
12.3K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-59- 0.1% |
$2.43K - $2.6K
|
61.3K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.38K- 29.95% |
$97.8K - $105K
|
5.56K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.3K+ 1.95% |
$755K - $808K
|
961K
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 3.61% |
$453K - $486K
|
316K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-277K- 32.92% |
$11.4M - $12.2M
|
565K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.85K+ 23.05% |
$117K - $125K
|
15.2K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.59K- 45.28% |
$230K - $247K
|
6.76K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.07KNew |
$209K - $223K
|
5.07K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.08K- 5.91% |
$85.8K - $91.8K
|
33.2K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 0.68% |
$1.69K - $1.81K
|
6.09K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$469K - $502K
|
11.4K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.5K- 1.25% |
$432K - $463K
|
827K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.72K- 1.64% |
$277K - $296K
|
402K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-239- 0.29% |
$9.84K - $10.5K
|
81.7K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
532+ 1.52% |
$21.9K - $23.4K
|
35.6K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-904- 2.55% |
$37.2K - $39.8K
|
34.5K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 2.91% |
$533K - $570K
|
457K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.58K- 65.86% |
$65.2K - $69.8K
|
821
$32.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.02K- 5.52% |
$42K - $45K
|
17.5K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.7K- 3.14% |
$772K - $826K
|
578K
$23.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.7K+ 10.08% |
$809K - $866K
|
215K
$8.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26+ 0.03% |
$1.07K - $1.15K
|
102K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 79.33% |
$497K - $533K
|
27.3K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-144- 8.35% |
$5.93K - $6.35K
|
1.58K
$63.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-269- 0.89% |
$11.1K - $11.9K
|
30K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.54K- 0.9% |
$187K - $200K
|
502K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.73MNew |
$71M - $76.1M
|
1.73M
$68.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
62.4K+ 42.12% |
$2.57M - $2.75M
|
210K
$8.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
372New |
$15.3K - $16.4K
|
372
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
242+ 0.13% |
$9.96K - $10.7K
|
188K
$7.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.14KNew |
$335K - $359K
|
8.14K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.71KNew |
$235K - $252K
|
5.71K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106K- 10.81% |
$4.34M - $4.65M
|
871K
$34.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.02K- 4.98% |
$42K - $45K
|
19.5K
$778K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-97- 1.4% |
$3.99K - $4.27K
|
6.83K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.18K+ 2.41% |
$48.5K - $52K
|
50K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6+ 0.07% |
$247 - $264
|
9K
$359K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
915+ 0.66% |
$37.7K - $40.3K
|
141K
$5.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
26.2KNew |
$1.08M - $1.15M
|
26.2K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
8.91K+ 2.32% |
$367K - $392K
|
394K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.59K- 2.72% |
$189K - $202K
|
164K
$6.56M
|