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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.52K- 0.36% |
$91.2K - $113K
|
700K
$31.5M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-130- 0.42% |
$4.71K - $5.85K
|
30.7K
$1.38M
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-6.67K- 29.82% |
$242K - $300K
|
15.7K
$707K
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
19.8K+ 5.09% |
$718K - $891K
|
409K
$18.4M
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
169+ 2.63% |
$6.12K - $7.6K
|
6.6K
$297K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.44K- 15.42% |
$52K - $64.5K
|
7.87K
$354K
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-711- 9.82% |
$25.8K - $32K
|
6.53K
$294K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-25- 0.33% |
$906 - $1.12K
|
7.56K
$340K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-187K- 51.37% |
$6.78M - $8.42M
|
177K
$7.98M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.94KNew |
$179K - $222K
|
4.94K
$222K
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
40K+ 296.97% |
$1.45M - $1.8M
|
53.5K
$2.41M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38.2K- 3.05% |
$1.52M - $1.68M
|
1.21M
$54.6M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.9K- 1.44% |
$476K - $525K
|
816K
$36.7M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 3.13% |
$395K - $436K
|
326K
$14.7M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-178- 12.46% |
$7.1K - $7.83K
|
1.25K
$56.3K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.6K- 5.89% |
$2.26M - $2.49M
|
904K
$40.7M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.1K- 4.26% |
$961K - $1.06M
|
541K
$24.3M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.49K- 13.52% |
$179K - $197K
|
28.7K
$1.29M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2- 0.04% |
$79.8 - $87.9
|
5.06K
$228K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
147+ 2.17% |
$5.87K - $6.46K
|
6.91K
$311K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-52.1K- 10.39% |
$2.08M - $2.29M
|
450K
$20.2M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41.5K+ 147.2% |
$1.66M - $1.83M
|
69.7K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.55K- 12.64% |
$62K - $68.3K
|
10.7K
$483K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-78- 60.94% |
$3.11K - $3.43K
|
50
$2.25K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.23K- 3.95% |
$129K - $142K
|
78.5K
$3.53M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85K+ 45.08% |
$273K - $301K
|
22K
$992K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
382New |
$15.2K - $16.8K
|
382
$17.2K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
37.1KNew |
$1.48M - $1.63M
|
37.1K
$1.67M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-289K- 16.77% |
$11.6M - $12.7M
|
1.44M
$64.7M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.05K- 54.87% |
$122K - $134K
|
2.51K
$113K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.19K+ 6.15% |
$87.3K - $96.2K
|
37.8K
$1.7M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.08K- 1.64% |
$123K - $136K
|
185K
$8.32M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-956- 3.5% |
$38.2K - $42K
|
26.4K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.4KNew |
$1.41M - $1.56M
|
35.4K
$1.6M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.9K- 2.23% |
$515K - $568K
|
565K
$25.4M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7KNew |
$279K - $308K
|
7K
$315K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 5.34% |
$457K - $504K
|
226K
$10.2M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-911- 4.68% |
$36.4K - $40.1K
|
18.6K
$836K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.83K+ 3.07% |
$113K - $124K
|
94.9K
$4.27M
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-15- 0.17% |
$599 - $660
|
8.99K
$405K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
8.31K+ 3.95% |
$332K - $365K
|
219K
$9.85M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
542New |
$21.6K - $23.8K
|
542
$24.4K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 4.44% |
$810K - $892K
|
478K
$21.5M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5+ 1.34% |
$200 - $220
|
377
$17K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.76K- 59.29% |
$270K - $297K
|
4.64K
$209K
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-725- 4.0% |
$28.9K - $31.9K
|
17.4K
$783K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
652+ 41.27% |
$26K - $28.7K
|
2.23K
$100K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-91.6K- 10.51% |
$3.65M - $4.03M
|
779K
$35.1M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.4K- 2.67% |
$176K - $193K
|
160K
$7.21M
|