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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.64K- 14.24% |
$65.4K - $72K
|
9.86K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-911- 5.21% |
$36.4K - $40.1K
|
16.6K
$711K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.17K- 3.91% |
$46.7K - $51.5K
|
28.8K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.08K+ 2.16% |
$43.1K - $47.5K
|
51.1K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.1K- 3.44% |
$43.8K - $48.3K
|
30.8K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
25.7K+ 3.79% |
$1.02M - $1.13M
|
703K
$30.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
199K+ 120.6% |
$7.95M - $8.76M
|
364K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 0.66% |
$2K - $2.2K
|
7.58K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-209- 3.62% |
$8.34K - $9.19K
|
5.56K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
117K+ 271.68% |
$4.65M - $5.13M
|
160K
$6.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4K- 70.96% |
$160K - $176K
|
1.64K
$70.2K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
42K+ 200.1% |
$1.73M - $1.85M
|
63K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 0.68% |
$1.69K - $1.81K
|
6.09K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40New |
$1.65K - $1.76K
|
40
$1.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.58K- 65.86% |
$65.2K - $69.8K
|
821
$35.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.71KNew |
$235K - $252K
|
5.71K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
915+ 0.66% |
$37.7K - $40.3K
|
141K
$6.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
19+ 4.6% |
$782 - $837
|
432
$18.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.52% |
$41.2 - $44.1
|
193
$8.28K
|
|
| Q3 2024 | |||||||
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-382- 4.17% |
$14.3K - $15.9K
|
8.77K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21.6KClosed |
$807K - $898K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-338- 0.51% |
$12.6K - $14.1K
|
65.7K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.54K- 29.91% |
$57.6K - $64.1K
|
3.61K
$155K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-28- 0.45% |
$1.05K - $1.16K
|
6.15K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-233- 2.44% |
$8.71K - $9.69K
|
9.31K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.9K- 1.98% |
$668K - $743K
|
886K
$38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.9K- 2.64% |
$818K - $910K
|
806K
$34.6M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.41KNew |
$196K - $214K
|
5.41K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 1.5% |
$3.74K - $4.09K
|
6.96K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-650- 11.22% |
$23.6K - $25.8K
|
5.14K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
91New |
$3.31K - $3.61K
|
91
$3.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 40.48% |
$141K - $154K
|
5.7K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-643- 3.0% |
$23.4K - $25.5K
|
20.8K
$890K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.34KNew |
$121K - $132K
|
3.34K
$143K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-315- 4.3% |
$11.4K - $12.5K
|
7K
$300K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40New |
$1.45K - $1.59K
|
40
$1.72K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
394New |
$13.8K - $15.1K
|
394
$16.9K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-489- 2.76% |
$17.1K - $18.8K
|
17.3K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.65KNew |
$303K - $333K
|
8.65K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.38KNew |
$188K - $207K
|
5.38K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.15KNew |
$40.2K - $44.2K
|
1.15K
$49.3K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
211+ 144.52% |
$7.39K - $8.11K
|
357
$15.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.24K- 18.78% |
$43.3K - $47.5K
|
5.35K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
2.4K+ 37.98% |
$83.9K - $92.2K
|
8.71K
$373K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
38.5KNew |
$1.35M - $1.48M
|
38.5K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.63KNew |
$197K - $216K
|
5.63K
$241K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-274- 3.88% |
$8.99K - $9.89K
|
6.78K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.84KNew |
$225K - $247K
|
6.84K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
13.3KNew |
$435K - $479K
|
13.3K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
5.78KNew |
$190K - $208K
|
5.78K
$248K
|
|