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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.11K+ 10.98% |
$33.8K - $37.3K
|
11.2K
$482K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
125K+ 125.06% |
$3.8M - $4.19M
|
225K
$9.63M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10.5KNew |
$319K - $352K
|
10.5K
$450K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$7.59K - $8.39K
|
250
$10.7K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
32.8K+ 1118.86% |
$942K - $1.07M
|
35.7K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.88K- 9.98% |
$284K - $322K
|
89.1K
$3.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
264New |
$7.58K - $8.6K
|
264
$11.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12KNew |
$346K - $392K
|
12K
$515K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
4.4K+ 4.88% |
$126K - $143K
|
94.5K
$4.05M
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
254New |
$7.35K - $8.64K
|
254
$10.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
911New |
$26.3K - $31K
|
911
$39K
|
|
| Q2 2022 | |||||||
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-314Closed |
$9.65K - $11.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21.4KClosed |
$658K - $768K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.2KClosed |
$344K - $401K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
760New |
$23.4K - $27.3K
|
760
$32.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
31.4K+ 218.44% |
$964K - $1.13M
|
45.7K
$1.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-14.7KClosed |
$452K - $528K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-928Closed |
$28.5K - $33.3K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-5.97KClosed |
$183K - $214K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.98KNew |
$205K - $225K
|
5.98K
$256K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-10.7KClosed |
$354K - $377K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.6KClosed |
$1.11M - $1.2M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-403Closed |
$10.3K - $11.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-819KClosed |
$16.6M - $20.4M
|
0
$0
|
|