Latest Institutional Purchases of Strategy Shs Day Hagan/Ned Dav (SSUS)
This list provides information on the latest institutional transactions involving Strategy Shs Day Hagan/Ned Dav (SSUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
290K+ 52.38% |
$10.8M - $12M
|
842K
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
74.3KNew |
$2.78M - $3.09M
|
74.3K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.9K+ 26.2% |
$669K - $745K
|
86.3K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.8K+ 9.21% |
$591K - $658K
|
188K
$8M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.72K+ 2.59% |
$364K - $404K
|
385K
$16.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
8.38K+ 6.0% |
$313K - $348K
|
148K
$6.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$188K - $209K
|
5.02K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.39K+ 0.87% |
$164K - $183K
|
506K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 67.3% |
$119K - $133K
|
7.93K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.53K+ 0.43% |
$94.4K - $105K
|
596K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.41KNew |
$89.9K - $100K
|
2.41K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.33K+ 8.76% |
$49.6K - $55.1K
|
16.5K
$702K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24K+ 3.61% |
$46.2K - $51.4K
|
35.5K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.04K+ 9.15% |
$38.7K - $43.1K
|
12.4K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
474+ 3.21% |
$17.7K - $19.7K
|
15.2K
$650K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
460+ 6.3% |
$17.2K - $19.1K
|
7.76K
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
332+ 0.08% |
$12.4K - $13.8K
|
409K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
304+ 0.87% |
$11.4K - $12.6K
|
35.1K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
128New |
$4.79K - $5.32K
|
128
$5.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127+ 0.21% |
$4.75K - $5.28K
|
61.4K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
16+ 0.18% |
$598 - $665
|
9K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15+ 3.77% |
$561 - $624
|
413
$17.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
13.4KNew |
$486K - $531K
|
13.4K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.08K+ 12.35% |
$257K - $281K
|
64.4K
$2.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.41KNew |
$196K - $214K
|
5.41K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.34KNew |
$121K - $132K
|
3.34K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 1.5% |
$3.74K - $4.09K
|
6.96K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
91New |
$3.31K - $3.61K
|
91
$3.88K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40New |
$1.45K - $1.59K
|
40
$1.71K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
38.5KNew |
$1.35M - $1.48M
|
38.5K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.65KNew |
$303K - $333K
|
8.65K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.05KNew |
$212K - $232K
|
6.05K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.63KNew |
$197K - $216K
|
5.63K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.38KNew |
$188K - $207K
|
5.38K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
2.4K+ 37.98% |
$83.9K - $92.2K
|
8.71K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.15KNew |
$40.2K - $44.2K
|
1.15K
$49K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
394New |
$13.8K - $15.1K
|
394
$16.8K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
211+ 144.52% |
$7.39K - $8.11K
|
357
$15.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
192New |
$6.72K - $7.38K
|
192
$8.19K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.42% |
$35 - $38.5
|
240
$10.2K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
13.3KNew |
$435K - $479K
|
13.3K
$566K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3KNew |
$435K - $479K
|
13.3K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.84KNew |
$225K - $247K
|
6.84K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
5.78KNew |
$190K - $208K
|
5.78K
$246K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
553New |
$18.8K - $20.2K
|
553
$23.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
66New |
$2.25K - $2.42K
|
66
$2.81K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
73.7K+ 53.39% |
$2.39M - $2.62M
|
212K
$9.04M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
73.7K+ 53.39% |
$2.39M - $2.62M
|
212K
$9.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23.8KNew |
$770K - $844K
|
23.8K
$1.01M
|
|