Purchases and Sales Made in Q2 2025 in Strategy Shs Day Hagan/Ned Dav (SSUS)
This table provides information about the institutional ownership of Strategy Shs Day Hagan/Ned Dav (SSUS) during Q2 2025. The information is specifically focused on institutions that hold shares of STRATEGY SHS DAY HAGAN/NED DAV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
40K+ 296.97% |
$1.45M - $1.8M
|
53.5K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
19.8K+ 5.09% |
$718K - $891K
|
409K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.94KNew |
$179K - $222K
|
4.94K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
169+ 2.63% |
$6.12K - $7.6K
|
6.6K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-25- 0.33% |
$906 - $1.12K
|
7.56K
$340K
|
|
|
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
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-711- 9.82% |
$25.8K - $32K
|
6.53K
$294K
|
|
|
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
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-6.67K- 29.82% |
$242K - $300K
|
15.7K
$707K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-187K- 51.37% |
$6.78M - $8.42M
|
177K
$7.98M
|