Latest Institutional Transactions on Strategy Shs (HNDL)
This table provides information on the latest institutional transactions involving Strategy Shs (HNDL) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
39+ 0.48% |
$835 - $869
|
8.23K
$182K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
102New |
$2.18K - $2.27K
|
102
$2.25K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 3.92% |
$171 - $178
|
212
$4.68K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.85KNew |
$189K - $197K
|
8.85K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-731- 1.2% |
$15.7K - $16.3K
|
60K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$288K - $299K
|
13.4K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
159KNew |
$3.39M - $3.53M
|
159K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
502New |
$10.7K - $11.2K
|
502
$11.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70- 0.03% |
$1.5K - $1.56K
|
205K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-177- 1.67% |
$3.79K - $3.94K
|
10.4K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
47+ 20.52% |
$1.01K - $1.05K
|
276
$6.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22KNew |
$471K - $490K
|
22K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02K+ 8.88% |
$21.8K - $22.7K
|
12.5K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.63K+ 8.92% |
$99K - $103K
|
56.5K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.06K- 6.2% |
$44K - $45.8K
|
31.1K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 22.04% |
$22.5K - $23.4K
|
3.71K
$82K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.19K+ 6.46% |
$89.6K - $93.3K
|
69K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$220K - $229K
|
10.3K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 34.44% |
$735K - $764K
|
134K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-94.5K- 69.2% |
$2.02M - $2.11M
|
42.1K
$930K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
28.4KNew |
$608K - $633K
|
28.4K
$627K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101Closed |
$2.16K - $2.25K
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
775+ 0.79% |
$16.6K - $17.3K
|
98.9K
$2.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.02KNew |
$43.2K - $44.9K
|
2.02K
$44.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-488- 4.64% |
$10.4K - $10.9K
|
10K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 88.17% |
$250K - $260K
|
24.9K
$551K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-772- 5.97% |
$16.5K - $17.2K
|
12.2K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 3.17% |
$256K - $266K
|
389K
$8.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.18K- 5.08% |
$46.6K - $48.5K
|
40.7K
$899K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.09K- 0.91% |
$152K - $158K
|
768K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.45K- 12.29% |
$31K - $32.2K
|
10.3K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 1.88% |
$47.8K - $49.8K
|
117K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
58+ 18.77% |
$1.24K - $1.29K
|
367
$8.11K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
235New |
$5.03K - $5.24K
|
235
$5.19K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2+ 0.11% |
$42.8 - $44.6
|
1.84K
$40.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45+ 0.33% |
$963 - $1K
|
13.5K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.44K- 18.74% |
$181K - $188K
|
36.6K
$808K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
8+ 1.6% |
$171 - $178
|
508
$11.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-135- 93.1% |
$2.89K - $3.01K
|
10
$221
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.43K- 82.06% |
$52.1K - $54.2K
|
532
$11.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.11% |
$514 - $535
|
21.8K
$481K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
157+ 0.3% |
$3.36K - $3.5K
|
52.2K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$64.2 - $66.8
|
9.32K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
229+ 3.42% |
$4.9K - $5.1K
|
6.93K
$153K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 71.79% |
$599 - $624
|
67
$1.48K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.07K- 10.65% |
$109K - $113K
|
42.5K
$940K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
178+ 0.77% |
$3.81K - $3.97K
|
23.2K
$512K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.01K- 5.27% |
$42.9K - $44.7K
|
36K
$796K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-696- 4.84% |
$14.9K - $15.5K
|
13.7K
$303K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-373- 2.22% |
$7.99K - $8.31K
|
16.4K
$363K
|
|