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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
3New |
$64.2 - $66.8
|
3
$66.3
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.84KNew |
$211K - $219K
|
9.84K
$217K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
365+ 3.1% |
$7.81K - $8.13K
|
12.1K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.22K- 13.05% |
$47.6K - $49.5K
|
14.8K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.21K- 9.99% |
$25.9K - $26.9K
|
10.9K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 19.88% |
$262K - $273K
|
49.4K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59+ 0.15% |
$1.26K - $1.31K
|
40.2K
$887K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.28KNew |
$199K - $207K
|
9.28K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 733.33% |
$471 - $490
|
25
$552
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 48.27% |
$317K - $330K
|
15.8K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$64.2 - $66.8
|
14.8K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.45K- 2.28% |
$52.4K - $54.5K
|
105K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 12.66% |
$29.7K - $30.9K
|
9.56K
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$216K - $225K
|
10.1K
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-7.24K- 14.35% |
$155K - $161K
|
43.2K
$954K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-192- 1.06% |
$4.11K - $4.28K
|
18K
$397K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.52K- 16.81% |
$75.3K - $78.4K
|
17.4K
$385K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-7.98K- 25.35% |
$171K - $178K
|
23.5K
$519K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
289+ 1.68% |
$6.19K - $6.44K
|
17.4K
$385K
|
|
| Q2 2025 | |||||||
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-81- 12.54% |
$1.56K - $1.75K
|
565
$12.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 1200.0% |
$23K - $26K
|
1.3K
$28.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
63.7KNew |
$1.22M - $1.38M
|
63.7K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.47KNew |
$28.2K - $31.8K
|
1.47K
$32.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3KNew |
$274K - $309K
|
14.3K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.92KNew |
$152K - $172K
|
7.92K
$175K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.14K- 4.84% |
$41K - $46.3K
|
42K
$928K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.2KNew |
$293K - $330K
|
15.2K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
298New |
$5.72K - $6.45K
|
298
$6.58K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-500- 99.01% |
$9.6K - $10.8K
|
5
$110
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-459- 4.14% |
$8.81K - $9.94K
|
10.6K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.29KNew |
$178K - $201K
|
9.29K
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
600+ 200.0% |
$11.5K - $13K
|
900
$19.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-140- 1.33% |
$2.69K - $3.03K
|
10.4K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11New |
$211 - $238
|
11
$243
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
64.8KNew |
$1.24M - $1.4M
|
64.8K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10.1KNew |
$194K - $219K
|
10.1K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
782New |
$15K - $16.9K
|
782
$17.3K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-513- 51.3% |
$10.6K - $11.2K
|
487
$10.8K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$217K - $228K
|
10.5K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
930+ 9.32% |
$19.3K - $20.3K
|
10.9K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19KNew |
$393K - $414K
|
19K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
384+ 960.0% |
$7.95K - $8.37K
|
424
$9.37K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.7KNew |
$345K - $363K
|
16.7K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$725 - $763
|
35
$773
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.3KNew |
$26.9K - $28.3K
|
1.3K
$28.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 4.44% |
$124 - $131
|
129
$2.85K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
852New |
$17.6K - $18.6K
|
852
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-400- 3.23% |
$8.28K - $8.72K
|
12K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.86K+ 12.77% |
$38.4K - $40.4K
|
16.4K
$362K
|
|