Latest Institutional Purchases of Strategy Shs (HNDL)
This list provides information on the latest institutional transactions involving Strategy Shs (HNDL) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
600+ 200.0% |
$11.5K - $13K
|
900
$19.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
298New |
$5.72K - $6.45K
|
298
$6.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11New |
$211 - $238
|
11
$243
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19KNew |
$393K - $414K
|
19K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.7KNew |
$345K - $363K
|
16.7K
$368K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$217K - $228K
|
10.5K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.86K+ 12.77% |
$38.4K - $40.4K
|
16.4K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.3KNew |
$26.9K - $28.3K
|
1.3K
$28.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
930+ 9.32% |
$19.3K - $20.3K
|
10.9K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
852New |
$17.6K - $18.6K
|
852
$18.8K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
384+ 960.0% |
$7.95K - $8.37K
|
424
$9.37K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$725 - $763
|
35
$773
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.7KNew |
$377K - $397K
|
17.7K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.7KNew |
$78.6K - $82.9K
|
3.7K
$81.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.91K+ 2685.92% |
$40.5K - $42.7K
|
1.98K
$43.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.68K+ 350.94% |
$35.7K - $37.7K
|
2.16K
$47.7K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$14.9K - $15.7K
|
700
$15.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$10.6K - $11.2K
|
500
$11K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
180New |
$3.83K - $4.03K
|
180
$3.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
99New |
$2.1K - $2.22K
|
99
$2.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 3.33% |
$106 - $112
|
155
$3.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$21.3 - $22.4
|
1
$22.1
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157K+ 2125.0% |
$3.29M - $3.5M
|
164K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.25KNew |
$194K - $206K
|
9.25K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9KNew |
$189K - $201K
|
9K
$199K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.61KNew |
$33.7K - $35.9K
|
1.61K
$35.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.4KNew |
$29.3K - $31.2K
|
1.4K
$30.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.01KNew |
$21.2K - $22.5K
|
1.01K
$22.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
854New |
$17.9K - $19K
|
854
$18.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
500New |
$10.5K - $11.1K
|
500
$11K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
418+ 2.37% |
$8.76K - $9.32K
|
18.1K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346New |
$7.25K - $7.71K
|
346
$7.64K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
205+ 83.33% |
$4.3K - $4.57K
|
451
$9.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
153+ 1.43% |
$3.21K - $3.41K
|
10.8K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 1.68% |
$168 - $178
|
485
$10.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2KNew |
$224K - $237K
|
11.2K
$247K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
617New |
$12.4K - $13.1K
|
617
$13.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
227New |
$4.55K - $4.81K
|
227
$5.01K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22KNew |
$447K - $467K
|
22K
$486K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$289K - $302K
|
14.3K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.6KNew |
$93.3K - $97.5K
|
4.6K
$102K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
671New |
$13.6K - $14.2K
|
671
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
534New |
$10.8K - $11.3K
|
534
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
379+ 456.63% |
$7.69K - $8.04K
|
462
$10.2K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
275New |
$5.58K - $5.84K
|
275
$6.07K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
26+ 26.26% |
$528 - $552
|
125
$2.76K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
11+ 1.82% |
$223 - $233
|
614
$13.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.05% |
$142 - $149
|
14K
$310K
|
|