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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
983+ 36.06% |
$18.8K - $22.2K
|
3.71K
$80.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
964New |
$18.4K - $21.8K
|
964
$20.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
779New |
$14.9K - $17.6K
|
779
$16.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
659New |
$12.6K - $14.9K
|
659
$14.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
638New |
$12.2K - $14.4K
|
638
$13.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$7.65K - $9.03K
|
400
$8.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
370+ 0.71% |
$7.07K - $8.35K
|
52.6K
$1.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 2.05% |
$115 - $135
|
299
$6.49K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$281K - $341K
|
14.1K
$305K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.89K+ 59.29% |
$117K - $142K
|
15.8K
$343K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 150.73% |
$53.3K - $64.7K
|
4.44K
$96.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$9.97K - $12.1K
|
500
$10.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
450+ 1.81% |
$8.97K - $10.9K
|
25.3K
$549K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$3.99K - $4.84K
|
200
$4.34K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.09% |
$179 - $218
|
9.74K
$211K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.6KNew |
$334K - $379K
|
14.6K
$316K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2KNew |
$45.8K - $52K
|
2K
$43.4K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.15K+ 261.36% |
$26.3K - $29.9K
|
1.59K
$34.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
500New |
$11.4K - $13K
|
500
$10.8K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
100New |
$2.29K - $2.6K
|
100
$2.17K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15.7KNew |
$392K - $411K
|
15.7K
$340K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$25K - $26.2K
|
1K
$21.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$450 - $472
|
18
$390
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500New |
$12.5K - $13K
|
500
$10.8K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.86KNew |
$244K - $253K
|
9.86K
$214K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
4KNew |
$97.9K - $103K
|
4K
$86.8K
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.9KNew |
$95.5K - $100K
|
3.9K
$84.6K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
400New |
$9.79K - $10.3K
|
400
$8.68K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 1.91% |
$85.2 - $97.5
|
213
$4.62K
|
|