Purchases and Sales Made in Q3 2024 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q3 2024. The information is specifically focused on institutions that hold shares of STRATEGY SHS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-432- 1.93% |
$9.05K - $9.63K
|
21.9K
$476K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-450- 52.94% |
$9.43K - $10K
|
400
$8.68K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-476- 5.11% |
$9.98K - $10.6K
|
8.84K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-481- 15.22% |
$10.1K - $10.7K
|
2.68K
$58.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-532- 1.43% |
$11.2K - $11.9K
|
36.7K
$795K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-625- 1.39% |
$13.1K - $13.9K
|
44.4K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-850- 2.31% |
$17.8K - $18.9K
|
36K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-873- 6.9% |
$18.3K - $19.5K
|
11.8K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 9.74% |
$21.8K - $23.1K
|
9.62K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.12K- 6.6% |
$23.4K - $24.9K
|
15.8K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.15K- 5.94% |
$24.1K - $25.6K
|
18.2K
$395K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.31K- 7.27% |
$27.5K - $29.3K
|
16.8K
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.71K- 17.06% |
$35.8K - $38.1K
|
8.32K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.02K- 1.71% |
$42.3K - $44.9K
|
116K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.08K- 3.1% |
$43.5K - $46.3K
|
64.8K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.18K- 8.26% |
$45.7K - $48.6K
|
24.2K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-2.27K- 81.85% |
$47.6K - $50.6K
|
503
$10.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 29.47% |
$55.5K - $59K
|
6.34K
$137K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.01K- 7.62% |
$63K - $67K
|
36.5K
$791K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.02K- 16.96% |
$63.2K - $67.2K
|
14.8K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.44K- 46.45% |
$72K - $76.6K
|
3.96K
$86K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.08K- 20.02% |
$85.6K - $91K
|
16.3K
$354K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.22K- 6.97% |
$88.5K - $94.1K
|
56.4K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.5K- 28.85% |
$94.3K - $100K
|
11.1K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.84K- 26.38% |
$101K - $108K
|
13.5K
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.28K- 7.34% |
$132K - $140K
|
79.3K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.81K- 97.85% |
$143K - $152K
|
150
$3.25K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.89K- 12.69% |
$165K - $176K
|
54.3K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.85K- 19.9% |
$207K - $220K
|
39.7K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-16.1K- 21.18% |
$338K - $359K
|
60K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 2.78% |
$491K - $523K
|
818K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-33K- 12.91% |
$692K - $736K
|
223K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.1K- 82.44% |
$1.05M - $1.12M
|
10.7K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.8K- 40.37% |
$1.53M - $1.62M
|
108K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-146K- 72.51% |
$3.05M - $3.25M
|
55.2K
$1.2M
|