Purchases and Sales Made in Q3 2025 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
159KNew |
$3.39M - $3.53M
|
159K
$3.5M
|
|
|
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
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
28.4KNew |
$608K - $633K
|
28.4K
$627K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22KNew |
$471K - $490K
|
22K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$288K - $299K
|
13.4K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 3.17% |
$256K - $266K
|
389K
$8.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 88.17% |
$250K - $260K
|
24.9K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$220K - $229K
|
10.3K
$227K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
10.1KNew |
$216K - $225K
|
10.1K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.84KNew |
$211K - $219K
|
9.84K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.28KNew |
$199K - $207K
|
9.28K
$205K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.85KNew |
$189K - $197K
|
8.85K
$196K
|
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.19K+ 6.46% |
$89.6K - $93.3K
|
69K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.02KNew |
$43.2K - $44.9K
|
2.02K
$44.5K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1KNew |
$21.4K - $22.3K
|
1K
$22.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
775+ 0.79% |
$16.6K - $17.3K
|
98.9K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
502New |
$10.7K - $11.2K
|
502
$11.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
365+ 3.1% |
$7.81K - $8.13K
|
12.1K
$268K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
289+ 1.68% |
$6.19K - $6.44K
|
17.4K
$385K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
235New |
$5.03K - $5.24K
|
235
$5.19K
|
|
|
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
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
178+ 0.77% |
$3.81K - $3.97K
|
23.2K
$512K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
157+ 0.3% |
$3.36K - $3.5K
|
52.2K
$1.15M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
102New |
$2.18K - $2.27K
|
102
$2.25K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59+ 0.15% |
$1.26K - $1.31K
|
40.2K
$887K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
58+ 18.77% |
$1.24K - $1.29K
|
367
$8.11K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
47+ 20.52% |
$1.01K - $1.05K
|
276
$6.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45+ 0.33% |
$963 - $1K
|
13.5K
$299K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
39+ 0.48% |
$835 - $869
|
8.23K
$182K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 71.79% |
$599 - $624
|
67
$1.48K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.11% |
$514 - $535
|
21.8K
$481K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 733.33% |
$471 - $490
|
25
$552
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
8+ 1.6% |
$171 - $178
|
508
$11.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 3.92% |
$171 - $178
|
212
$4.68K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
3New |
$64.2 - $66.8
|
3
$66.3
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$64.2 - $66.8
|
9.32K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.02% |
$64.2 - $66.8
|
14.8K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2+ 0.11% |
$42.8 - $44.6
|
1.84K
$40.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70- 0.03% |
$1.5K - $1.56K
|
205K
$4.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101Closed |
$2.16K - $2.25K
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-135- 93.1% |
$2.89K - $3.01K
|
10
$221
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-177- 1.67% |
$3.79K - $3.94K
|
10.4K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-192- 1.06% |
$4.11K - $4.28K
|
18K
$397K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-373- 2.22% |
$7.99K - $8.31K
|
16.4K
$363K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-488- 4.64% |
$10.4K - $10.9K
|
10K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-696- 4.84% |
$14.9K - $15.5K
|
13.7K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-731- 1.2% |
$15.7K - $16.3K
|
60K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-772- 5.97% |
$16.5K - $17.2K
|
12.2K
$269K
|
|