Purchases and Sales Made in Q4 2021 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
299K+ 37.69% |
$7.46M - $7.83M
|
1.09M
$23.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
125K+ 35.55% |
$3.13M - $3.28M
|
477K
$10.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
86.9K+ 362.72% |
$2.17M - $2.28M
|
111K
$2.41M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
85.4KNew |
$2.13M - $2.24M
|
85.4K
$1.86M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
82.8K+ 76.4% |
$2.07M - $2.17M
|
191K
$4.16M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
67KNew |
$1.68M - $1.76M
|
67K
$1.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.1K+ 47.51% |
$1.3M - $1.37M
|
162K
$3.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
50.1K+ 94.74% |
$1.25M - $1.31M
|
103K
$2.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48.5KNew |
$1.21M - $1.27M
|
48.5K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
43.2K+ 104.74% |
$1.08M - $1.13M
|
84.5K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40.5K+ 412.24% |
$1.01M - $1.06M
|
50.3K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
34.6KNew |
$865K - $907K
|
34.6K
$753K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
33.8KNew |
$844K - $886K
|
33.8K
$735K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
27.8KNew |
$695K - $729K
|
27.8K
$605K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
27.2KNew |
$679K - $712K
|
27.2K
$591K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
27KNew |
$675K - $708K
|
27K
$587K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.9K+ 152.86% |
$672K - $705K
|
44.5K
$967K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25.6KNew |
$641K - $672K
|
25.6K
$558K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.5KNew |
$637K - $668K
|
25.5K
$554K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
23.4KNew |
$586K - $614K
|
23.4K
$509K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
23.1K+ 35.35% |
$579K - $607K
|
88.6K
$1.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23.1K+ 59.09% |
$578K - $607K
|
62.3K
$1.35M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
22.2KNew |
$554K - $581K
|
22.2K
$482K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
21.7K+ 53.52% |
$542K - $568K
|
62.2K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.1K+ 65.7% |
$478K - $501K
|
48.2K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
19K+ 131.45% |
$474K - $497K
|
33.4K
$726K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
18.5K+ 227.34% |
$463K - $486K
|
26.7K
$580K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17.8KNew |
$445K - $467K
|
17.8K
$387K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
15.7KNew |
$392K - $411K
|
15.7K
$341K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.5KNew |
$388K - $406K
|
15.5K
$337K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
15.1K+ 43.86% |
$379K - $397K
|
49.7K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15KNew |
$376K - $394K
|
15K
$327K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
14KNew |
$350K - $367K
|
14K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
13.6KNew |
$340K - $357K
|
13.6K
$296K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.2KNew |
$329K - $345K
|
13.2K
$286K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13KNew |
$325K - $341K
|
13K
$283K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12.4KNew |
$311K - $326K
|
12.4K
$270K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.7K+ 46.74% |
$292K - $306K
|
36.7K
$798K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.6KNew |
$291K - $305K
|
11.6K
$253K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$262K - $274K
|
10.5K
$228K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$251K - $263K
|
10K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10K+ 18.01% |
$251K - $263K
|
65.7K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.93KNew |
$248K - $260K
|
9.93K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.26K+ 18.62% |
$207K - $217K
|
52.6K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
8.02KNew |
$201K - $210K
|
8.02K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.99KNew |
$200K - $209K
|
7.99K
$174K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.97KNew |
$199K - $209K
|
7.97K
$173K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.9KNew |
$198K - $207K
|
7.9K
$172K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
7.88K+ 556.89% |
$197K - $207K
|
9.3K
$202K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.25K+ 16.46% |
$181K - $190K
|
51.3K
$1.11M
|