Purchases and Sales Made in Q4 2025 in Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.87K+ 4.92% |
$107K - $110K
|
104K
$2.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.47K+ 14.14% |
$32.3K - $33K
|
11.8K
$261K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
783+ 1.81% |
$17.2K - $17.7K
|
44K
$972K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
118+ 1180.0% |
$2.6K - $2.66K
|
128
$2.83K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59+ 0.33% |
$1.3K - $1.33K
|
18.1K
$399K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34+ 0.08% |
$749 - $767
|
40.2K
$888K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.01% |
$44.1 - $45.1
|
14.8K
$326K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-149- 0.91% |
$3.28K - $3.36K
|
16.3K
$360K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-410- 4.29% |
$9.03K - $9.25K
|
9.15K
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.04K- 8.66% |
$44.9K - $45.9K
|
21.5K
$474K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.25K- 24.02% |
$71.7K - $73.4K
|
10.3K
$227K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.44K- 36.74% |
$120K - $123K
|
9.37K
$207K
|
|