Latest Institutional Transactions on Strategy Shs Day Hagan/Ned Dav (SSUS)
This table provides information on the latest institutional transactions involving Strategy Shs Day Hagan/Ned Dav (SSUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$188K - $209K
|
5.02K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15+ 3.77% |
$561 - $624
|
413
$17.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
8.38K+ 6.0% |
$313K - $348K
|
148K
$6.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
460+ 6.3% |
$17.2K - $19.1K
|
7.76K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-211K- 17.78% |
$7.9M - $8.78M
|
976K
$42.3M
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
13.4KNew |
$486K - $531K
|
13.4K
$580K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.41KNew |
$196K - $214K
|
5.41K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-650- 11.22% |
$23.6K - $25.8K
|
5.14K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 1.5% |
$3.74K - $4.09K
|
6.96K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.08K+ 12.35% |
$257K - $281K
|
64.4K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
91New |
$3.31K - $3.61K
|
91
$3.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 40.48% |
$141K - $154K
|
5.7K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-643- 3.0% |
$23.4K - $25.5K
|
20.8K
$900K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.34KNew |
$121K - $132K
|
3.34K
$145K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-315- 4.3% |
$11.4K - $12.5K
|
7K
$303K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40New |
$1.45K - $1.59K
|
40
$1.73K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.42% |
$35 - $38.5
|
240
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-489- 2.76% |
$17.1K - $18.8K
|
17.3K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.05KNew |
$212K - $232K
|
6.05K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
394New |
$13.8K - $15.1K
|
394
$17.1K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.65KNew |
$303K - $333K
|
8.65K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.38KNew |
$188K - $207K
|
5.38K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
211+ 144.52% |
$7.39K - $8.11K
|
357
$15.5K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.15KNew |
$40.2K - $44.2K
|
1.15K
$49.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.24K- 18.78% |
$43.3K - $47.5K
|
5.35K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
2.4K+ 37.98% |
$83.9K - $92.2K
|
8.71K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
38.5KNew |
$1.35M - $1.48M
|
38.5K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.63KNew |
$197K - $216K
|
5.63K
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
192New |
$6.72K - $7.38K
|
192
$8.32K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-274- 3.88% |
$8.99K - $9.89K
|
6.78K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.17K- 40.43% |
$38.4K - $42.2K
|
1.72K
$74.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.84KNew |
$225K - $247K
|
6.84K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182- 19.53% |
$5.97K - $6.57K
|
750
$32.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
13.3KNew |
$435K - $479K
|
13.3K
$574K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
5.78KNew |
$190K - $208K
|
5.78K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.3KNew |
$435K - $479K
|
13.3K
$574K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
553New |
$18.8K - $20.2K
|
553
$24K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31- 5.79% |
$1.05K - $1.13K
|
504
$21.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-828- 2.92% |
$28.2K - $30.3K
|
27.5K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-722- 1.71% |
$24.6K - $26.4K
|
41.4K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
66New |
$2.25K - $2.42K
|
66
$2.86K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-3.48K- 5.07% |
$118K - $127K
|
65.1K
$2.82M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
73.7K+ 53.39% |
$2.39M - $2.62M
|
212K
$9.18M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
73.7K+ 53.39% |
$2.39M - $2.62M
|
212K
$9.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23.8KNew |
$770K - $844K
|
23.8K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
380New |
$12.3K - $13.5K
|
380
$16.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.9K- 43.62% |
$386K - $422K
|
15.4K
$666K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$389 - $426
|
12
$520
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 121.51% |
$512K - $566K
|
30.8K
$1.33M
|
|