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 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-32.9K- 4.27% |
$1.48M - $1.59M
|
737K
$35.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
11+ 0.15% |
$494 - $531
|
7.57K
$365K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-129- 0.12% |
$5.79K - $6.23K
|
106K
$5.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.59K+ 113.18% |
$251K - $270K
|
10.5K
$508K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.7K- 8.15% |
$2.67M - $3.31M
|
831K
$40M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.42K- 63.71% |
$51.5K - $63.9K
|
810
$39.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-437- 7.18% |
$15.8K - $19.7K
|
5.65K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7New |
$254 - $315
|
7
$338
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-2.16K- 2.27% |
$78.1K - $97K
|
92.8K
$4.47M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2- 0.04% |
$79.8 - $87.9
|
5.06K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85K+ 45.08% |
$273K - $301K
|
22K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-78- 60.94% |
$3.11K - $3.43K
|
50
$2.41K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
37.1KNew |
$1.48M - $1.63M
|
37.1K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.9K- 2.23% |
$515K - $568K
|
565K
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-911- 4.68% |
$36.4K - $40.1K
|
18.6K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7KNew |
$279K - $308K
|
7K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.76K- 59.29% |
$270K - $297K
|
4.64K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7New |
$279 - $308
|
7
$338
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.3K- 19.03% |
$51.9K - $57.2K
|
5.53K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-911- 5.21% |
$36.4K - $40.1K
|
16.6K
$799K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.64K- 14.24% |
$65.4K - $72K
|
9.86K
$476K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.17K- 3.91% |
$46.7K - $51.5K
|
28.8K
$1.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4K- 70.96% |
$160K - $176K
|
1.64K
$78.9K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.71KNew |
$235K - $252K
|
5.71K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
915+ 0.66% |
$37.7K - $40.3K
|
141K
$6.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
19+ 4.6% |
$782 - $837
|
432
$20.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.52% |
$41.2 - $44.1
|
193
$9.31K
|
|
| Q3 2024 | |||||||
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-382- 4.17% |
$14.3K - $15.9K
|
8.77K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21.6KClosed |
$807K - $898K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-338- 0.51% |
$12.6K - $14.1K
|
65.7K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.54K- 29.91% |
$57.6K - $64.1K
|
3.61K
$174K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-28- 0.45% |
$1.05K - $1.16K
|
6.15K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.9K- 1.98% |
$668K - $743K
|
886K
$42.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.9K- 2.64% |
$818K - $910K
|
806K
$38.9M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 1.5% |
$3.74K - $4.09K
|
6.96K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-650- 11.22% |
$23.6K - $25.8K
|
5.14K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
91New |
$3.31K - $3.61K
|
91
$4.39K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-643- 3.0% |
$23.4K - $25.5K
|
20.8K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.34KNew |
$121K - $132K
|
3.34K
$161K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-315- 4.3% |
$11.4K - $12.5K
|
7K
$338K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40New |
$1.45K - $1.59K
|
40
$1.93K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.84KClosed |
$240K - $263K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-489- 2.76% |
$17.1K - $18.8K
|
17.3K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
394New |
$13.8K - $15.1K
|
394
$19K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.38KNew |
$188K - $207K
|
5.38K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.65KNew |
$303K - $333K
|
8.65K
$417K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.15KNew |
$40.2K - $44.2K
|
1.15K
$55.4K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
211+ 144.52% |
$7.39K - $8.11K
|
357
$17.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.24K- 18.78% |
$43.3K - $47.5K
|
5.35K
$258K
|
|