Latest Institutional Transactions on Microstrategy Inc (MSTR)
This table provides information on the latest institutional transactions involving Microstrategy Inc (MSTR) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.97K+ 145.96% |
$483K - $1.41M
|
5K
$1.49M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
750New |
$122K - $355K
|
750
$223K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.03KNew |
$330K - $960K
|
2.03K
$603K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$287K - $836K
|
1.77K
$525K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-118K- 98.4% |
$19.2M - $55.8M
|
1.91K
$569K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 1.45% |
$3.9K - $11.4K
|
1.68K
$501K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
188+ 1880.0% |
$30.6K - $89.1K
|
198
$58.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
57.9KNew |
$9.42M - $27.4M
|
57.9K
$17.2M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.41KNew |
$392K - $1.14M
|
2.41K
$717K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.33KNew |
$379K - $1.1M
|
2.33K
$693K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
200New |
$32.5K - $94.8K
|
200
$59.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.03KNew |
$167K - $487K
|
1.03K
$306K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$1.95K - $5.69K
|
12
$3.57K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$258K - $752K
|
1.59K
$472K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.42K+ 93.5% |
$232K - $674K
|
2.95K
$876K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-488- 21.13% |
$79.4K - $231K
|
1.82K
$542K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
500New |
$81.3K - $237K
|
500
$149K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
185New |
$30.1K - $87.7K
|
185
$55K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.68KNew |
$1.25M - $3.64M
|
7.68K
$2.29M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.58K- 46.63% |
$257K - $747K
|
1.81K
$537K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
330New |
$53.7K - $156K
|
330
$98.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.38KNew |
$224K - $652K
|
1.38K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
200+ 28.17% |
$32.5K - $94.8K
|
910
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$5.95K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
7.14KNew |
$1.16M - $3.38M
|
7.14K
$2.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.08KNew |
$176K - $512K
|
1.08K
$321K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274+ 171.25% |
$44.6K - $130K
|
434
$129K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.66K- 21.92% |
$1.08M - $3.16M
|
23.7K
$7.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-47.5K- 58.66% |
$7.72M - $22.5M
|
33.5K
$9.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
5.82M+ 20208.73% |
$947M - $2.76B
|
5.85M
$1.74B
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.1K+ 5.45% |
$504K - $1.47M
|
60K
$17.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
3.88KNew |
$632K - $1.84M
|
3.88K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
30KNew |
$4.89M - $14.2M
|
30K
$8.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$7.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.64K+ 72.1% |
$917K - $2.67M
|
13.5K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26.6K- 81.58% |
$4.33M - $12.6M
|
6.01K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
118KNew |
$19.2M - $55.9M
|
118K
$35.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
PUT |
757K+ 10.86% |
$123M - $358M
|
7.72M
$2.3B
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-361- 0.09% |
$58.7K - $171K
|
399K
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-40.1K- 39.47% |
$6.52M - $19M
|
61.5K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.48KNew |
$241K - $703K
|
1.48K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.51KNew |
$408K - $1.19M
|
2.51K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 1.03% |
$183K - $533K
|
111K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$185K - $538K
|
1.14K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
8.95K+ 126.77% |
$1.46M - $4.24M
|
16K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
744New |
$121K - $353K
|
744
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-296K- 62.81% |
$48.2M - $140M
|
175K
$52.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
PUT |
15KNew |
$2.44M - $7.11M
|
15K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
36.8KNew |
$5.99M - $17.5M
|
36.8K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$610K - $1.78M
|
3.75K
$1.12M
|