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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
243+ 3.5% |
$58.1K - $96.3K
|
7.18K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.72K- 2.47% |
$411K - $681K
|
67.7K
$21.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.4K+ 119.75% |
$814K - $1.35M
|
6.24K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 4.62% |
$3.59K - $5.95K
|
310
$96.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-172- 10.22% |
$41.2K - $68.2K
|
1.51K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
311+ 30.95% |
$74.4K - $123K
|
1.32K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 50.28% |
$343K - $569K
|
4.29K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
635+ 6.96% |
$152K - $252K
|
9.76K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
205+ 186.36% |
$49.1K - $81.3K
|
315
$98.1K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
428+ 35.02% |
$102K - $170K
|
1.65K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-1.38K- 9.27% |
$331K - $549K
|
13.5K
$4.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
356+ 0.7% |
$85.2K - $141K
|
51.3K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 87.5% |
$3.35K - $5.55K
|
2
$623
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-59- 22.26% |
$14.1K - $23.4K
|
206
$64.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
239+ 17.68% |
$57.2K - $94.8K
|
1.59K
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 1.79% |
$1.67K - $2.78K
|
398
$124K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.5K- 28.8% |
$358K - $594K
|
3.7K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
998+ 32.2% |
$239K - $396K
|
4.1K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.63KNew |
$868K - $1.44M
|
3.63K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
1.03KNew |
$247K - $410K
|
1.03K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
155New |
$37.1K - $61.5K
|
155
$48.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.04K+ 36.87% |
$487K - $807K
|
7.55K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-151- 13.28% |
$36.1K - $59.9K
|
986
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-227- 70.94% |
$54.3K - $90K
|
93
$29K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-103K- 24.97% |
$24.6M - $40.7M
|
309K
$96.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$1.2K - $1.98K
|
5
$1.56K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 4.16% |
$479K - $793K
|
50.1K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.04K+ 20.89% |
$249K - $413K
|
6.03K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 20.55% |
$3.59K - $5.95K
|
88
$27.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
291New |
$69.6K - $115K
|
291
$90.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 1.33% |
$1.2K - $1.98K
|
380
$118K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
484+ 69.04% |
$116K - $192K
|
1.19K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.07% |
$2.87K - $4.76K
|
1.13K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.14K+ 1022.67% |
$1.47M - $2.43M
|
6.74K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
100New |
$23.9K - $39.7K
|
100
$31.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.51KNew |
$601K - $995K
|
2.51K
$782K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7.34KNew |
$1.76M - $2.91M
|
7.34K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-238K- 99.65% |
$57.1M - $94.5M
|
830
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.39K+ 64.89% |
$332K - $550K
|
3.53K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.18KNew |
$281K - $466K
|
1.18K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 3.0% |
$718 - $1.19K
|
103
$32.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
310+ 3.66% |
$74.2K - $123K
|
8.78K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.02KNew |
$243K - $402K
|
1.02K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-355- 23.19% |
$84.9K - $141K
|
1.18K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
965+ 116.27% |
$231K - $383K
|
1.8K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-213- 3.24% |
$51K - $84.5K
|
6.37K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 1.37% |
$5.98K - $9.91K
|
1.8K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-286K- 82.9% |
$68.4M - $113M
|
59K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-302- 18.69% |
$72.3K - $120K
|
1.31K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
873+ 42.88% |
$209K - $346K
|
2.91K
$906K
|