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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-20- 6.35% |
$4K - $7.19K
|
295
$58.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
6.8K+ 5.4% |
$1.36M - $2.45M
|
133K
$26.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 3.87% |
$4.19K - $7.55K
|
563
$112K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 66.67% |
$2K - $3.6K
|
25
$4.99K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
15+ 150.0% |
$3K - $5.4K
|
25
$4.99K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
7+ 30.43% |
$1.4K - $2.52K
|
30
$5.99K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.45K- 73.93% |
$688K - $1.24M
|
1.22K
$243K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
CALL |
-1.5K- 37.5% |
$300K - $540K
|
2.5K
$499K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.66KNew |
$332K - $597K
|
1.66K
$332K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 6.77% |
$260K - $468K
|
17.9K
$3.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-315- 0.59% |
$62.9K - $113K
|
53.2K
$10.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39+ 81.25% |
$7.79K - $14K
|
87
$17.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.91K- 72.12% |
$1.78M - $3.2M
|
3.44K
$688K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3.6K+ 75.25% |
$719K - $1.29M
|
8.38K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.7K- 12.67% |
$1.14M - $2.05M
|
39.3K
$7.85M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.89KNew |
$377K - $679K
|
1.89K
$377K
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
4K+ 93.02% |
$799K - $1.44M
|
8.3K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.78K- 10.44% |
$355K - $640K
|
15.3K
$3.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 2.0% |
$200 - $360
|
51
$10.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
108+ 5.49% |
$21.6K - $38.8K
|
2.08K
$415K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.26KNew |
$651K - $1.17M
|
3.26K
$651K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-18.6K- 69.62% |
$3.72M - $6.7M
|
8.13K
$1.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 60.0% |
$1.8K - $3.24K
|
6
$1.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-29- 46.03% |
$5.79K - $10.4K
|
34
$6.79K
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
740+ 11.86% |
$148K - $266K
|
6.98K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.82KNew |
$363K - $654K
|
1.82K
$363K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.67KNew |
$534K - $961K
|
2.67K
$534K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.03% |
$400 - $719
|
6.59K
$1.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
124K+ 104.15% |
$24.7M - $44.4M
|
242K
$48.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
CALL |
154K+ 45.48% |
$30.7M - $55.4M
|
492K
$98.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.18K+ 41.96% |
$236K - $425K
|
4K
$799K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
420+ 6.48% |
$83.9K - $151K
|
6.9K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.88K- 17.0% |
$375K - $675K
|
9.16K
$1.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-33- 94.29% |
$6.59K - $11.9K
|
2
$400
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.79% |
$200 - $360
|
125
$25K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-242- 13.26% |
$48.3K - $87K
|
1.58K
$316K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-196- 7.25% |
$39.2K - $70.5K
|
2.51K
$501K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
509+ 22.23% |
$102K - $183K
|
2.8K
$559K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 50.0% |
$400 - $719
|
2
$400
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.06KNew |
$410K - $739K
|
2.06K
$410K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.02K- 60.59% |
$602K - $1.08M
|
1.96K
$392K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
246+ 20.31% |
$49.1K - $88.5K
|
1.46K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-442- 37.17% |
$88.3K - $159K
|
747
$149K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
9.26KNew |
$1.85M - $3.33M
|
9.26K
$1.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-674- 18.85% |
$135K - $242K
|
2.9K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-230- 3.21% |
$45.9K - $82.7K
|
6.94K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
1.86KNew |
$372K - $669K
|
1.86K
$372K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-65- 1.74% |
$13K - $23.4K
|
3.68K
$735K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 20.2% |
$7.99K - $14.4K
|
158
$31.6K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
112+ 4.43% |
$22.4K - $40.3K
|
2.64K
$527K
|
|