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 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
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
59+ 5900.0% |
$11.8K - $21.2K
|
60
$12K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-598- 14.06% |
$119K - $215K
|
3.66K
$730K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-177- 6.97% |
$35.4K - $63.7K
|
2.36K
$472K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
282+ 4.02% |
$56.3K - $101K
|
7.29K
$1.46M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-36- 0.42% |
$7.19K - $12.9K
|
8.45K
$1.69M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
507K+ 229.29% |
$101M - $183M
|
729K
$146M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-507- 27.33% |
$101K - $182K
|
1.35K
$269K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4- 57.14% |
$799 - $1.44K
|
3
$599
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.39K+ 5.57% |
$278K - $500K
|
26.3K
$5.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.96K- 55.41% |
$992K - $1.79M
|
4K
$798K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.01K- 24.6% |
$202K - $364K
|
3.1K
$619K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
810+ 38.06% |
$162K - $291K
|
2.94K
$587K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.4K- 34.58% |
$4.28M - $7.7M
|
40.5K
$8.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-184- 96.84% |
$36.8K - $66.2K
|
6
$1.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-291- 59.03% |
$58.1K - $105K
|
202
$40.3K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 72.73% |
$1.6K - $2.88K
|
3
$599
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
483+ 280.81% |
$96.5K - $174K
|
655
$131K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.17KNew |
$433K - $779K
|
2.17K
$433K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-33.1K- 87.69% |
$6.61M - $11.9M
|
4.64K
$928K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
CALL |
-3.1K- 81.58% |
$619K - $1.12M
|
700
$140K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.89K+ 26.81% |
$377K - $678K
|
8.92K
$1.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-41- 1.45% |
$8.19K - $14.7K
|
2.79K
$556K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-375- 56.39% |
$74.9K - $135K
|
290
$57.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 5.32% |
$30K - $54K
|
2.67K
$534K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.21K- 31.16% |
$241K - $435K
|
2.67K
$534K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.3K- 32.21% |
$260K - $469K
|
2.74K
$548K
|
|