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 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 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
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1- 0.06% |
$200 - $360
|
1.57K
$314K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.04K- 39.08% |
$207K - $373K
|
1.62K
$323K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-278- 2.86% |
$55.5K - $100K
|
9.44K
$1.89M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
28New |
$5.59K - $10.1K
|
28
$5.59K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.5K- 80.96% |
$2.89M - $5.2M
|
3.4K
$680K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-139- 73.54% |
$27.8K - $50K
|
50
$9.99K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-376- 37.68% |
$75.1K - $135K
|
622
$124K
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-1- 0.07% |
$301 - $456
|
1.47K
$294K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.89K- 10.64% |
$567K - $860K
|
15.8K
$3.16M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 9.09% |
$902 - $1.37K
|
30
$5.99K
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
SELL
|
- |
-935Closed |
$281K - $426K
|
0
$0
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-1.53KClosed |
$459K - $695K
|
0
$0
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.24K+ 21.11% |
$372K - $563K
|
7.09K
$1.42M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$3.01K - $4.56K
|
10
$2K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
- |
-256K- 60.53% |
$76.9M - $117M
|
167K
$33.3M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-8.78M- 98.7% |
$2.64B - $4B
|
115K
$23.1M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-5.76K- 49.0% |
$1.73M - $2.62M
|
5.99K
$1.2M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-150- 13.04% |
$45.1K - $68.4K
|
1K
$200K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-30- 50.0% |
$9.02K - $13.7K
|
30
$5.99K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
550+ 410.45% |
$165K - $251K
|
684
$137K
|
|