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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
46+ 3.13% |
$13.8K - $21K
|
1.52K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
342+ 0.34% |
$103K - $156K
|
101K
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.92KNew |
$1.18M - $1.79M
|
3.92K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
29.3KNew |
$8.8M - $13.3M
|
29.3K
$5.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
114+ 0.83% |
$34.3K - $52K
|
13.9K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-25- 16.89% |
$7.52K - $11.4K
|
123
$24.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-372- 44.5% |
$112K - $170K
|
464
$92.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-13.4K- 59.94% |
$4.02M - $6.09M
|
8.93K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.77K+ 321.0% |
$832K - $1.26M
|
3.63K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
97+ 2.49% |
$29.2K - $44.2K
|
4K
$798K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-98.2K- 62.39% |
$29.5M - $44.8M
|
59.2K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.53K+ 7.45% |
$760K - $1.15M
|
36.5K
$7.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
518+ 11.43% |
$156K - $236K
|
5.05K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63.9K+ 18.33% |
$19.2M - $29.1M
|
413K
$82.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
214K+ 6.09% |
$64.5M - $97.8M
|
3.74M
$746M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.16K+ 9.78% |
$951K - $1.44M
|
35.5K
$7.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-635- 14.73% |
$191K - $289K
|
3.68K
$734K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-913- 17.76% |
$275K - $416K
|
4.23K
$844K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
262+ 3.72% |
$78.8K - $119K
|
7.31K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
842K+ 118.99% |
$253M - $384M
|
1.55M
$310M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
438+ 26.43% |
$132K - $200K
|
2.1K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
671+ 9.85% |
$202K - $306K
|
7.48K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.68K+ 12.34% |
$1.41M - $2.13M
|
42.6K
$8.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.12% |
$2.71K - $4.1K
|
816
$163K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$682K - $1.03M
|
2.27K
$453K
|
|
|
Nov 12, 2025
Q3 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-303- 4.38% |
$91.1K - $138K
|
6.62K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
4.18K+ 2.27% |
$1.26M - $1.91M
|
188K
$37.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$487K - $738K
|
1.62K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
80+ 5.99% |
$24.1K - $36.5K
|
1.42K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.07KNew |
$622K - $943K
|
2.07K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
40+ 5.64% |
$12K - $18.2K
|
749
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
345New |
$104K - $157K
|
345
$68.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.65K- 1.17% |
$2.3M - $3.49M
|
644K
$129M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2KNew |
$601K - $912K
|
2K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-12- 0.02% |
$3.61K - $5.47K
|
71.8K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
265+ 17.42% |
$79.7K - $121K
|
1.79K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-236- 11.55% |
$71K - $108K
|
1.81K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
446+ 21.58% |
$134K - $203K
|
2.51K
$502K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47.5K- 19.36% |
$14.3M - $21.7M
|
198K
$39.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.95K+ 7.37% |
$1.49M - $2.25M
|
72K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
832New |
$250K - $379K
|
832
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2New |
$601 - $912
|
2
$400
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
22.6K+ 4.96% |
$6.79M - $10.3M
|
478K
$95.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-285- 25.68% |
$85.7K - $130K
|
825
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-728- 15.65% |
$219K - $332K
|
3.93K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
30+ 0.97% |
$9.02K - $13.7K
|
3.13K
$626K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$1.8K - $2.74K
|
6.87K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.73K- 37.14% |
$2.62M - $3.98M
|
14.8K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
205K+ 40.93% |
$61.7M - $93.6M
|
707K
$141M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-19.1K- 4.48% |
$5.74M - $8.71M
|
407K
$81.3M
|
|