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
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
136+ 7.08% |
$40.9K - $62K
|
2.06K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
665+ 2.27% |
$200K - $303K
|
29.9K
$5.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-942- 15.24% |
$283K - $429K
|
5.24K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.1KNew |
$330K - $501K
|
1.1K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
CALL |
130KNew |
$39.1M - $59.3M
|
130K
$26M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
159+ 25.0% |
$47.8K - $72.5K
|
795
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
37+ 2.14% |
$11.1K - $16.9K
|
1.77K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-434- 1.02% |
$131K - $198K
|
42.1K
$8.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
145K+ 789.59% |
$43.6M - $66.1M
|
163K
$32.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16K+ 38.55% |
$4.81M - $7.29M
|
57.4K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
CALL |
1.1K+ 550.0% |
$331K - $501K
|
1.3K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-908- 22.53% |
$273K - $414K
|
3.12K
$624K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-80- 1.64% |
$24.1K - $36.5K
|
4.81K
$960K
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-62- 4.92% |
$18.6K - $28.3K
|
1.2K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 0.79% |
$2.71K - $4.1K
|
1.16K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
350+ 21.21% |
$105K - $160K
|
2K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
20.5K+ 20.97% |
$6.18M - $9.36M
|
118K
$23.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 23.12% |
$394K - $598K
|
4.36K
$871K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
970+ 127.63% |
$292K - $442K
|
1.73K
$346K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
48+ 2.82% |
$14.4K - $21.9K
|
1.75K
$349K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
CALL |
-1.4K- 93.33% |
$421K - $638K
|
100
$20K
|
|
|
Nov 10, 2025
Q3 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
1.9KNew |
$571K - $866K
|
1.9K
$380K
|
|
|
Nov 10, 2025
Q3 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
8.6K+ 90.21% |
$2.58M - $3.92M
|
18.1K
$3.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
CALL |
100K+ 133.33% |
$30.1M - $45.6M
|
175K
$35M
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.21K+ 20.91% |
$362K - $549K
|
6.97K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
180+ 26.87% |
$54.1K - $82.1K
|
850
$170K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.04K+ 169.83% |
$613K - $929K
|
3.24K
$647K
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-75.7K- 85.08% |
$22.8M - $34.5M
|
13.3K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.62K+ 2.16% |
$487K - $739K
|
76.6K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
62K+ 21.96% |
$18.6M - $28.3M
|
344K
$68.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
41.1K+ 21.76% |
$12.4M - $18.7M
|
230K
$45.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.9K+ 11.71% |
$1.77M - $2.69M
|
56.3K
$11.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
830+ 102.47% |
$250K - $378K
|
1.64K
$328K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
746+ 11.07% |
$224K - $340K
|
7.48K
$1.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.6K+ 42.53% |
$480K - $727K
|
5.35K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-371- 4.71% |
$112K - $169K
|
7.5K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
112K+ 10.51% |
$33.7M - $51.1M
|
1.18M
$236M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 0.74% |
$3.91K - $5.93K
|
1.76K
$352K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.62K- 7.44% |
$487K - $739K
|
20.2K
$4.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1- 0.15% |
$301 - $456
|
661
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
X Square Capital, LLC
|
SELL
|
- |
-6.98K- 27.63% |
$2.1M - $3.18M
|
18.3K
$3.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 4.58% |
$28.6K - $43.3K
|
1.98K
$396K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
489+ 5.88% |
$147K - $223K
|
8.8K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
35+ 70.0% |
$10.5K - $16K
|
85
$17K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 3.7% |
$301 - $456
|
28
$5.59K
|
|
|
Nov 10, 2025
Q3 2025
|
Nkcfo LLC
|
BUY
|
- |
1KNew |
$301K - $456K
|
1K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 8.09% |
$795K - $1.21M
|
35.3K
$7.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
448+ 9.0% |
$135K - $204K
|
5.43K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
CALL |
2.74K+ 4566.67% |
$824K - $1.25M
|
2.8K
$559K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
54.8KNew |
$16.5M - $25M
|
54.8K
$11M
|
|