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 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.23K+ 42.87% |
$669K - $1.01M
|
7.42K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-332- 14.76% |
$99.8K - $151K
|
1.92K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
288New |
$86.6K - $131K
|
288
$57.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
PUT |
-20K- 50.0% |
$6.01M - $9.12M
|
20K
$4M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-101- 12.38% |
$30.4K - $46K
|
715
$143K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
916+ 0.85% |
$275K - $418K
|
109K
$21.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
73+ 3.65% |
$22K - $33.3K
|
2.07K
$414K
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-421- 6.32% |
$127K - $192K
|
6.24K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-69- 0.45% |
$20.7K - $31.5K
|
15.3K
$3.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
23+ 1.08% |
$6.92K - $10.5K
|
2.16K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
2.51K+ 8.87% |
$753K - $1.14M
|
30.8K
$6.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
28.9K+ 12.4% |
$8.68M - $13.2M
|
262K
$52.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.03K- 10.21% |
$309K - $469K
|
9.05K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.14K+ 122.66% |
$944K - $1.43M
|
5.7K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
492+ 207.59% |
$148K - $224K
|
729
$146K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
188+ 19.3% |
$56.5K - $85.7K
|
1.16K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1- 33.33% |
$301 - $456
|
2
$400
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.68K- 68.15% |
$506K - $767K
|
786
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
91+ 2.29% |
$27.4K - $41.5K
|
4.07K
$812K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-186- 78.81% |
$55.9K - $84.8K
|
50
$9.99K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
268+ 10.39% |
$80.6K - $122K
|
2.85K
$569K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.61K+ 15.93% |
$485K - $735K
|
11.7K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.15K+ 76.03% |
$345K - $523K
|
2.66K
$531K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-297- 20.61% |
$89.3K - $135K
|
1.14K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
7.71K+ 9.24% |
$2.32M - $3.52M
|
91.2K
$18.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.01K+ 72.54% |
$303K - $460K
|
2.4K
$479K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.52K+ 2.16% |
$457K - $693K
|
72K
$14.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.25M+ 111.38% |
$376M - $571M
|
2.38M
$475M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
25+ 2.35% |
$7.52K - $11.4K
|
1.09K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
4+ 20.0% |
$1.2K - $1.82K
|
24
$4.79K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.62K- 55.51% |
$1.09M - $1.65M
|
2.9K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.34M+ 7.25% |
$404M - $613M
|
19.9M
$3.97B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
35.2K+ 85.53% |
$10.6M - $16M
|
76.3K
$15.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
729New |
$219K - $332K
|
729
$146K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
13.8K+ 103.54% |
$4.16M - $6.31M
|
27.2K
$5.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.57K- 3.07% |
$471K - $714K
|
49.4K
$9.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 0.17% |
$2.71K - $4.1K
|
5.17K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$301 - $456
|
11.8K
$2.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4K- 59.38% |
$1.2M - $1.82M
|
2.73K
$546K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
538+ 8.89% |
$162K - $245K
|
6.59K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
41+ 1.63% |
$12.3K - $18.7K
|
2.55K
$510K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.06K+ 12.94% |
$318K - $481K
|
9.22K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-5- 4.63% |
$1.5K - $2.28K
|
103
$20.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
9.96K+ 7.99% |
$3M - $4.54M
|
135K
$26.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
CALL |
2.5K+ 96.15% |
$752K - $1.14M
|
5.1K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
9+ 0.53% |
$2.71K - $4.1K
|
1.72K
$344K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
98+ 6.98% |
$29.5K - $44.7K
|
1.5K
$300K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
354+ 24.0% |
$106K - $161K
|
1.83K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-426- 19.36% |
$128K - $194K
|
1.77K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
124+ 8.98% |
$37.3K - $56.5K
|
1.51K
$301K
|
|