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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 950.0% |
$6.52K - $103K
|
63
$22.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 1546.49% |
$3.4M - $53.5M
|
31.7K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
4.37K+ 1211.08% |
$500K - $7.87M
|
4.73K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
666+ 900.0% |
$76.1K - $1.2M
|
740
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
314K+ 1076.95% |
$35.9M - $565M
|
343K
$121M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
31.2K+ 1028.82% |
$3.57M - $56.2M
|
34.3K
$12.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.55KNew |
$177K - $2.79M
|
1.55K
$549K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.91K+ 904.74% |
$218K - $3.44M
|
2.12K
$750K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
200New |
$22.9K - $360K
|
200
$70.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.52K+ 1218.36% |
$288K - $4.54M
|
2.73K
$965K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.41KNew |
$161K - $2.54M
|
1.41K
$499K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.87K+ 1064.55% |
$556K - $8.76M
|
5.32K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$457 - $7.2K
|
4
$1.41K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.01KNew |
$572K - $9.01M
|
5.01K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.37KNew |
$157K - $2.47M
|
1.37K
$485K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.55K+ 2817.26% |
$634K - $9.99M
|
5.75K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
52K+ 894.67% |
$5.95M - $93.6M
|
57.8K
$20.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
14+ 31.82% |
$1.6K - $25.2K
|
58
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$31.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
59New |
$6.74K - $106K
|
59
$20.9K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.3K+ 1395.15% |
$263K - $4.14M
|
2.47K
$873K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.25KNew |
$143K - $2.25M
|
1.25K
$442K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.08K+ 900.0% |
$466K - $7.34M
|
4.53K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.92K+ 320.7% |
$220K - $3.46M
|
2.52K
$891K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 912.84% |
$504K - $7.94M
|
4.89K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
52.7K+ 906.41% |
$6.02M - $94.9M
|
58.5K
$20.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.36K+ 1081.39% |
$498K - $7.84M
|
4.76K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.16K+ 1067.91% |
$818K - $12.9M
|
7.83K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23.2K+ 913.55% |
$2.65M - $41.7M
|
25.7K
$9.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 900.0% |
$4.11K - $64.8K
|
40
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
21.8K+ 2816.9% |
$2.5M - $39.3M
|
22.6K
$8M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.93K+ 1048.94% |
$563K - $8.87M
|
5.4K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
71.8KNew |
$8.21M - $129M
|
71.8K
$25.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
1.07M+ 3167.85% |
$123M - $1.93B
|
1.11M
$392M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.1K+ 1384.76% |
$2.07M - $32.6M
|
19.4K
$6.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
162New |
$18.5K - $292K
|
162
$57.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
6.29K+ 1097.21% |
$719K - $11.3M
|
6.86K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
24.4K+ 932.47% |
$2.78M - $43.8M
|
27K
$9.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$707K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 1109.09% |
$13.9K - $220K
|
133
$47K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
62.7K+ 1116.64% |
$7.17M - $113M
|
68.3K
$24.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
327+ 695.74% |
$37.4K - $589K
|
374
$132K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.67K+ 809.09% |
$305K - $4.81M
|
3K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 900.0% |
$1.03K - $16.2K
|
10
$3.54K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.12K+ 1086.81% |
$471K - $7.41M
|
4.5K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$167K - $2.62M
|
1.46K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
41.2K+ 781.36% |
$4.71M - $74.2M
|
46.5K
$16.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 666.67% |
$22.9K - $360K
|
230
$81.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
CALL |
12.3K+ 6150.0% |
$1.41M - $22.1M
|
12.5K
$4.42M
|