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 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-301- 23.19% |
$90.5K - $137K
|
997
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
141+ 2.8% |
$42.4K - $64.3K
|
5.18K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-482- 2.34% |
$145K - $220K
|
20.1K
$4.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.1KNew |
$331K - $502K
|
1.1K
$220K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
843+ 21.5% |
$253K - $384K
|
4.76K
$952K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
7KNew |
$2.1M - $3.19M
|
7K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 80.0% |
$2.41K - $3.65K
|
18
$3.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18New |
$5.41K - $8.21K
|
18
$3.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
91+ 12.01% |
$27.4K - $41.5K
|
849
$170K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-347- 26.01% |
$104K - $158K
|
987
$197K
|
|
|
Nov 05, 2025
Q3 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.12KNew |
$337K - $511K
|
1.12K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
146+ 3.89% |
$43.9K - $66.6K
|
3.9K
$779K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2- 0.98% |
$601 - $912
|
202
$40.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
452+ 519.54% |
$136K - $206K
|
539
$108K
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-55.9K- 81.31% |
$16.8M - $25.5M
|
12.8K
$2.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
CALL |
-73.9K- 51.61% |
$22.2M - $33.7M
|
69.3K
$13.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
589+ 101.03% |
$177K - $269K
|
1.17K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-75- 10.0% |
$22.6K - $34.2K
|
675
$135K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.97K+ 25.94% |
$893K - $1.35M
|
14.4K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
202+ 1.07% |
$60.7K - $92.1K
|
19.1K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-59.7K- 17.23% |
$17.9M - $27.2M
|
287K
$57.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-2.2K- 12.12% |
$660K - $1M
|
15.9K
$3.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31.2K+ 4885.74% |
$9.37M - $14.2M
|
31.8K
$6.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.32K+ 12.45% |
$697K - $1.06M
|
20.9K
$4.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
4.71K+ 44.68% |
$1.42M - $2.15M
|
15.3K
$3.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
141+ 45.48% |
$42.4K - $64.3K
|
451
$90.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
100+ 2.29% |
$30.1K - $45.6K
|
4.46K
$891K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-42- 1.64% |
$12.6K - $19.1K
|
2.52K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.85K- 35.86% |
$857K - $1.3M
|
5.1K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-4.07K- 7.17% |
$1.22M - $1.86M
|
52.8K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1K+ 219.78% |
$301K - $456K
|
1.46K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-984- 41.41% |
$296K - $449K
|
1.39K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
25+ 25.0% |
$7.52K - $11.4K
|
125
$25K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
454+ 33.63% |
$137K - $207K
|
1.8K
$360K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
137+ 4.18% |
$41.2K - $62.5K
|
3.41K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-145- 8.87% |
$43.6K - $66.1K
|
1.49K
$298K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-92- 4.63% |
$27.7K - $41.9K
|
1.9K
$379K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$2.71K - $4.1K
|
9
$1.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-33K- 84.66% |
$9.91M - $15M
|
5.97K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
132+ 8.38% |
$39.7K - $60.2K
|
1.71K
$341K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
500+ 396.83% |
$150K - $228K
|
626
$125K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$3.01K - $4.56K
|
10
$2K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
695+ 6.47% |
$209K - $317K
|
11.4K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
38+ 1.0% |
$11.4K - $17.3K
|
3.85K
$770K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-106- 0.48% |
$31.9K - $48.3K
|
21.9K
$4.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-673- 13.38% |
$202K - $307K
|
4.36K
$870K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 65.38% |
$10.2K - $15.5K
|
86
$17.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-237- 85.87% |
$71.3K - $108K
|
39
$7.79K
|
|
|
Nov 04, 2025
Q3 2025
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-2.95K- 27.11% |
$888K - $1.35M
|
7.94K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
15+ 1.13% |
$4.51K - $6.84K
|
1.35K
$269K
|
|