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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-266- 13.11% |
$80K - $121K
|
1.76K
$352K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1- 0.06% |
$301 - $456
|
1.61K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-244- 12.31% |
$73.4K - $111K
|
1.74K
$347K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
120New |
$36.1K - $54.7K
|
120
$24K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.08K+ 3.88% |
$625K - $947K
|
55.6K
$11.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
22New |
$6.62K - $10K
|
22
$4.39K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18New |
$5.41K - $8.21K
|
18
$3.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
339+ 51.21% |
$102K - $155K
|
1K
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-24- 2.34% |
$7.22K - $10.9K
|
1K
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-97- 0.42% |
$29.2K - $44.2K
|
22.8K
$4.55M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
107+ 2.18% |
$32.2K - $48.8K
|
5.02K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
353+ 29.27% |
$106K - $161K
|
1.56K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 20.38% |
$621K - $941K
|
12.2K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
934New |
$281K - $426K
|
934
$187K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10+ 26.32% |
$3.01K - $4.56K
|
48
$9.59K
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
275+ 24.77% |
$82.7K - $125K
|
1.39K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
320+ 12.43% |
$96.2K - $146K
|
2.89K
$578K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
43.8K+ 50.69% |
$13.2M - $19.9M
|
130K
$26M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.41K+ 98.19% |
$423K - $642K
|
2.84K
$568K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-400- 33.47% |
$120K - $182K
|
795
$159K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-12.8K- 85.8% |
$3.86M - $5.85M
|
2.12K
$424K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.18K+ 170.56% |
$355K - $539K
|
1.88K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.88K- 44.93% |
$1.17M - $1.77M
|
4.75K
$950K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 17.39% |
$1.2K - $1.82K
|
19
$3.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
881New |
$265K - $402K
|
881
$176K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 11.61% |
$3.91K - $5.93K
|
125
$25K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-1.57K- 2.04% |
$471K - $713K
|
75.2K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.78% |
$1.5K - $2.28K
|
185
$37K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.45K+ 8.73% |
$738K - $1.12M
|
30.6K
$6.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.63K- 2.17% |
$490K - $743K
|
73.4K
$14.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
897+ 117.41% |
$270K - $409K
|
1.66K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
626New |
$188K - $285K
|
626
$125K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-294- 28.08% |
$88.4K - $134K
|
753
$150K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-83- 8.38% |
$25K - $37.8K
|
908
$181K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-209- 24.02% |
$62.8K - $95.3K
|
661
$132K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-104- 1.45% |
$31.3K - $47.4K
|
7.08K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
617+ 53.65% |
$186K - $281K
|
1.77K
$353K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
543+ 4.13% |
$163K - $248K
|
13.7K
$2.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
9.77KNew |
$2.94M - $4.45M
|
9.77K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.87K+ 490.62% |
$1.16M - $1.76M
|
4.66K
$931K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
CALL |
4KNew |
$1.2M - $1.82M
|
4K
$799K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.09K+ 27.63% |
$928K - $1.41M
|
14.3K
$2.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.62K- 45.18% |
$488K - $740K
|
1.97K
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
PUT |
-988- 98.8% |
$297K - $450K
|
12
$2.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-46- 0.26% |
$13.8K - $21K
|
18K
$3.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
9.59KNew |
$2.88M - $4.37M
|
9.59K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
260New |
$78.2K - $119K
|
260
$51.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
500New |
$150K - $228K
|
500
$99.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6+ 0.02% |
$1.8K - $2.74K
|
29.1K
$5.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
11+ 1.87% |
$3.31K - $5.01K
|
600
$120K
|
|