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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-497- 3.44% |
$80.9K - $235K
|
13.9K
$4.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.32K+ 73.34% |
$539K - $1.57M
|
7.84K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
CALL |
3.6KNew |
$586K - $1.71M
|
3.6K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
34.6K+ 796.31% |
$5.62M - $16.4M
|
38.9K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
571+ 41.65% |
$92.9K - $271K
|
1.94K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
755New |
$123K - $358K
|
755
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 46.92% |
$396K - $1.15M
|
2.75K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.63K+ 29.81% |
$590K - $1.72M
|
15.8K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16New |
$2.6K - $7.58K
|
16
$4.98K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.14KNew |
$837K - $2.44M
|
5.14K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
147+ 61.25% |
$23.9K - $69.7K
|
387
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.8K- 5.53% |
$781K - $2.27M
|
82.1K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.02KNew |
$166K - $484K
|
1.02K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-452- 2.96% |
$73.5K - $214K
|
14.8K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.46K+ 28.59% |
$1.21M - $3.54M
|
33.6K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.84KNew |
$462K - $1.35M
|
2.84K
$885K
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
2.38KNew |
$388K - $1.13M
|
2.38K
$742K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.35KNew |
$219K - $638K
|
1.35K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-52K- 68.09% |
$8.45M - $24.6M
|
24.4K
$7.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
167New |
$27.2K - $79.1K
|
167
$52K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.35K+ 16.62% |
$1.52M - $4.43M
|
65.6K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
110New |
$17.9K - $52.1K
|
110
$34.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
800New |
$130K - $379K
|
800
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
873New |
$142K - $414K
|
873
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 349.32% |
$250K - $728K
|
1.98K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$32.5K - $94.8K
|
200
$62.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.26K- 46.68% |
$205K - $596K
|
1.44K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
743New |
$121K - $352K
|
743
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.1K+ 31.47% |
$1.32M - $3.84M
|
33.8K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.55KNew |
$903K - $2.63M
|
5.55K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.52KNew |
$573K - $1.67M
|
3.52K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$21.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.35KNew |
$220K - $641K
|
1.35K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9New |
$1.46K - $4.26K
|
9
$2.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.14KNew |
$185K - $539K
|
1.14K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
128New |
$20.8K - $60.7K
|
128
$39.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
903+ 123.19% |
$147K - $428K
|
1.64K
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
688+ 131.55% |
$112K - $326K
|
1.21K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.67K+ 37.04% |
$272K - $793K
|
6.19K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
273K+ 2652.28% |
$44.4M - $129M
|
283K
$88.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.16M+ 125.39% |
$189M - $550M
|
2.09M
$650M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.18K+ 29.9% |
$192K - $560K
|
5.13K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
53New |
$8.62K - $25.1K
|
53
$16.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
258+ 6450.0% |
$42K - $122K
|
262
$81.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
795New |
$129K - $377K
|
795
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
4.4KNew |
$716K - $2.08M
|
4.4K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-17.7K- 85.51% |
$2.88M - $8.39M
|
3K
$934K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
265+ 19.06% |
$43.1K - $126K
|
1.66K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
40+ 100.0% |
$6.51K - $19K
|
80
$24.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$1.14K - $3.32K
|
7
$2.18K
|