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 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
185+ 3.38% |
$55.6K - $84.3K
|
5.67K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
100New |
$30.1K - $45.6K
|
100
$20K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
659+ 1.7% |
$198K - $300K
|
39.5K
$7.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1- 0.14% |
$301 - $456
|
701
$140K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
296+ 5.09% |
$89K - $135K
|
6.11K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
423+ 32.49% |
$127K - $193K
|
1.73K
$345K
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
647New |
$195K - $295K
|
647
$129K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.1K+ 34.39% |
$332K - $503K
|
4.31K
$861K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22+ 2.43% |
$6.62K - $10K
|
929
$186K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
244+ 3.91% |
$73.4K - $111K
|
6.48K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.77K+ 23.58% |
$833K - $1.26M
|
14.5K
$2.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
2.09KNew |
$629K - $954K
|
2.09K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
SELL
|
- |
-21K- 58.52% |
$6.33M - $9.59M
|
14.9K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.45K- 8.83% |
$736K - $1.12M
|
25.3K
$5.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
135+ 9.18% |
$40.6K - $61.5K
|
1.61K
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.94KNew |
$584K - $885K
|
1.94K
$388K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
2New |
$601 - $912
|
2
$400
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5K+ 83.88% |
$451K - $683K
|
3.29K
$656K
|
|
|
Oct 28, 2025
Q3 2025
|
Eulav Asset Management
|
BUY
|
- |
24K+ 38.4% |
$7.22M - $10.9M
|
86.5K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.7K- 25.47% |
$512K - $777K
|
4.99K
$996K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-86.8K- 6.11% |
$26.1M - $39.6M
|
1.33M
$266M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.62K+ 250.08% |
$487K - $738K
|
2.27K
$452K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-83- 0.36% |
$25K - $37.8K
|
22.8K
$4.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
450+ 9.7% |
$135K - $205K
|
5.09K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
223+ 1.14% |
$67.1K - $102K
|
19.8K
$3.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-8- 5.37% |
$2.41K - $3.65K
|
141
$28.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.96% |
$5.41K - $8.21K
|
1.89K
$377K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-326- 14.24% |
$98K - $149K
|
1.96K
$392K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
28.3K+ 229.64% |
$8.52M - $12.9M
|
40.7K
$8.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-68- 9.74% |
$20.4K - $31K
|
630
$126K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.77KNew |
$2.04M - $3.09M
|
6.77K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.03K+ 8.47% |
$309K - $469K
|
13.2K
$2.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-243- 0.48% |
$73.1K - $111K
|
50K
$9.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
373+ 43.12% |
$112K - $170K
|
1.24K
$247K
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.95K- 36.14% |
$887K - $1.34M
|
5.21K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
35.4K+ 6.02% |
$10.7M - $16.2M
|
624K
$125M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
607+ 7.23% |
$183K - $277K
|
9.01K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 100.0% |
$902 - $1.37K
|
6
$1.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.39K+ 15.41% |
$1.32M - $2M
|
32.8K
$6.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
27+ 1.11% |
$8.12K - $12.3K
|
2.47K
$493K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
662New |
$199K - $302K
|
662
$132K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.08K+ 54.19% |
$927K - $1.41M
|
8.77K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-851K- 90.56% |
$256M - $388M
|
88.6K
$17.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-577K- 13.83% |
$174M - $263M
|
3.6M
$718M
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
5K+ 50.0% |
$1.5M - $2.28M
|
15K
$3M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
102New |
$30.7K - $46.5K
|
102
$20.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
116+ 45.85% |
$34.9K - $52.9K
|
369
$73.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.51K+ 260.83% |
$453K - $686K
|
2.08K
$416K
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-231- 18.05% |
$69.5K - $105K
|
1.05K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 5661.9% |
$358K - $542K
|
1.21K
$242K
|
|