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 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
191+ 0.44% |
$31.1K - $90.5K
|
43.5K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
29.8K+ 560.47% |
$4.85M - $14.1M
|
35.2K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
125+ 7.84% |
$20.3K - $59.2K
|
1.72K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
550New |
$89.5K - $261K
|
550
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3.88KNew |
$631K - $1.84M
|
3.88K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
251New |
$40.8K - $119K
|
251
$78.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
891New |
$145K - $422K
|
891
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.91K+ 49.8% |
$635K - $1.85M
|
11.8K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.77KNew |
$776K - $2.26M
|
4.77K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
13.4KNew |
$2.18M - $6.35M
|
13.4K
$4.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
740New |
$120K - $351K
|
740
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
649+ 9.05% |
$106K - $308K
|
7.82K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 40.0% |
$16.3K - $47.4K
|
150
$46.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
260+ 12.5% |
$42.3K - $123K
|
2.34K
$729K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
703New |
$114K - $333K
|
703
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 34.78% |
$1.3K - $3.79K
|
31
$9.65K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-35.4K- 22.92% |
$5.76M - $16.8M
|
119K
$37.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 122.3% |
$2.25M - $6.55M
|
25.1K
$7.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 37.5% |
$1.95K - $5.69K
|
44
$13.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-236- 2.4% |
$38.4K - $112K
|
9.6K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-505- 56.11% |
$82.2K - $239K
|
395
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8K+ 32.39% |
$1.3M - $3.79M
|
32.7K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.12KNew |
$183K - $532K
|
1.12K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
100+ 1.5% |
$16.3K - $47.4K
|
6.76K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-231- 8.88% |
$37.6K - $109K
|
2.37K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33New |
$5.37K - $15.6K
|
33
$10.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-7.45K- 21.44% |
$1.21M - $3.53M
|
27.3K
$8.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
71.9K+ 20.96% |
$11.7M - $34.1M
|
415K
$129M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-48- 82.76% |
$7.81K - $22.7K
|
10
$3.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.21KNew |
$197K - $574K
|
1.21K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
11.5K+ 334.08% |
$1.87M - $5.44M
|
14.9K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.46K+ 19.96% |
$400K - $1.16M
|
14.8K
$4.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.4KNew |
$2.19M - $6.37M
|
13.4K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
128New |
$20.8K - $60.7K
|
128
$39.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
807New |
$131K - $382K
|
807
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-51.5K- 37.32% |
$8.38M - $24.4M
|
86.5K
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.51K+ 65.8% |
$408K - $1.19M
|
6.32K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
16New |
$2.6K - $7.58K
|
16
$4.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
768New |
$125K - $364K
|
768
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.69K- 39.64% |
$1.25M - $3.64M
|
11.7K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
813New |
$132K - $385K
|
813
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
957+ 957.0% |
$156K - $453K
|
1.06K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17New |
$2.77K - $8.06K
|
17
$5.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
716+ 27.43% |
$116K - $339K
|
3.33K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
700New |
$114K - $332K
|
700
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 69.75% |
$584K - $1.7M
|
8.74K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
936New |
$152K - $444K
|
936
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
113New |
$18.4K - $53.5K
|
113
$35.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.34KNew |
$1.03M - $3M
|
6.34K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.35K- 53.37% |
$219K - $637K
|
1.18K
$366K
|