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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
313+ 4.27% |
$94.1K - $143K
|
7.65K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.03K- 32.2% |
$911K - $1.38M
|
6.38K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
173+ 25.26% |
$52K - $78.9K
|
858
$171K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-219- 4.7% |
$65.9K - $99.8K
|
4.44K
$887K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-214- 21.4% |
$64.3K - $97.6K
|
786
$157K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.95K+ 23.64% |
$2.69M - $4.08M
|
46.8K
$9.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
150+ 17.08% |
$45.1K - $68.4K
|
1.03K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.45K- 3.41% |
$435K - $659K
|
40.9K
$8.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
118+ 7.06% |
$35.5K - $53.8K
|
1.79K
$357K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
266+ 41.3% |
$80K - $121K
|
910
$182K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-295- 18.97% |
$88.7K - $134K
|
1.26K
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-409- 18.54% |
$123K - $186K
|
1.8K
$359K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 7.27% |
$1.2K - $1.82K
|
51
$10.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 2.44% |
$301 - $456
|
42
$8.39K
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-200K- 45.74% |
$60M - $91M
|
237K
$47.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
PUT |
-200K- 45.98% |
$60.1M - $91.2M
|
235K
$46.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4New |
$1.2K - $1.82K
|
4
$799
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
16New |
$4.81K - $7.29K
|
16
$3.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
62+ 1.78% |
$18.6K - $28.3K
|
3.55K
$708K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.35% |
$1.2K - $1.82K
|
1.13K
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.64K+ 652.78% |
$1.7M - $2.57M
|
6.5K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
47+ 45.63% |
$14.1K - $21.4K
|
150
$30K
|
|