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 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
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10- 7.35% |
$3.01K - $4.56K
|
126
$25.2K
|
|
|
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
|
Marquette Asset Management, LLC
|
BUY
|
- |
23New |
$6.92K - $10.5K
|
23
$4.59K
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
811+ 64.42% |
$244K - $370K
|
2.07K
$413K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
CALL |
-1.7K- 70.83% |
$511K - $775K
|
700
$140K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
348New |
$105K - $159K
|
348
$69.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-256- 10.09% |
$77K - $117K
|
2.28K
$455K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
117+ 99.15% |
$35.2K - $53.3K
|
235
$46.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.2K+ 5.81% |
$1.56M - $2.37M
|
94.7K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
103+ 2.15% |
$31K - $47K
|
4.9K
$979K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.1K- 11.84% |
$632K - $958K
|
15.6K
$3.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-65- 6.4% |
$19.5K - $29.6K
|
950
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
113+ 40.07% |
$34K - $51.5K
|
395
$78.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 2.59% |
$11.1K - $16.9K
|
1.39K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
588+ 19.21% |
$177K - $268K
|
3.65K
$729K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.32% |
$601 - $912
|
621
$124K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-767- 6.5% |
$231K - $350K
|
11K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.31K+ 145.89% |
$693K - $1.05M
|
3.89K
$776K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.2K+ 30.38% |
$361K - $547K
|
5.15K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 9.05% |
$1.02M - $1.55M
|
41K
$8.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
219+ 98.65% |
$65.9K - $99.8K
|
441
$88.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
37+ 5.75% |
$11.1K - $16.9K
|
681
$136K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
48New |
$14.4K - $21.9K
|
48
$9.59K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.15K+ 29.87% |
$1.85M - $2.81M
|
26.8K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-60- 11.54% |
$18K - $27.4K
|
460
$91.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
65+ 65.0% |
$19.5K - $29.6K
|
165
$33K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-14- 1.6% |
$4.21K - $6.38K
|
859
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
BUY
|
- |
745+ 1.51% |
$224K - $340K
|
50K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-14- 77.78% |
$4.21K - $6.38K
|
4
$799
|
|