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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
27+ 2.53% |
$8.12K - $12.3K
|
1.1K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
523+ 0.52% |
$157K - $238K
|
101K
$20.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 0.57% |
$358K - $543K
|
206K
$41.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5New |
$1.5K - $2.28K
|
5
$999
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
37New |
$11.1K - $16.9K
|
37
$7.39K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.35K+ 7.8% |
$405K - $614K
|
18.6K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
CALL |
-100- 0.96% |
$30.1K - $45.6K
|
10.3K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-390- 38.42% |
$117K - $178K
|
625
$125K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
44+ 2.51% |
$13.2K - $20.1K
|
1.79K
$358K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.93K+ 549.39% |
$1.48M - $2.25M
|
5.83K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
34.8KNew |
$10.5M - $15.9M
|
34.8K
$6.95M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-10- 0.45% |
$3.01K - $4.56K
|
2.21K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
14.6K+ 11.62% |
$4.39M - $6.66M
|
140K
$28M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-195- 2.56% |
$58.6K - $88.9K
|
7.43K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-504- 5.93% |
$152K - $230K
|
8K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.64K- 55.03% |
$794K - $1.2M
|
2.16K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
638New |
$192K - $291K
|
638
$127K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
123+ 4.99% |
$37K - $56.1K
|
2.59K
$517K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 3.23% |
$3.01K - $4.56K
|
300
$59.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 3.23% |
$180K - $274K
|
19.2K
$3.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-57- 5.32% |
$17.1K - $26K
|
1.02K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.26% |
$601 - $912
|
774
$155K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3+ 0.25% |
$902 - $1.37K
|
1.21K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
879+ 62.3% |
$264K - $401K
|
2.29K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-579- 46.47% |
$174K - $264K
|
667
$133K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-144- 1.5% |
$43.3K - $65.6K
|
9.44K
$1.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-1K- 60.61% |
$301K - $456K
|
650
$130K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-534- 0.79% |
$161K - $243K
|
67.3K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
653+ 52.53% |
$196K - $298K
|
1.9K
$379K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
36+ 44.44% |
$10.8K - $16.4K
|
117
$23.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
50+ 8.33% |
$15K - $22.8K
|
650
$130K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-420- 10.0% |
$126K - $191K
|
3.78K
$755K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2K+ 282.46% |
$600K - $910K
|
2.7K
$540K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1- 0.06% |
$301 - $456
|
1.62K
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-172- 7.33% |
$51.7K - $78.4K
|
2.18K
$435K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$601 - $912
|
2
$400
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.22K+ 8.96% |
$367K - $557K
|
14.9K
$2.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
16.1KNew |
$4.83M - $7.32M
|
16.1K
$3.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-765- 36.34% |
$230K - $349K
|
1.34K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
924+ 48.81% |
$278K - $421K
|
2.82K
$563K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.85K- 25.93% |
$555K - $841K
|
5.27K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-378- 19.32% |
$114K - $172K
|
1.58K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
46+ 6.49% |
$13.8K - $21K
|
755
$151K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.55KNew |
$465K - $705K
|
1.55K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
658New |
$198K - $300K
|
658
$131K
|
|
|
Oct 20, 2025
Q3 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 25.0% |
$1.5M - $2.28M
|
25K
$4.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.7K+ 7.39% |
$511K - $775K
|
24.7K
$4.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.7K- 77.27% |
$511K - $775K
|
500
$99.9K
|
|