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 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
|
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
|
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
|
|
|
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
|
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
|
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
|
|