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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
310+ 3.66% |
$74.2K - $123K
|
8.78K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.02KNew |
$243K - $402K
|
1.02K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-355- 23.19% |
$84.9K - $141K
|
1.18K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
965+ 116.27% |
$231K - $383K
|
1.8K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-213- 3.24% |
$51K - $84.5K
|
6.37K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 1.37% |
$5.98K - $9.91K
|
1.8K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-286K- 82.9% |
$68.4M - $113M
|
59K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-302- 18.69% |
$72.3K - $120K
|
1.31K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
873+ 42.88% |
$209K - $346K
|
2.91K
$906K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 0.91% |
$2.39K - $3.97K
|
1.11K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 58.33% |
$1.67K - $2.78K
|
19
$5.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.04KNew |
$966K - $1.6M
|
4.04K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
2.95K+ 6.36% |
$705K - $1.17M
|
49.3K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
734+ 14.49% |
$176K - $291K
|
5.8K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
948New |
$227K - $376K
|
948
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
900New |
$215K - $357K
|
900
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-55- 1.49% |
$13.2K - $21.8K
|
3.63K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
349+ 28.4% |
$83.5K - $138K
|
1.58K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.75K- 2.49% |
$419K - $695K
|
68.7K
$21.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
131+ 3.1% |
$31.3K - $51.9K
|
4.36K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-75- 3.85% |
$17.9K - $29.7K
|
1.87K
$583K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
175+ 7.62% |
$41.9K - $69.4K
|
2.47K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 83.33% |
$5.98K - $9.91K
|
55
$17.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
166+ 11.38% |
$39.7K - $65.8K
|
1.63K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 100.0% |
$957 - $1.59K
|
8
$2.49K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-13- 72.22% |
$3.11K - $5.15K
|
5
$1.56K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 33.33% |
$239 - $397
|
4
$1.25K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
309+ 31.63% |
$73.9K - $123K
|
1.29K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
556+ 51.15% |
$133K - $220K
|
1.64K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 248.07% |
$1.43M - $2.37M
|
8.39K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$311K - $515K
|
1.3K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-275- 1.86% |
$65.8K - $109K
|
14.5K
$4.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$239K - $397K
|
1K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67+ 40.85% |
$16K - $26.6K
|
231
$71.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
378+ 14.89% |
$90.4K - $150K
|
2.92K
$908K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.8K+ 60.01% |
$431K - $714K
|
4.81K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-630- 17.65% |
$151K - $250K
|
2.94K
$916K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
806+ 29.0% |
$193K - $320K
|
3.59K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.97K+ 12.79% |
$949K - $1.57M
|
35K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
820New |
$196K - $325K
|
820
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-24.8K- 15.45% |
$5.92M - $9.82M
|
135K
$42.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.66KNew |
$637K - $1.06M
|
2.66K
$829K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-87- 7.76% |
$20.8K - $34.5K
|
1.03K
$322K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
230+ 3.08% |
$55K - $91.2K
|
7.71K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
751+ 42.77% |
$180K - $298K
|
2.51K
$781K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
49New |
$11.7K - $19.4K
|
49
$15.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
46+ 2.3% |
$11K - $18.2K
|
2.05K
$638K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.55KNew |
$371K - $615K
|
1.55K
$483K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
70.4K+ 35.53% |
$16.8M - $27.9M
|
268K
$83.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.79% |
$3.35K - $5.55K
|
1.75K
$545K
|