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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-278- 2.86% |
$55.5K - $100K
|
9.44K
$1.89M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
28New |
$5.59K - $10.1K
|
28
$5.59K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.5K- 80.96% |
$2.89M - $5.2M
|
3.4K
$680K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-139- 73.54% |
$27.8K - $50K
|
50
$9.99K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-376- 37.68% |
$75.1K - $135K
|
622
$124K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.03K+ 6.49% |
$309K - $469K
|
16.9K
$3.37M
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
16+ 16.0% |
$4.81K - $7.29K
|
116
$23.2K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-1- 0.07% |
$301 - $456
|
1.47K
$294K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 9.09% |
$902 - $1.37K
|
30
$5.99K
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
SELL
|
- |
-935Closed |
$281K - $426K
|
0
$0
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-1.53KClosed |
$459K - $695K
|
0
$0
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.24K+ 21.11% |
$372K - $563K
|
7.09K
$1.42M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$3.01K - $4.56K
|
10
$2K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
- |
-256K- 60.53% |
$76.9M - $117M
|
167K
$33.3M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-8.78M- 98.7% |
$2.64B - $4B
|
115K
$23.1M
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-5.76K- 49.0% |
$1.73M - $2.62M
|
5.99K
$1.2M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-150- 13.04% |
$45.1K - $68.4K
|
1K
$200K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-30- 50.0% |
$9.02K - $13.7K
|
30
$5.99K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
550+ 410.45% |
$165K - $251K
|
684
$137K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.2K- 44.81% |
$661K - $1M
|
2.71K
$541K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
103+ 3.81% |
$31K - $47K
|
2.81K
$561K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-304- 3.8% |
$91.4K - $139K
|
7.69K
$1.54M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1New |
$301 - $456
|
1
$200
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-16.8K- 94.92% |
$5.06M - $7.67M
|
901
$180K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-16.9K- 93.25% |
$5.07M - $7.69M
|
1.22K
$244K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 33.33% |
$4.51K - $6.84K
|
30
$5.99K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-12.2K- 39.13% |
$3.68M - $5.57M
|
19K
$3.8M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.25K- 15.88% |
$678K - $1.03M
|
11.9K
$2.39M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 9.62% |
$1.5K - $2.28K
|
57
$11.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-657- 86.79% |
$198K - $300K
|
100
$20K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
877+ 15.01% |
$264K - $400K
|
6.72K
$1.34M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
92+ 9.48% |
$27.7K - $41.9K
|
1.06K
$212K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
462+ 26.6% |
$139K - $211K
|
2.2K
$439K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.66K+ 26.83% |
$799K - $1.21M
|
12.6K
$2.51M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
915+ 210.83% |
$275K - $417K
|
1.35K
$269K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
500+ 41.67% |
$150K - $228K
|
1.7K
$340K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
633+ 0.62% |
$190K - $289K
|
103K
$20.5M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
982+ 100.41% |
$295K - $448K
|
1.96K
$392K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
CALL |
-100- 5.88% |
$30.1K - $45.6K
|
1.6K
$320K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.6K- 21.31% |
$1.68M - $2.55M
|
20.7K
$4.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
42.1K+ 43.5% |
$12.7M - $19.2M
|
139K
$27.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
649New |
$195K - $296K
|
649
$130K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 3.33% |
$9.02K - $13.7K
|
872
$174K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.53K- 96.35% |
$460K - $697K
|
58
$11.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
412+ 52.09% |
$124K - $188K
|
1.2K
$240K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
621+ 17.22% |
$187K - $283K
|
4.23K
$844K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
CALL |
630KNew |
$189M - $287M
|
630K
$126M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
642+ 17.09% |
$193K - $293K
|
4.4K
$879K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28.7K+ 801.62% |
$8.63M - $13.1M
|
32.3K
$6.45M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.57K- 18.2% |
$774K - $1.17M
|
11.6K
$2.31M
|
|