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 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-70- 7.1% |
$21K - $31.9K
|
916
$183K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-100- 3.02% |
$30.1K - $45.6K
|
3.21K
$641K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
561+ 15.06% |
$169K - $256K
|
4.29K
$856K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-620- 47.8% |
$186K - $283K
|
677
$135K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 32.26% |
$30.1K - $45.6K
|
410
$81.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
110New |
$33.1K - $50.1K
|
110
$22K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9New |
$2.71K - $4.1K
|
9
$1.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
126KNew |
$37.9M - $57.4M
|
126K
$25.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
332+ 11.42% |
$99.8K - $151K
|
3.24K
$647K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 10.01% |
$338K - $512K
|
12.3K
$2.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42+ 1.01% |
$12.6K - $19.1K
|
4.19K
$838K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.28K- 51.06% |
$385K - $584K
|
1.23K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5+ 0.45% |
$1.5K - $2.28K
|
1.12K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
985+ 68.31% |
$296K - $449K
|
2.43K
$485K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
36New |
$10.8K - $16.4K
|
36
$7.19K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.74K+ 335.9% |
$2.93M - $4.44M
|
12.6K
$2.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-28- 65.12% |
$8.42K - $12.8K
|
15
$3K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.96% |
$2.1K - $3.19K
|
738
$147K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
150New |
$45.1K - $68.4K
|
150
$30K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-419- 1.81% |
$126K - $191K
|
22.8K
$4.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57- 9.52% |
$17.1K - $26K
|
542
$108K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
171+ 21.19% |
$51.4K - $78K
|
978
$195K
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
900+ 26.47% |
$271K - $410K
|
4.3K
$859K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
204+ 7.8% |
$61.3K - $93K
|
2.82K
$563K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-251- 24.63% |
$75.5K - $114K
|
768
$153K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5+ 0.19% |
$1.5K - $2.28K
|
2.69K
$536K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.92K+ 231.68% |
$576K - $874K
|
2.74K
$548K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-17- 0.67% |
$5.11K - $7.75K
|
2.54K
$507K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
36+ 3.45% |
$10.8K - $16.4K
|
1.08K
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 2.55% |
$3.01K - $4.56K
|
382
$76.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12New |
$3.61K - $5.47K
|
12
$2.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6+ 0.11% |
$1.8K - $2.74K
|
5.61K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
267+ 2.08% |
$80.3K - $122K
|
13.1K
$2.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.04% |
$301 - $456
|
2.48K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
CALL |
-500- 27.78% |
$150K - $228K
|
1.3K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.56K+ 106.36% |
$2.57M - $3.9M
|
16.6K
$3.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
3K+ 300.0% |
$902K - $1.37M
|
4K
$799K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-44.1K- 32.89% |
$13.3M - $20.1M
|
90K
$18M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-293- 0.37% |
$88.1K - $134K
|
79.1K
$15.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-586- 74.46% |
$176K - $267K
|
201
$40.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
498+ 7.46% |
$150K - $227K
|
7.18K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
20+ 1.25% |
$6.01K - $9.12K
|
1.63K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.94K+ 12.83% |
$582K - $883K
|
17K
$3.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
573+ 45.77% |
$172K - $261K
|
1.83K
$365K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-845- 34.62% |
$254K - $385K
|
1.6K
$319K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-758- 45.91% |
$228K - $346K
|
893
$178K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.36K+ 19.46% |
$708K - $1.07M
|
14.5K
$2.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-31- 2.72% |
$9.32K - $14.1K
|
1.11K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.76K+ 41.74% |
$2.93M - $4.45M
|
33.1K
$6.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
652New |
$196K - $297K
|
652
$130K
|
|