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 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
360+ 240.0% |
$58.6K - $171K
|
510
$159K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.33KNew |
$217K - $631K
|
1.33K
$415K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
820New |
$133K - $389K
|
820
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.98KNew |
$484K - $1.41M
|
2.98K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
13New |
$2.11K - $6.16K
|
13
$4.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
323+ 13.18% |
$52.5K - $153K
|
2.77K
$864K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.08KNew |
$176K - $513K
|
1.08K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-92.9K- 86.83% |
$15.1M - $44M
|
14.1K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.52K+ 20.01% |
$247K - $721K
|
9.12K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.5KNew |
$244K - $711K
|
1.5K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17.9K+ 450.13% |
$2.91M - $8.47M
|
21.8K
$6.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
37New |
$6.02K - $17.5K
|
37
$11.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-35.7K- 77.37% |
$5.81M - $16.9M
|
10.4K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
206New |
$33.5K - $97.6K
|
206
$64.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.98K- 26.97% |
$1.62M - $4.73M
|
27K
$8.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.2K- 22.39% |
$1.82M - $5.29M
|
38.7K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
2.5KNew |
$407K - $1.18M
|
2.5K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
34New |
$5.53K - $16.1K
|
34
$10.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
852New |
$139K - $404K
|
852
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.6KNew |
$423K - $1.23M
|
2.6K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.18KNew |
$192K - $559K
|
1.18K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$195K - $568K
|
1.2K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
850+ 9.62% |
$138K - $403K
|
9.69K
$3.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.19KNew |
$193K - $562K
|
1.19K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
917New |
$149K - $435K
|
917
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-5.1K- 65.38% |
$830K - $2.42M
|
2.7K
$841K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
610New |
$99.2K - $289K
|
610
$190K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-358- 11.93% |
$58.2K - $170K
|
2.64K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1KNew |
$163K - $475K
|
1K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85+ 14.66% |
$13.8K - $40.3K
|
665
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$253K - $736K
|
1.55K
$484K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
60KNew |
$9.76M - $28.4M
|
60K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-140- 11.29% |
$22.8K - $66.3K
|
1.1K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.21KNew |
$197K - $573K
|
1.21K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
202+ 6.47% |
$32.9K - $95.7K
|
3.32K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07KNew |
$173K - $505K
|
1.07K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
489+ 19.59% |
$79.6K - $232K
|
2.99K
$930K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1KNew |
$163K - $474K
|
1K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
218New |
$35.5K - $103K
|
218
$67.9K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.64K- 46.01% |
$592K - $1.72M
|
4.27K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
894+ 31.26% |
$145K - $424K
|
3.75K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.14KNew |
$185K - $538K
|
1.14K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
858+ 45.66% |
$140K - $407K
|
2.74K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.45K+ 353.48% |
$1.54M - $4.48M
|
12.1K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
272+ 22.67% |
$44.3K - $129K
|
1.47K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$504K - $1.47M
|
3.1K
$965K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
833New |
$136K - $395K
|
833
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 100.0% |
$1.63K - $4.74K
|
20
$6.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
124+ 258.33% |
$20.2K - $58.8K
|
172
$53.6K
|