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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
8.4KNew |
$2M - $3.54M
|
8.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-111- 1.83% |
$26.4K - $46.8K
|
5.95K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
10.3K+ 588.03% |
$2.46M - $4.35M
|
12.1K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
523New |
$124K - $221K
|
523
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
3.1K+ 310.0% |
$738K - $1.31M
|
4.1K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.74KNew |
$653K - $1.16M
|
2.74K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 6.77% |
$9.99K - $17.7K
|
662
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-4.86K- 26.29% |
$1.16M - $2.05M
|
13.6K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.04K- 26.11% |
$247K - $438K
|
2.94K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-112- 8.59% |
$26.7K - $47.2K
|
1.19K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$952 - $1.69K
|
4
$799
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.17K+ 199.25% |
$754K - $1.34M
|
4.76K
$950K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.54KNew |
$604K - $1.07M
|
2.54K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.98K+ 68.47% |
$1.19M - $2.1M
|
12.3K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
567+ 63.07% |
$135K - $239K
|
1.47K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
115+ 44.06% |
$27.4K - $48.5K
|
376
$75.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.03KNew |
$245K - $434K
|
1.03K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.02K- 41.6% |
$242K - $429K
|
1.43K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$476 - $843
|
2
$400
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23New |
$5.47K - $9.7K
|
23
$4.59K
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
BUY
|
- |
5.97MNew |
$1.42B - $2.52B
|
5.97M
$1.19B
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
BUY
|
PUT |
1.36MNew |
$324M - $574M
|
1.36M
$272M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-14.1K- 13.11% |
$3.35M - $5.93M
|
93.3K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-681- 2.97% |
$162K - $287K
|
22.2K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-51.1K- 83.63% |
$12.2M - $21.5M
|
10K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19New |
$4.52K - $8.01K
|
19
$3.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
62.5K+ 3290.0% |
$14.9M - $26.4M
|
64.4K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
538New |
$128K - $227K
|
538
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
727New |
$173K - $307K
|
727
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15New |
$3.57K - $6.32K
|
15
$3K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
612New |
$146K - $258K
|
612
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
41KNew |
$9.74M - $17.3M
|
41K
$8.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
290+ 475.41% |
$69K - $122K
|
351
$70.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
10.3KNew |
$2.45M - $4.34M
|
10.3K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-733- 6.61% |
$174K - $309K
|
10.4K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-129- 0.98% |
$30.7K - $54.4K
|
13K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
638New |
$152K - $269K
|
638
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
8.81KNew |
$2.1M - $3.71M
|
8.81K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
426+ 20.02% |
$101K - $180K
|
2.55K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.07K+ 63.95% |
$255K - $452K
|
2.75K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
550New |
$131K - $232K
|
550
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
CALL |
-4.5K- 29.41% |
$1.07M - $1.9M
|
10.8K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.86KNew |
$681K - $1.21M
|
2.86K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
50New |
$11.9K - $21.1K
|
50
$9.99K
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
31.8KNew |
$7.57M - $13.4M
|
31.8K
$6.35M
|
|