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 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 666.67% |
$22.9K - $360K
|
230
$71.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
CALL |
12.3K+ 6150.0% |
$1.41M - $22.1M
|
12.5K
$3.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.66KNew |
$190K - $2.99M
|
1.66K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.22KNew |
$139K - $2.2M
|
1.22K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.06K+ 1096.49% |
$1.04M - $16.3M
|
9.88K
$3.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$15.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.43K+ 792.78% |
$163K - $2.57M
|
1.61K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$229 - $3.6K
|
2
$623
|
|
|
Oct 28, 2024
Q3 2024
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
211KNew |
$24.1M - $380M
|
211K
$65.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
BUY
|
CALL |
2.2K+ 733.33% |
$251K - $3.96M
|
2.5K
$779K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.68K+ 900.0% |
$192K - $3.03M
|
1.87K
$582K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
2.56K+ 936.63% |
$292K - $4.6M
|
2.83K
$881K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.3K+ 908.26% |
$377K - $5.93M
|
3.66K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
1KNew |
$114K - $1.8M
|
1K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.63KNew |
$186K - $2.93M
|
1.63K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
225+ 900.0% |
$25.7K - $405K
|
250
$77.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$28K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
117+ 900.0% |
$13.4K - $211K
|
130
$40.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
693+ 900.0% |
$79.2K - $1.25M
|
770
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.4K+ 900.0% |
$159K - $2.51M
|
1.55K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
180+ 900.0% |
$20.6K - $324K
|
200
$62.3K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
CALL |
2KNew |
$229K - $3.6M
|
2K
$623K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
238K+ 224965.09% |
$27.3M - $429M
|
239K
$74.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.45KNew |
$166K - $2.61M
|
1.45K
$452K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
29.1K+ 905.98% |
$3.32M - $52.3M
|
32.3K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.6K- 68.44% |
$411K - $6.48M
|
1.66K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
540+ 900.0% |
$61.7K - $972K
|
600
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
2.97K+ 900.0% |
$339K - $5.35M
|
3.3K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.2K+ 907.35% |
$6.88M - $108M
|
66.8K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9K+ 938.7% |
$2.62M - $41.3M
|
25.4K
$7.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
16.4K+ 9327.27% |
$1.88M - $29.6M
|
16.6K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
320+ 820.51% |
$36.6K - $576K
|
359
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.25KNew |
$143K - $2.25M
|
1.25K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$1.71K - $27K
|
15
$4.67K
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.44K+ 900.0% |
$165K - $2.59M
|
1.6K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
352+ 926.32% |
$40.2K - $634K
|
390
$121K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
471+ 981.25% |
$53.8K - $848K
|
519
$162K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
CALL |
300New |
$34.3K - $540K
|
300
$93.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.18K+ 897.18% |
$363K - $5.72M
|
3.53K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.89K+ 1032.14% |
$330K - $5.2M
|
3.17K
$987K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.2KNew |
$137K - $2.16M
|
1.2K
$374K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.5K+ 1108.36% |
$742K - $11.7M
|
7.08K
$2.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$623K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2New |
$229 - $3.6K
|
2
$623
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1KNew |
$114K - $1.8M
|
1K
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$15.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
89+ 809.09% |
$10.2K - $160K
|
100
$31.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
900+ 900.0% |
$103K - $1.62M
|
1K
$311K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-260K- 91.13% |
$268M - $450M
|
25.3K
$7.89M
|
|