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 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30+ 1.31% |
$7.14K - $12.6K
|
2.32K
$463K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$23.8K - $42.2K
|
100
$20K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
227New |
$54K - $95.7K
|
227
$45.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
650New |
$155K - $274K
|
650
$130K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 27.17% |
$71.4K - $126K
|
804
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
532New |
$127K - $224K
|
532
$106K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.02KNew |
$1.67M - $2.96M
|
7.02K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
528New |
$126K - $223K
|
528
$105K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-431- 33.99% |
$103K - $182K
|
837
$167K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-15- 8.57% |
$3.57K - $6.32K
|
160
$32K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
502New |
$119K - $212K
|
502
$100K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.58KNew |
$376K - $667K
|
1.58K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-725- 98.77% |
$173K - $306K
|
9
$1.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-153- 23.79% |
$36.4K - $64.5K
|
490
$97.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-118- 5.04% |
$28.1K - $49.7K
|
2.22K
$444K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-80- 38.1% |
$19K - $33.7K
|
130
$26K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
19.4K+ 20.4% |
$4.61M - $8.17M
|
114K
$22.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
683+ 13.47% |
$163K - $288K
|
5.76K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.03K- 16.45% |
$244K - $433K
|
5.22K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 14.77% |
$3.09K - $5.48K
|
101
$20.2K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-59- 8.27% |
$14K - $24.9K
|
654
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
925+ 22.17% |
$220K - $390K
|
5.1K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.29K+ 2.68% |
$306K - $543K
|
49.3K
$9.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3.6KNew |
$857K - $1.52M
|
3.6K
$719K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
749New |
$178K - $316K
|
749
$150K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$1.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
PUT |
77.5KNew |
$18.4M - $32.7M
|
77.5K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.99KNew |
$1.43M - $2.53M
|
5.99K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.1KNew |
$262K - $464K
|
1.1K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
35+ 48.61% |
$8.33K - $14.8K
|
107
$21.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$238 - $422
|
2.51K
$501K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
117+ 16.76% |
$27.8K - $49.3K
|
815
$163K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
540New |
$128K - $228K
|
540
$108K
|
|
|
Aug 07, 2025
Q2 2025
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-3.8K- 35.19% |
$904K - $1.6M
|
7K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.38KNew |
$327K - $580K
|
1.38K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-4- 80.0% |
$952 - $1.69K
|
1
$200
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
941New |
$224K - $397K
|
941
$188K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$4.76K - $8.43K
|
20
$4K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-653- 8.75% |
$155K - $275K
|
6.81K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
131+ 99.24% |
$31.2K - $55.2K
|
263
$52.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
715New |
$170K - $301K
|
715
$143K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.92K+ 65.99% |
$457K - $810K
|
4.83K
$965K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
CALL |
5KNew |
$1.19M - $2.11M
|
5K
$999K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
541New |
$129K - $228K
|
541
$108K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-49- 71.01% |
$11.7K - $20.7K
|
20
$4K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 11.54% |
$714 - $1.26K
|
29
$5.79K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
536New |
$128K - $226K
|
536
$107K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
316+ 1019.35% |
$75.2K - $133K
|
347
$69.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.44K+ 31.35% |
$1.06M - $1.87M
|
18.6K
$3.72M
|
|