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 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-1.8KClosed |
$811K - $1.53M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mfn Partners Management, LP
Boston, MA |
SELL
|
PUT |
-41.2KClosed |
$18.6M - $35M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-685Closed |
$309K - $581K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Iridian Asset Management LLC
|
SELL
|
- |
-1.31KClosed |
$590K - $1.11M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Steadview Capital Management LLC
London, X0 |
SELL
|
- |
-133KClosed |
$60.1M - $113M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.5KClosed |
$2.93M - $5.52M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-191Closed |
$86K - $162K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-507Closed |
$228K - $430K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-251Closed |
$113K - $213K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-395Closed |
$178K - $335K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-500Closed |
$225K - $424K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
400+ 62.31% |
$180K - $339K
|
1.04K
$369K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-200Closed |
$90.1K - $170K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-5Closed |
$2.25K - $4.24K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-403Closed |
$182K - $342K
|
0
$0
|
|
Q1 2021 | |||||||
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-42.7KClosed |
$18.1M - $54.3M
|
0
$0
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-130- 46.43% |
$55.3K - $165K
|
150
$53.1K
|
|
May 17, 2021
Q1 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-80.8KClosed |
$34.4M - $103M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
18.7K+ 492.11% |
$7.95M - $23.8M
|
22.5K
$7.96M
|
|
May 17, 2021
Q1 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6.67KClosed |
$2.84M - $8.49M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Evr Research LP
Richmond, VA |
SELL
|
- |
-10KClosed |
$4.25M - $12.7M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-14.3KClosed |
$6.08M - $18.2M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-17KClosed |
$7.23M - $21.6M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tabor Asset Management, LP
New York, NY |
SELL
|
- |
-5.75KClosed |
$2.45M - $7.32M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-761Closed |
$324K - $969K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.36KClosed |
$1.43M - $4.27M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.9KClosed |
$2.51M - $7.51M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Saltoro Capital, LP
Dallas, TX |
SELL
|
- |
-2.75KClosed |
$1.17M - $3.5M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-2.71KClosed |
$1.15M - $3.44M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-153Closed |
$65.1K - $195K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-51Closed |
$21.7K - $64.9K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-737Closed |
$313K - $938K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
CALL |
-4.6KClosed |
$1.96M - $5.86M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-46.3KClosed |
$19.7M - $59M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Ruffer LLP
|
SELL
|
- |
-138KClosed |
$58.6M - $175M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-50.3KClosed |
$21.4M - $64M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-8.58KClosed |
$3.65M - $10.9M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-712Closed |
$303K - $906K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-124Closed |
$52.7K - $158K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-535Closed |
$227K - $681K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
31New |
$13.2K - $39.5K
|
31
$11K
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1Closed |
$425 - $1.27K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-950Closed |
$404K - $1.21M
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-3Closed |
$1.28K - $3.82K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-69Closed |
$29.3K - $87.8K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.17KClosed |
$498K - $1.49M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Factorial Partners, LLC
|
SELL
|
- |
-2.22KClosed |
$325K - $866K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-114KClosed |
$16.8M - $44.6M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.49KClosed |
$364K - $969K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.21KClosed |
$177K - $471K
|
0
$0
|