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 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$476 - $843
|
2
$400
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
482+ 40.68% |
$115K - $203K
|
1.67K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20+ 1.47% |
$4.76K - $8.43K
|
1.38K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 13.64% |
$714 - $1.26K
|
25
$4.99K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
44.6KNew |
$10.6M - $18.8M
|
44.6K
$8.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-247- 17.03% |
$58.8K - $104K
|
1.2K
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
774New |
$184K - $326K
|
774
$155K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
9.56KNew |
$2.27M - $4.03M
|
9.56K
$1.91M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
40New |
$9.52K - $16.9K
|
40
$7.99K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
648+ 7.47% |
$154K - $273K
|
9.32K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
212+ 26.3% |
$50.4K - $89.4K
|
1.02K
$203K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
600New |
$143K - $253K
|
600
$120K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-43- 87.76% |
$10.2K - $18.1K
|
6
$1.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
608New |
$145K - $256K
|
608
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
502New |
$119K - $212K
|
502
$100K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
100New |
$23.8K - $42.2K
|
100
$20K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.22KNew |
$527K - $934K
|
2.22K
$442K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5.55KNew |
$1.32M - $2.34M
|
5.55K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
503New |
$120K - $212K
|
503
$100K
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1KNew |
$238K - $422K
|
1K
$200K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
515New |
$123K - $217K
|
515
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1New |
$238 - $422
|
1
$200
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
518New |
$123K - $218K
|
518
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22+ 2.32% |
$5.23K - $9.28K
|
970
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.92K+ 20.79% |
$933K - $1.65M
|
22.8K
$4.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-356- 17.33% |
$84.7K - $150K
|
1.7K
$339K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$10.5K - $18.6K
|
44
$8.79K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-18- 8.65% |
$4.28K - $7.59K
|
190
$38K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
845New |
$201K - $356K
|
845
$169K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
CALL |
3KNew |
$714K - $1.26M
|
3K
$599K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-50K- 50.0% |
$11.9M - $21.1M
|
50K
$9.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 3.81% |
$952 - $1.69K
|
101
$20.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
496New |
$118K - $209K
|
496
$99.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
202+ 21.98% |
$48.1K - $85.2K
|
1.12K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-281- 32.83% |
$66.9K - $118K
|
575
$115K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
558New |
$133K - $235K
|
558
$111K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
163+ 21.76% |
$38.8K - $68.7K
|
912
$182K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
189+ 3150.0% |
$45K - $79.7K
|
195
$39K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
530New |
$126K - $223K
|
530
$106K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2New |
$476 - $843
|
2
$400
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16+ 2.01% |
$3.81K - $6.75K
|
811
$162K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
100New |
$23.8K - $42.2K
|
100
$20K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$95.2K - $169K
|
400
$79.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$12.1K - $21.5K
|
51
$10.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.36K- 52.65% |
$1.75M - $3.1M
|
6.62K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
251New |
$59.7K - $106K
|
251
$50.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
CALL |
1K+ 100.0% |
$238K - $422K
|
2K
$400K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
587New |
$140K - $247K
|
587
$117K
|
|