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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
PUT |
7KNew |
$2.18M - $4.69M
|
7K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
CALL |
-45K- 90.0% |
$14M - $30.2M
|
5K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
6.6KNew |
$2.05M - $4.43M
|
6.6K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
500New |
$156K - $335K
|
500
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3New |
$934 - $2.01K
|
3
$934
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
962New |
$299K - $645K
|
962
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Corriente Advisors, LLC
Fort Worth, TX |
BUY
|
PUT |
13.4KNew |
$4.17M - $8.99M
|
13.4K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.15KNew |
$358K - $771K
|
1.15K
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
130+ 13.35% |
$40.5K - $87.2K
|
1.1K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1.2KNew |
$374K - $805K
|
1.2K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Nkcfo LLC
|
SELL
|
- |
-500- 15.87% |
$156K - $335K
|
2.65K
$825K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
374New |
$116K - $251K
|
374
$116K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-248- 21.25% |
$77.2K - $166K
|
919
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
PUT |
-1- 2.78% |
$311 - $671
|
35
$10.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.94KNew |
$1.54M - $3.31M
|
4.94K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$31.1K - $67.1K
|
100
$31.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
426New |
$133K - $286K
|
426
$133K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
35New |
$10.9K - $23.5K
|
35
$10.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-31.2K- 68.3% |
$9.72M - $20.9M
|
14.5K
$4.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
500New |
$156K - $335K
|
500
$156K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.59KNew |
$494K - $1.07M
|
1.59K
$495K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-327- 42.75% |
$102K - $219K
|
438
$136K
|
|
| Q3 2023 | |||||||
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-722Closed |
$228K - $333K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-500- 38.46% |
$158K - $231K
|
800
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$473K - $693K
|
1.5K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-18.7K- 89.05% |
$5.9M - $8.64M
|
2.3K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
270KNew |
$85.3M - $125M
|
270K
$84.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-16.3K- 89.07% |
$5.14M - $7.53M
|
2K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$947 - $1.39K
|
3
$934
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12- 10.17% |
$3.79K - $5.54K
|
106
$33K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 11.11% |
$947 - $1.39K
|
30
$9.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 9.04% |
$4.73K - $6.93K
|
181
$56.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-200- 22.86% |
$63.1K - $92.4K
|
675
$210K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.29K- 38.96% |
$407K - $595K
|
2.02K
$629K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
870New |
$275K - $402K
|
870
$271K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2New |
$631 - $924
|
2
$623
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.3K+ 200.0% |
$410K - $600K
|
1.95K
$607K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
356+ 13.1% |
$96.5K - $122K
|
3.07K
$957K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.82K+ 260.57% |
$494K - $625K
|
2.52K
$786K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
74+ 6.0% |
$20.1K - $25.3K
|
1.31K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
50New |
$13.6K - $17.1K
|
50
$15.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.74K- 24.0% |
$1.28M - $1.62M
|
15K
$4.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-206- 25.91% |
$55.8K - $70.5K
|
589
$183K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
39.5KNew |
$10.7M - $13.5M
|
39.5K
$12.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3New |
$813 - $1.03K
|
3
$934
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.5KNew |
$217K - $446K
|
1.5K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 1.92% |
$290 - $597
|
102
$31.8K
|
|
|
May 15, 2023
Q1 2023
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
- |
5.3KNew |
$769K - $1.58M
|
5.3K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2New |
$290 - $597
|
2
$623
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 11.76% |
$290 - $597
|
15
$4.67K
|
|