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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
541New |
$129K - $228K
|
541
$108K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$476 - $843
|
4
$799
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-884- 33.96% |
$210K - $373K
|
1.72K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
14New |
$3.33K - $5.9K
|
14
$2.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
532New |
$127K - $224K
|
532
$106K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
2.31KNew |
$550K - $975K
|
2.31K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
684New |
$163K - $288K
|
684
$137K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
515New |
$123K - $217K
|
515
$103K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 4.44% |
$47.6K - $84.3K
|
4.3K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-100- 10.2% |
$23.8K - $42.2K
|
880
$176K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
575New |
$137K - $242K
|
575
$115K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-192- 16.34% |
$45.7K - $80.9K
|
983
$196K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-668- 40.07% |
$159K - $282K
|
999
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$1.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.18K- 67.53% |
$280K - $495K
|
565
$113K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
551New |
$131K - $232K
|
551
$110K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
586New |
$139K - $247K
|
586
$117K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
707New |
$168K - $298K
|
707
$141K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
496New |
$118K - $209K
|
496
$99.1K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
600New |
$143K - $253K
|
600
$120K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-173- 0.61% |
$41.2K - $72.9K
|
28K
$5.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.55KNew |
$369K - $653K
|
1.55K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
1.8KNew |
$428K - $759K
|
1.8K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
520New |
$124K - $219K
|
520
$104K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
912New |
$217K - $385K
|
912
$182K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
507New |
$121K - $214K
|
507
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-527- 44.7% |
$125K - $222K
|
652
$130K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
126New |
$30K - $53.1K
|
126
$25.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
570New |
$136K - $240K
|
570
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-525- 9.24% |
$125K - $221K
|
5.16K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30+ 1.2% |
$7.14K - $12.6K
|
2.54K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
566New |
$135K - $239K
|
566
$113K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
10+ 0.67% |
$2.38K - $4.22K
|
1.51K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
3.83KNew |
$911K - $1.61M
|
3.83K
$764K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
545New |
$130K - $230K
|
545
$109K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6New |
$1.43K - $2.53K
|
6
$1.2K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
518New |
$123K - $218K
|
518
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21New |
$5K - $8.85K
|
21
$4.19K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
190+ 8.02% |
$45.2K - $80.1K
|
2.56K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
517New |
$123K - $218K
|
517
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 100.0% |
$238 - $422
|
2
$400
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 1066.67% |
$7.61K - $13.5K
|
35
$6.99K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-154- 8.78% |
$36.6K - $64.9K
|
1.6K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
1.9KNew |
$452K - $801K
|
1.9K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 25.81% |
$5.71K - $10.1K
|
117
$23.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
90New |
$21.4K - $37.9K
|
90
$18K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
600New |
$143K - $253K
|
600
$120K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.1KNew |
$261K - $463K
|
1.1K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|