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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-9K- 92.32% |
$2.15M - $3.57M
|
749
$150K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.42KNew |
$339K - $561K
|
1.42K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
CALL |
100New |
$23.9K - $39.7K
|
100
$20K
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.01KNew |
$720K - $1.19M
|
3.01K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
170New |
$40.7K - $67.4K
|
170
$34K
|
|
|
May 14, 2025
Q1 2025
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-60.4K- 92.92% |
$14.5M - $23.9M
|
4.6K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
PUT |
-314K- 57.73% |
$75.2M - $125M
|
230K
$45.9M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
756New |
$181K - $300K
|
756
$151K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$1.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
PUT |
666KNew |
$159M - $264M
|
666K
$133M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-50- 6.67% |
$12K - $19.8K
|
700
$140K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$3.48M - $5.77M
|
14.5K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Myda Advisors LLC
Inwood, NY |
BUY
|
PUT |
80.1K+ 400.5% |
$19.2M - $31.8M
|
100K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.73K+ 557.55% |
$1.37M - $2.27M
|
6.75K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
50KNew |
$12M - $19.8M
|
50K
$9.99M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
43+ 0.8% |
$10.3K - $17K
|
5.44K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
500New |
$120K - $198K
|
500
$99.9K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
737New |
$176K - $292K
|
737
$147K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.09KNew |
$261K - $433K
|
1.09K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
73.7K+ 23.19% |
$17.6M - $29.2M
|
392K
$78.2M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
910New |
$218K - $361K
|
910
$182K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 33.33% |
$23.9K - $39.7K
|
400
$79.9K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
296New |
$70.8K - $117K
|
296
$59.1K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.64K+ 27.56% |
$392K - $650K
|
7.59K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-4.4K- 64.71% |
$1.05M - $1.74M
|
2.4K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6- 0.46% |
$1.44K - $2.38K
|
1.31K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
110+ 12.64% |
$26.3K - $43.6K
|
980
$196K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175- 17.86% |
$41.9K - $69.4K
|
805
$161K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$40K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$239 - $397
|
1
$200
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$40K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40+ 4.7% |
$9.57K - $15.9K
|
891
$178K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$12K - $19.8K
|
5.5K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35+ 50.0% |
$8.37K - $13.9K
|
105
$21K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 15.4% |
$19.9K - $32.9K
|
622
$124K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$2.4K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16New |
$3.83K - $6.34K
|
16
$3.2K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$479 - $793
|
2
$400
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29+ 50.0% |
$6.94K - $11.5K
|
87
$17.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1New |
$239 - $397
|
1
$200
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.14K- 73.61% |
$752K - $1.25M
|
1.13K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.2KNew |
$287K - $476K
|
1.2K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
770New |
$184K - $305K
|
770
$154K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-79- 7.05% |
$18.9K - $31.3K
|
1.04K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.43KNew |
$342K - $567K
|
1.43K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
47.9KNew |
$11.4M - $19M
|
47.9K
$9.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-12- 1.35% |
$2.87K - $4.76K
|
879
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-78- 8.18% |
$18.7K - $30.9K
|
875
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
356+ 28.48% |
$85.2K - $141K
|
1.61K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 9.09% |
$1.2K - $1.98K
|
50
$9.99K
|
|