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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
126New |
$20.5K - $59.7K
|
126
$25.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3New |
$488 - $1.42K
|
3
$599
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
PUT |
2KNew |
$325K - $948K
|
2K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
50New |
$8.13K - $23.7K
|
50
$9.99K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.2KNew |
$357K - $1.04M
|
2.2K
$439K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-19- 1.07% |
$3.09K - $9K
|
1.75K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
765New |
$124K - $362K
|
765
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-8.67K- 66.69% |
$1.41M - $4.11M
|
4.33K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-13.2K- 50.0% |
$2.14M - $6.23M
|
13.2K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.62KNew |
$263K - $765K
|
1.62K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.14K - $3.32K
|
7
$1.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
1KNew |
$163K - $474K
|
1K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
13.8KNew |
$2.24M - $6.53M
|
13.8K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-982- 48.14% |
$160K - $465K
|
1.06K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.3KNew |
$375K - $1.09M
|
2.3K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-100- 5.0% |
$16.3K - $47.4K
|
1.9K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
BUY
|
- |
910New |
$148K - $431K
|
910
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$5.99K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$829K - $2.41M
|
5.09K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48+ 22.64% |
$7.81K - $22.7K
|
260
$51.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.12KNew |
$508K - $1.48M
|
3.12K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500New |
$81.3K - $237K
|
500
$99.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
2KNew |
$325K - $948K
|
2K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.5KNew |
$245K - $712K
|
1.5K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
PUT |
3.2KNew |
$521K - $1.52M
|
3.2K
$639K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
87New |
$14.2K - $41.2K
|
87
$17.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.01KNew |
$165K - $480K
|
1.01K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.58KNew |
$420K - $1.22M
|
2.58K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
17New |
$2.77K - $8.06K
|
17
$3.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
820New |
$133K - $389K
|
820
$164K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
770New |
$125K - $365K
|
770
$154K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.45K+ 31.51% |
$236K - $688K
|
6.06K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.7K+ 59.53% |
$6.95M - $20.3M
|
115K
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
850New |
$138K - $403K
|
850
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
CALL |
3.6KNew |
$586K - $1.71M
|
3.6K
$719K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16New |
$2.6K - $7.58K
|
16
$3.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.35KNew |
$219K - $638K
|
1.35K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
800New |
$130K - $379K
|
800
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9New |
$1.46K - $4.26K
|
9
$1.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
4.4KNew |
$716K - $2.08M
|
4.4K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-17.7K- 85.51% |
$2.88M - $8.39M
|
3K
$599K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$1.14K - $3.32K
|
7
$1.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
740New |
$120K - $351K
|
740
$148K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 40.0% |
$16.3K - $47.4K
|
150
$30K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
703New |
$114K - $333K
|
703
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4New |
$651 - $1.9K
|
4
$799
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
PUT |
3.3KNew |
$537K - $1.56M
|
3.3K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.5KNew |
$2.36M - $6.86M
|
14.5K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$599K
|
|