Latest Institutional Purchases of Microstrategy Inc (MSTR)
This list provides information on the latest institutional transactions involving Microstrategy Inc (MSTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
70.4K+ 35.53% |
$16.8M - $27.9M
|
268K
$83.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7.34KNew |
$1.76M - $2.91M
|
7.34K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.14K+ 1022.67% |
$1.47M - $2.43M
|
6.74K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 248.07% |
$1.43M - $2.37M
|
8.39K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.04KNew |
$966K - $1.6M
|
4.04K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.97K+ 12.79% |
$949K - $1.57M
|
35K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
2.95K+ 6.36% |
$705K - $1.17M
|
49.3K
$15.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.66KNew |
$637K - $1.06M
|
2.66K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.51KNew |
$601K - $995K
|
2.51K
$782K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 4.16% |
$479K - $793K
|
50.1K
$15.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.8K+ 60.01% |
$431K - $714K
|
4.81K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.55KNew |
$371K - $615K
|
1.55K
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.39K+ 64.89% |
$332K - $550K
|
3.53K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$311K - $515K
|
1.3K
$405K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.27K+ 28.99% |
$304K - $504K
|
5.65K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.18KNew |
$281K - $466K
|
1.18K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.04K+ 20.89% |
$249K - $413K
|
6.03K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.02KNew |
$243K - $402K
|
1.02K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$239K - $397K
|
1K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
965+ 116.27% |
$231K - $383K
|
1.8K
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
948New |
$227K - $376K
|
948
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
900New |
$215K - $357K
|
900
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
873+ 42.88% |
$209K - $346K
|
2.91K
$906K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
820New |
$196K - $325K
|
820
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
806+ 29.0% |
$193K - $320K
|
3.59K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
776New |
$186K - $308K
|
776
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
751+ 42.77% |
$180K - $298K
|
2.51K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
734+ 14.49% |
$176K - $291K
|
5.8K
$1.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
657+ 31.54% |
$157K - $261K
|
2.74K
$853K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
556+ 51.15% |
$133K - $220K
|
1.64K
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
484+ 69.04% |
$116K - $192K
|
1.19K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
428+ 35.02% |
$102K - $170K
|
1.65K
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
378+ 14.89% |
$90.4K - $150K
|
2.92K
$908K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
373+ 10.26% |
$89.2K - $148K
|
4.01K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
356+ 0.7% |
$85.2K - $141K
|
51.3K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
349+ 28.4% |
$83.5K - $138K
|
1.58K
$491K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
338+ 482.86% |
$80.9K - $134K
|
408
$127K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
310+ 3.66% |
$74.2K - $123K
|
8.78K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
309+ 31.63% |
$73.9K - $123K
|
1.29K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
291New |
$69.6K - $115K
|
291
$90.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
239+ 17.68% |
$57.2K - $94.8K
|
1.59K
$496K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
230+ 3.08% |
$55K - $91.2K
|
7.71K
$2.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 146.1% |
$49.3K - $81.7K
|
347
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
205+ 186.36% |
$49.1K - $81.3K
|
315
$98.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
204+ 10.19% |
$48.8K - $80.9K
|
2.21K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
175+ 7.62% |
$41.9K - $69.4K
|
2.47K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
166+ 11.38% |
$39.7K - $65.8K
|
1.63K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
131+ 3.1% |
$31.3K - $51.9K
|
4.36K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
100New |
$23.9K - $39.7K
|
100
$31.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
75+ 6.76% |
$17.9K - $29.7K
|
1.19K
$369K
|