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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
37+ 370.0% |
$6.02K - $17.5K
|
47
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
37New |
$6.02K - $17.5K
|
37
$12.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35+ 3.23% |
$5.69K - $16.6K
|
1.12K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
34New |
$5.53K - $16.1K
|
34
$11.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33New |
$5.37K - $15.6K
|
33
$10.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$9.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
30+ 0.33% |
$4.88K - $14.2K
|
8.99K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$9.8K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$9.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
29New |
$4.72K - $13.7K
|
29
$9.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29+ 72.5% |
$4.72K - $13.7K
|
69
$22.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$8.17K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25+ 8.33% |
$4.07K - $11.8K
|
325
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$8.17K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$8.17K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
25+ 1.39% |
$4.07K - $11.8K
|
1.83K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$3.9K - $11.4K
|
24
$7.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 1.45% |
$3.9K - $11.4K
|
1.68K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$3.58K - $10.4K
|
22
$7.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$6.54K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$6.54K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$6.54K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 1.36% |
$3.09K - $9K
|
1.42K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$2.93K - $8.53K
|
18
$5.88K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
17New |
$2.77K - $8.06K
|
17
$5.56K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17New |
$2.77K - $8.06K
|
17
$5.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16New |
$2.6K - $7.58K
|
16
$5.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
16New |
$2.6K - $7.58K
|
16
$5.23K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15New |
$2.44K - $7.11K
|
15
$4.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 23.73% |
$2.28K - $6.63K
|
73
$23.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14New |
$2.28K - $6.63K
|
14
$4.58K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
13New |
$2.11K - $6.16K
|
13
$4.25K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 37.5% |
$1.95K - $5.69K
|
44
$14.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12New |
$1.95K - $5.69K
|
12
$3.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.07% |
$1.79K - $5.21K
|
14.8K
$4.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 42.31% |
$1.79K - $5.21K
|
37
$12.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 47.62% |
$1.63K - $4.74K
|
31
$10.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10+ 1.69% |
$1.63K - $4.74K
|
600
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 100.0% |
$1.63K - $4.74K
|
20
$6.54K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
10+ 25.0% |
$1.63K - $4.74K
|
50
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9New |
$1.46K - $4.26K
|
9
$2.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$1.3K - $3.79K
|
8
$2.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 34.78% |
$1.3K - $3.79K
|
31
$10.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8+ 26.67% |
$1.3K - $3.79K
|
38
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.14K - $3.32K
|
7
$2.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$1.14K - $3.32K
|
7
$2.29K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 4.12% |
$1.14K - $3.32K
|
177
$57.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$813 - $2.37K
|
5
$1.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4New |
$651 - $1.9K
|
4
$1.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4New |
$651 - $1.9K
|
4
$1.31K
|