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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
30+ 0.97% |
$9.02K - $13.7K
|
3.13K
$626K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
27+ 1.11% |
$8.12K - $12.3K
|
2.47K
$493K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
27+ 2.53% |
$8.12K - $12.3K
|
1.1K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
26+ 4.0% |
$7.82K - $11.9K
|
676
$135K
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
26+ 3.25% |
$7.82K - $11.9K
|
826
$165K
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
25+ 1.42% |
$7.52K - $11.4K
|
1.79K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
25+ 2.35% |
$7.52K - $11.4K
|
1.09K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
25+ 25.0% |
$7.52K - $11.4K
|
125
$25K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
23+ 121.05% |
$6.92K - $10.5K
|
42
$8.39K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
23+ 1.08% |
$6.92K - $10.5K
|
2.16K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
22New |
$6.62K - $10K
|
22
$4.39K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
22New |
$6.62K - $10K
|
22
$4.39K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22+ 2.43% |
$6.62K - $10K
|
929
$186K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$6.31K - $9.57K
|
21
$4.19K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
20+ 1.25% |
$6.01K - $9.12K
|
1.63K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
18+ 150.0% |
$5.41K - $8.21K
|
30
$5.99K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18New |
$5.41K - $8.21K
|
18
$3.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18New |
$5.41K - $8.21K
|
18
$3.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18New |
$5.41K - $8.21K
|
18
$3.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.96% |
$5.41K - $8.21K
|
1.89K
$377K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
17+ 1.08% |
$5.11K - $7.75K
|
1.59K
$317K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
16+ 16.0% |
$4.81K - $7.29K
|
116
$23.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.38% |
$4.81K - $7.29K
|
4.2K
$839K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
16New |
$4.81K - $7.29K
|
16
$3.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15New |
$4.51K - $6.84K
|
15
$3K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
15+ 1.13% |
$4.51K - $6.84K
|
1.35K
$269K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 1.9% |
$4.51K - $6.84K
|
803
$160K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 0.74% |
$3.91K - $5.93K
|
1.76K
$352K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 11.61% |
$3.91K - $5.93K
|
125
$25K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12New |
$3.61K - $5.47K
|
12
$2.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12New |
$3.61K - $5.47K
|
12
$2.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
11+ 1.87% |
$3.31K - $5.01K
|
600
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$3.01K - $4.56K
|
10
$2K
|
|
|
Nov 12, 2025
Q3 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
10+ 20.0% |
$3.01K - $4.56K
|
60
$12K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$3.01K - $4.56K
|
10
$2K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10+ 26.32% |
$3.01K - $4.56K
|
48
$9.59K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.12% |
$2.71K - $4.1K
|
816
$163K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9+ 0.79% |
$2.71K - $4.1K
|
1.16K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
9+ 0.53% |
$2.71K - $4.1K
|
1.72K
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$2.71K - $4.1K
|
9
$1.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9New |
$2.71K - $4.1K
|
9
$1.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
9+ 1.27% |
$2.71K - $4.1K
|
717
$143K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 80.0% |
$2.41K - $3.65K
|
18
$3.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.85% |
$2.1K - $3.19K
|
827
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7+ 3.32% |
$2.1K - $3.19K
|
218
$43.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.96% |
$2.1K - $3.19K
|
738
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6+ 7.23% |
$1.8K - $2.74K
|
89
$17.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$1.8K - $2.74K
|
6.87K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6+ 0.02% |
$1.8K - $2.74K
|
29.1K
$5.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6+ 0.11% |
$1.8K - $2.74K
|
5.61K
$1.12M
|
|