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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
518New |
$123K - $218K
|
518
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
518New |
$123K - $218K
|
518
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
517New |
$123K - $218K
|
517
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
515New |
$123K - $217K
|
515
$103K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
515New |
$123K - $217K
|
515
$103K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
510New |
$121K - $215K
|
510
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
510New |
$121K - $215K
|
510
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
507New |
$121K - $214K
|
507
$101K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
503New |
$120K - $212K
|
503
$100K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
502New |
$119K - $212K
|
502
$100K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
502New |
$119K - $212K
|
502
$100K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
500New |
$119K - $211K
|
500
$99.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
496New |
$118K - $209K
|
496
$99.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
496New |
$118K - $209K
|
496
$99.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
482+ 40.68% |
$115K - $203K
|
1.67K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
426+ 20.02% |
$101K - $180K
|
2.55K
$510K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$95.2K - $169K
|
400
$79.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
316+ 1019.35% |
$75.2K - $133K
|
347
$69.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
300New |
$71.4K - $126K
|
300
$59.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
290+ 475.41% |
$69K - $122K
|
351
$70.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
283New |
$67.3K - $119K
|
283
$56.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
251New |
$59.7K - $106K
|
251
$50.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
227New |
$54K - $95.7K
|
227
$45.3K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
212+ 26.3% |
$50.4K - $89.4K
|
1.02K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
202+ 21.98% |
$48.1K - $85.2K
|
1.12K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
190+ 8.02% |
$45.2K - $80.1K
|
2.56K
$511K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
189+ 3150.0% |
$45K - $79.7K
|
195
$39K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
163+ 21.76% |
$38.8K - $68.7K
|
912
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
156+ 4.35% |
$37.1K - $65.8K
|
3.74K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
152+ 18.14% |
$36.2K - $64.1K
|
990
$198K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
131+ 99.24% |
$31.2K - $55.2K
|
263
$52.5K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
126New |
$30K - $53.1K
|
126
$25.2K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
124+ 7.61% |
$29.5K - $52.3K
|
1.75K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
117+ 16.76% |
$27.8K - $49.3K
|
815
$163K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
115+ 44.06% |
$27.4K - $48.5K
|
376
$75.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
115+ 3.85% |
$27.4K - $48.5K
|
3.1K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$23.8K - $42.2K
|
100
$20K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
100New |
$23.8K - $42.2K
|
100
$20K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
100New |
$23.8K - $42.2K
|
100
$20K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
90New |
$21.4K - $37.9K
|
90
$18K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$12.1K - $21.5K
|
51
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
50New |
$11.9K - $21.1K
|
50
$9.99K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$10.5K - $18.6K
|
44
$8.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 6.77% |
$9.99K - $17.7K
|
662
$132K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
40New |
$9.52K - $16.9K
|
40
$7.99K
|
|