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 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
39New |
$9.28K - $16.4K
|
39
$7.79K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
35+ 48.61% |
$8.33K - $14.8K
|
107
$21.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30+ 1.31% |
$7.14K - $12.6K
|
2.32K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30+ 1.2% |
$7.14K - $12.6K
|
2.54K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 25.81% |
$5.71K - $10.1K
|
117
$23.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23New |
$5.47K - $9.7K
|
23
$4.59K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22+ 2.32% |
$5.23K - $9.28K
|
970
$194K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21New |
$5K - $8.85K
|
21
$4.19K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$4.76K - $8.43K
|
20
$4K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$4.76K - $8.43K
|
20
$4K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20+ 1.47% |
$4.76K - $8.43K
|
1.38K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19New |
$4.52K - $8.01K
|
19
$3.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16+ 2.01% |
$3.81K - $6.75K
|
811
$162K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15New |
$3.57K - $6.32K
|
15
$3K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
14New |
$3.33K - $5.9K
|
14
$2.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 14.77% |
$3.09K - $5.48K
|
101
$20.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
10+ 0.67% |
$2.38K - $4.22K
|
1.51K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$1.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$1.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$2.14K - $3.79K
|
13
$2.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6New |
$1.43K - $2.53K
|
6
$1.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4New |
$952 - $1.69K
|
4
$799
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 11.54% |
$714 - $1.26K
|
29
$5.79K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 13.64% |
$714 - $1.26K
|
25
$4.99K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$599
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.19% |
$714 - $1.26K
|
1.59K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 25.0% |
$476 - $843
|
10
$2K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$476 - $843
|
2
$400
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$476 - $843
|
2
$400
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2New |
$476 - $843
|
2
$400
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$476 - $843
|
2
$400
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 1.29% |
$476 - $843
|
157
$31.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$238 - $422
|
2.51K
$501K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1New |
$238 - $422
|
1
$200
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 100.0% |
$238 - $422
|
2
$400
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Clear Street Derivatives LLC
New York, NY |
BUY
|
- |
1.21M+ 29.82% |
$290M - $481M
|
5.28M
$1.06B
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
PUT |
666KNew |
$159M - $264M
|
666K
$133M
|
|
|
May 14, 2025
Q1 2025
|
Myda Advisors LLC
Inwood, NY |
BUY
|
PUT |
80.1K+ 400.5% |
$19.2M - $31.8M
|
100K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
73.7K+ 23.19% |
$17.6M - $29.2M
|
392K
$78.2M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
50KNew |
$12M - $19.8M
|
50K
$9.99M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
47.9KNew |
$11.4M - $19M
|
47.9K
$9.56M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21.3KNew |
$5.1M - $8.45M
|
21.3K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.7KNew |
$4.47M - $7.41M
|
18.7K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$3.48M - $5.77M
|
14.5K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
13.6KNew |
$3.24M - $5.38M
|
13.6K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10.8KNew |
$2.58M - $4.28M
|
10.8K
$2.16M
|
|