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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.94KNew |
$1.54M - $3.31M
|
4.94K
$1.61M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.59KNew |
$494K - $1.07M
|
1.59K
$519K
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1.2KNew |
$374K - $805K
|
1.2K
$392K
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.15KNew |
$358K - $771K
|
1.15K
$376K
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
962New |
$299K - $645K
|
962
$314K
|
|
Feb 14, 2024
Q4 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
500New |
$156K - $335K
|
500
$163K
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
500New |
$156K - $335K
|
500
$163K
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
453New |
$141K - $304K
|
453
$148K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
426New |
$133K - $286K
|
426
$139K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
374New |
$116K - $251K
|
374
$122K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
279New |
$86.9K - $187K
|
279
$91.2K
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
130+ 13.35% |
$40.5K - $87.2K
|
1.1K
$361K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$31.1K - $67.1K
|
100
$32.7K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
64+ 25.81% |
$19.9K - $42.9K
|
312
$102K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
52+ 4.27% |
$16.2K - $34.9K
|
1.27K
$415K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
35New |
$10.9K - $23.5K
|
35
$11.4K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 366.67% |
$3.42K - $7.38K
|
14
$4.58K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3New |
$934 - $2.01K
|
3
$980
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
270KNew |
$85.3M - $125M
|
270K
$88.4M
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
25.1KNew |
$7.91M - $11.6M
|
25.1K
$8.19M
|
|
Nov 14, 2023
Q3 2023
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$473K - $693K
|
1.5K
$490K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.3K+ 200.0% |
$410K - $600K
|
1.95K
$637K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
870New |
$275K - $402K
|
870
$284K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 9.04% |
$4.73K - $6.93K
|
181
$59.2K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$947 - $1.39K
|
3
$980
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 11.11% |
$947 - $1.39K
|
30
$9.8K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2New |
$631 - $924
|
2
$654
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
39.5KNew |
$10.7M - $13.5M
|
39.5K
$12.9M
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.96KNew |
$531K - $671K
|
1.96K
$641K
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.82K+ 260.57% |
$494K - $625K
|
2.52K
$825K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
356+ 13.1% |
$96.5K - $122K
|
3.07K
$1M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
74+ 6.0% |
$20.1K - $25.3K
|
1.31K
$427K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
50New |
$13.6K - $17.1K
|
50
$16.3K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3New |
$813 - $1.03K
|
3
$980
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
- |
5.3KNew |
$769K - $1.58M
|
5.3K
$1.73M
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.5KNew |
$217K - $446K
|
1.5K
$489K
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
735New |
$107K - $219K
|
735
$240K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
659New |
$95.6K - $197K
|
659
$215K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$725 - $1.49K
|
5
$1.63K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2New |
$290 - $597
|
2
$654
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
2New |
$290 - $597
|
2
$654
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1+ 9.09% |
$145 - $298
|
12
$3.92K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Antara Capital LP
New York, NY |
BUY
|
PUT |
165KNew |
$22.5M - $46.2M
|
165K
$53.9M
|
|
Feb 13, 2023
Q4 2022
|
Antara Capital LP
New York, NY |
BUY
|
- |
88.8KNew |
$12.1M - $24.9M
|
88.8K
$29M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
45K+ 300.0% |
$6.15M - $12.6M
|
60K
$19.6M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
40.8KNew |
$5.57M - $11.4M
|
40.8K
$13.3M
|
|
Feb 14, 2023
Q4 2022
|
Qvt Financial LP
New York, NY |
BUY
|
- |
30.4K+ 184.39% |
$4.15M - $8.5M
|
46.8K
$15.3M
|
|
Feb 14, 2023
Q4 2022
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
25KNew |
$3.42M - $7M
|
25K
$8.17M
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
PUT |
3KNew |
$410K - $840K
|
3K
$980K
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
1.71KNew |
$234K - $479K
|
1.71K
$559K
|