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 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
6.45KNew |
$1.05M - $3.05M
|
6.45K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.38K+ 118.0% |
$1.04M - $3.02M
|
11.8K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
6.38K+ 28.22% |
$1.04M - $3.02M
|
29K
$9.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.34KNew |
$1.03M - $3M
|
6.34K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.1KNew |
$992K - $2.89M
|
6.1K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.08KNew |
$989K - $2.88M
|
6.08K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.64K+ 150.91% |
$918K - $2.67M
|
9.38K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.55KNew |
$903K - $2.63M
|
5.55K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.52K+ 44.14% |
$898K - $2.62M
|
18K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.4KNew |
$879K - $2.56M
|
5.4K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.31KNew |
$864K - $2.52M
|
5.31K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$846K - $2.46M
|
5.2K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.14KNew |
$837K - $2.44M
|
5.14K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$829K - $2.41M
|
5.09K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
5K+ 100.0% |
$813K - $2.37M
|
10K
$3.19M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.88KNew |
$794K - $2.31M
|
4.88K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.77KNew |
$776K - $2.26M
|
4.77K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.66K+ 100.43% |
$758K - $2.21M
|
9.3K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.59K+ 2.94% |
$747K - $2.17M
|
160K
$51.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
4.56KNew |
$741K - $2.16M
|
4.56K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
4.4KNew |
$716K - $2.08M
|
4.4K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.31K+ 215.5% |
$701K - $2.04M
|
6.31K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.28K+ 30.01% |
$696K - $2.03M
|
18.5K
$5.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.2K+ 12.5% |
$683K - $1.99M
|
37.8K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.91K+ 49.8% |
$635K - $1.85M
|
11.8K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.9K+ 115.25% |
$634K - $1.85M
|
7.28K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3.88KNew |
$631K - $1.84M
|
3.88K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.75K+ 7.34% |
$610K - $1.78M
|
54.9K
$17.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.63K+ 29.81% |
$590K - $1.72M
|
15.8K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
CALL |
3.6KNew |
$586K - $1.71M
|
3.6K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 69.75% |
$584K - $1.7M
|
8.74K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.59K+ 285.28% |
$583K - $1.7M
|
4.84K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.57K+ 42.07% |
$581K - $1.69M
|
12.1K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.52KNew |
$573K - $1.67M
|
3.52K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.5K+ 11.11% |
$569K - $1.66M
|
35K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.38K+ 39.27% |
$549K - $1.6M
|
12K
$3.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.32K+ 73.34% |
$539K - $1.57M
|
7.84K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.3K+ 32.62% |
$537K - $1.57M
|
13.4K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
PUT |
3.3KNew |
$537K - $1.56M
|
3.3K
$1.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.26K+ 28.93% |
$530K - $1.54M
|
14.5K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$524K - $1.53M
|
3.22K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
3.22KNew |
$524K - $1.52M
|
3.22K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
PUT |
3.2KNew |
$521K - $1.52M
|
3.2K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.17KNew |
$515K - $1.5M
|
3.17K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.15K+ 22.48% |
$512K - $1.49M
|
17.2K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.15K+ 34.22% |
$512K - $1.49M
|
12.3K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.14K+ 87.09% |
$511K - $1.49M
|
6.75K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$511K - $1.49M
|
3.14K
$1M
|