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 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
175New |
$28.5K - $82.9K
|
175
$55.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
167New |
$27.2K - $79.1K
|
167
$53.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 44.12% |
$26.8K - $78.2K
|
539
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
161+ 0.23% |
$26.2K - $76.3K
|
70.5K
$22.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
160+ 53.33% |
$26K - $75.8K
|
460
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151+ 62.92% |
$24.6K - $71.5K
|
391
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
149+ 6.59% |
$24.2K - $70.6K
|
2.41K
$770K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
147+ 61.25% |
$23.9K - $69.7K
|
387
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
136New |
$22.1K - $64.4K
|
136
$43.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
135+ 103.85% |
$22K - $64K
|
265
$84.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 62.38% |
$21.3K - $62.1K
|
341
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
128New |
$20.8K - $60.7K
|
128
$40.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
128New |
$20.8K - $60.7K
|
128
$40.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
126New |
$20.5K - $59.7K
|
126
$40.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
125+ 7.84% |
$20.3K - $59.2K
|
1.72K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
124+ 258.33% |
$20.2K - $58.8K
|
172
$54.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
121+ 6.32% |
$19.7K - $57.3K
|
2.04K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
120+ 30.0% |
$19.5K - $56.9K
|
520
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
113New |
$18.4K - $53.5K
|
113
$36.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
112New |
$18.2K - $53.1K
|
112
$35.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
110New |
$17.9K - $52.1K
|
110
$35.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
107New |
$17.4K - $50.7K
|
107
$34.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
100+ 1.5% |
$16.3K - $47.4K
|
6.76K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
100+ 5.0% |
$16.3K - $47.4K
|
2.1K
$671K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
97New |
$15.8K - $46K
|
97
$31K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
87New |
$14.2K - $41.2K
|
87
$27.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
87New |
$14.2K - $41.2K
|
87
$27.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85+ 14.66% |
$13.8K - $40.3K
|
665
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
83New |
$13.5K - $39.3K
|
83
$26.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
80+ 61.54% |
$13K - $37.9K
|
210
$67.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 422.22% |
$12.4K - $36K
|
94
$30K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$12.2K - $35.5K
|
75
$24K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 208.82% |
$11.6K - $33.6K
|
105
$33.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$22.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$22.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 130.77% |
$11.1K - $32.2K
|
120
$38.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
67+ 2.17% |
$10.9K - $31.7K
|
3.16K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 3.22% |
$10.6K - $30.8K
|
2.08K
$665K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
55+ 1.83% |
$8.95K - $26.1K
|
3.06K
$976K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
53New |
$8.62K - $25.1K
|
53
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
50New |
$8.13K - $23.7K
|
50
$16K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 2.5% |
$8.13K - $23.7K
|
2.05K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 0.94% |
$8.13K - $23.7K
|
5.38K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48+ 22.64% |
$7.81K - $22.7K
|
260
$83.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$7.32K - $21.3K
|
45
$14.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
45New |
$7.32K - $21.3K
|
45
$14.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
40+ 100.0% |
$6.51K - $19K
|
80
$25.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 38.24% |
$6.34K - $18.5K
|
141
$45K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38New |
$6.18K - $18K
|
38
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
37New |
$6.02K - $17.5K
|
37
$11.8K
|