Purchases and Sales Made in Q3 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q3 2024. The information is specifically focused on institutions that hold shares of MICROSTRATEGY Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.73KNew |
$198K - $3.12M
|
1.73K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 900.0% |
$198K - $3.11M
|
1.92K
$648K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.72K+ 902.62% |
$197K - $3.1M
|
1.92K
$647K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.71K+ 921.62% |
$195K - $3.07M
|
1.89K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.7KNew |
$194K - $3.06M
|
1.7K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.69KNew |
$193K - $3.04M
|
1.69K
$570K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.68K+ 900.0% |
$192K - $3.03M
|
1.87K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.67KNew |
$191K - $3.01M
|
1.67K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.66K+ 2051.85% |
$190K - $2.99M
|
1.74K
$589K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.66KNew |
$190K - $2.99M
|
1.66K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.63KNew |
$186K - $2.93M
|
1.63K
$550K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.62K+ 47.26% |
$186K - $2.92M
|
5.06K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.62K+ 1001.85% |
$186K - $2.92M
|
1.79K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.6K+ 900.0% |
$183K - $2.88M
|
1.78K
$601K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.6KNew |
$183K - $2.88M
|
1.6K
$540K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.56KNew |
$178K - $2.81M
|
1.56K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.56K+ 905.81% |
$178K - $2.8M
|
1.73K
$584K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.55KNew |
$178K - $2.8M
|
1.55K
$525K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.55KNew |
$177K - $2.79M
|
1.55K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.54KNew |
$176K - $2.76M
|
1.54K
$519K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.52KNew |
$174K - $2.74M
|
1.52K
$514K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.49K+ 900.0% |
$171K - $2.69M
|
1.66K
$561K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.48K+ 801.63% |
$169K - $2.66M
|
1.66K
$560K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$167K - $2.62M
|
1.46K
$492K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.45KNew |
$166K - $2.61M
|
1.45K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.44K+ 900.0% |
$165K - $2.59M
|
1.6K
$540K
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.44K+ 900.0% |
$165K - $2.59M
|
1.6K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.43K+ 872.56% |
$164K - $2.58M
|
1.6K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 900.0% |
$164K - $2.58M
|
1.59K
$537K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.43K+ 792.78% |
$163K - $2.57M
|
1.61K
$543K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.41KNew |
$161K - $2.54M
|
1.41K
$477K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.41K+ 94.19% |
$161K - $2.54M
|
2.91K
$982K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.4K+ 900.0% |
$159K - $2.51M
|
1.55K
$523K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.39KNew |
$159K - $2.5M
|
1.39K
$469K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.38K+ 537.74% |
$158K - $2.49M
|
1.64K
$554K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.38KNew |
$158K - $2.48M
|
1.38K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.37KNew |
$157K - $2.47M
|
1.37K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.36KNew |
$155K - $2.45M
|
1.36K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 737.7% |
$154K - $2.43M
|
1.53K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.35K+ 54.42% |
$154K - $2.42M
|
3.82K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.34KNew |
$153K - $2.41M
|
1.34K
$453K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.34KNew |
$153K - $2.4M
|
1.34K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.33KNew |
$152K - $2.39M
|
1.33K
$449K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29KNew |
$148K - $2.33M
|
1.29K
$436K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.26KNew |
$144K - $2.26M
|
1.26K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.25KNew |
$143K - $2.25M
|
1.25K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.25KNew |
$143K - $2.25M
|
1.25K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
1.25K+ 1022.95% |
$143K - $2.25M
|
1.37K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.24KNew |
$142K - $2.24M
|
1.24K
$420K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.24KNew |
$142K - $2.23M
|
1.24K
$419K
|