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 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.41K+ 852.5% |
$390K - $6.14M
|
3.81K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.4K+ 1517.41% |
$389K - $6.12M
|
3.62K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.3K+ 908.26% |
$377K - $5.93M
|
3.66K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.25K+ 900.0% |
$371K - $5.85M
|
3.61K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.18K+ 897.18% |
$363K - $5.72M
|
3.53K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.18KNew |
$363K - $5.72M
|
3.18K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.17KNew |
$363K - $5.71M
|
3.17K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
3.16K+ 1137.05% |
$361K - $5.69M
|
3.44K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.15K+ 892.07% |
$360K - $5.67M
|
3.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.11K+ 86.39% |
$355K - $5.6M
|
6.71K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.11K+ 1237.45% |
$355K - $5.59M
|
3.36K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.08K+ 1031.1% |
$352K - $5.55M
|
3.38K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.08K+ 1024.25% |
$352K - $5.55M
|
3.38K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
3KNew |
$343K - $5.4M
|
3K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.98K+ 1474.26% |
$340K - $5.36M
|
3.18K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.98K+ 1663.13% |
$340K - $5.36M
|
3.16K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
2.97K+ 900.0% |
$339K - $5.35M
|
3.3K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.94K+ 1406.7% |
$336K - $5.29M
|
3.15K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.93K+ 573.73% |
$334K - $5.27M
|
3.44K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.93K+ 900.0% |
$334K - $5.27M
|
3.25K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.89K+ 1032.14% |
$330K - $5.2M
|
3.17K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.87K+ 876.15% |
$327K - $5.16M
|
3.19K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.81K+ 896.81% |
$321K - $5.05M
|
3.12K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
2.8K+ 1400.0% |
$320K - $5.04M
|
3K
$980K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.8K+ 944.59% |
$320K - $5.03M
|
3.09K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.8K+ 798.86% |
$320K - $5.03M
|
3.15K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.79K+ 898.71% |
$318K - $5.02M
|
3.1K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.74K+ 272.51% |
$313K - $4.93M
|
3.74K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.7K+ 900.0% |
$309K - $4.86M
|
3K
$980K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.7K+ 900.0% |
$309K - $4.86M
|
3K
$980K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.67K+ 809.09% |
$305K - $4.81M
|
3K
$980K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.61K+ 1057.89% |
$299K - $4.7M
|
2.86K
$935K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.61KNew |
$298K - $4.7M
|
2.61K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 1297.5% |
$297K - $4.67M
|
2.8K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.58KNew |
$295K - $4.65M
|
2.58K
$844K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
2.56K+ 936.63% |
$292K - $4.6M
|
2.83K
$925K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 121.91% |
$292K - $4.6M
|
4.65K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.55KNew |
$291K - $4.59M
|
2.55K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.55K+ 535.29% |
$291K - $4.59M
|
3.02K
$988K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.55KNew |
$291K - $4.58M
|
2.55K
$832K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.52K+ 1218.36% |
$288K - $4.54M
|
2.73K
$892K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.52KNew |
$288K - $4.54M
|
2.52K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.5K+ 1158.33% |
$286K - $4.5M
|
2.72K
$888K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.49KNew |
$284K - $4.47M
|
2.49K
$812K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.47KNew |
$282K - $4.44M
|
2.47K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.46K+ 813.91% |
$281K - $4.42M
|
2.76K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.39K+ 1005.04% |
$273K - $4.31M
|
2.63K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.37K+ 900.0% |
$271K - $4.26M
|
2.63K
$860K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.34K+ 900.0% |
$267K - $4.21M
|
2.6K
$850K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 139.16% |
$264K - $4.16M
|
3.97K
$1.3M
|