Purchases and Sales Made in Q4 2023 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.24KNew |
$697K - $1.5M
|
2.24K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.22K+ 34.18% |
$692K - $1.49M
|
8.73K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.22K+ 70.34% |
$691K - $1.49M
|
5.38K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.15KNew |
$671K - $1.44M
|
2.15K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.12K+ 16.03% |
$660K - $1.42M
|
15.4K
$5.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.1K+ 806.54% |
$653K - $1.41M
|
2.36K
$770K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.04K+ 11.36% |
$636K - $1.37M
|
20K
$6.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.94K+ 27.01% |
$603K - $1.3M
|
9.11K
$2.98M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.66K+ 151.6% |
$516K - $1.11M
|
2.75K
$899K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.59KNew |
$494K - $1.07M
|
1.59K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.59K+ 12.1% |
$494K - $1.06M
|
14.7K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.51K+ 83.14% |
$470K - $1.01M
|
3.32K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.44K+ 39.21% |
$447K - $963K
|
5.1K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.36K+ 89.95% |
$424K - $913K
|
2.87K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.34KNew |
$417K - $897K
|
1.34K
$437K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.32K+ 12.1% |
$411K - $886K
|
12.2K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.32K+ 17.1% |
$411K - $886K
|
9.05K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.2KNew |
$374K - $805K
|
1.2K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1.2KNew |
$374K - $805K
|
1.2K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.19K+ 6.95% |
$371K - $799K
|
18.3K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.19KNew |
$369K - $795K
|
1.19K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 20.2% |
$366K - $787K
|
6.99K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.17K+ 42.89% |
$364K - $783K
|
3.89K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.15KNew |
$358K - $771K
|
1.15K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.14K+ 35.08% |
$356K - $766K
|
4.4K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 10.14% |
$339K - $731K
|
11.8K
$3.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.05KNew |
$327K - $705K
|
1.05K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.05KNew |
$326K - $703K
|
1.05K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
1.03KNew |
$321K - $691K
|
1.03K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
999+ 99.8% |
$311K - $670K
|
2K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
962New |
$299K - $645K
|
962
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
954+ 82.6% |
$297K - $640K
|
2.11K
$689K
|
|
|
May 14, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
950+ 380.0% |
$296K - $637K
|
1.2K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
950New |
$296K - $637K
|
950
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
948New |
$295K - $636K
|
948
$310K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
947+ 268.27% |
$295K - $635K
|
1.3K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
927+ 2.87% |
$289K - $622K
|
33.2K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
895New |
$279K - $600K
|
895
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
839New |
$261K - $563K
|
839
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
833New |
$259K - $559K
|
833
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
793+ 14.42% |
$247K - $532K
|
6.29K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
788+ 46.52% |
$245K - $529K
|
2.48K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
762+ 20.01% |
$237K - $511K
|
4.57K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
727New |
$226K - $488K
|
727
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
722+ 361.0% |
$225K - $484K
|
922
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
715+ 27.63% |
$223K - $480K
|
3.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
712New |
$222K - $478K
|
712
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
700+ 77.78% |
$218K - $469K
|
1.6K
$523K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
700+ 47.11% |
$218K - $469K
|
2.19K
$714K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
696New |
$217K - $467K
|
696
$227K
|