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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
373+ 9.57% |
$116K - $250K
|
4.27K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
366+ 7.7% |
$114K - $245K
|
5.12K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
360New |
$112K - $241K
|
360
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
348+ 152.63% |
$108K - $233K
|
576
$195K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
346New |
$108K - $232K
|
346
$117K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
342New |
$106K - $229K
|
342
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
333New |
$104K - $223K
|
333
$112K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
332+ 19.76% |
$103K - $223K
|
2.01K
$680K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
330New |
$103K - $221K
|
330
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
328New |
$102K - $220K
|
328
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
325New |
$101K - $218K
|
325
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
320New |
$99.6K - $215K
|
320
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
312+ 12.77% |
$97.1K - $209K
|
2.76K
$930K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
312+ 38.95% |
$97.1K - $209K
|
1.11K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
311+ 307.92% |
$96.8K - $209K
|
412
$139K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
303+ 43.98% |
$94.3K - $203K
|
992
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
300+ 7.92% |
$93.4K - $201K
|
4.09K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
298+ 851.43% |
$92.8K - $200K
|
333
$112K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
291+ 5.74% |
$90.6K - $195K
|
5.36K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
279New |
$86.9K - $187K
|
279
$94.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
259+ 8.27% |
$80.6K - $174K
|
3.39K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
253+ 21.81% |
$78.8K - $170K
|
1.41K
$477K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
250+ 25.0% |
$77.8K - $168K
|
1.25K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
241+ 6.28% |
$75K - $162K
|
4.08K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
237New |
$73.8K - $159K
|
237
$80K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
236+ 28.06% |
$73.5K - $158K
|
1.08K
$364K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
230+ 4600.0% |
$71.6K - $154K
|
235
$79.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
208+ 21.33% |
$64.8K - $140K
|
1.18K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
207+ 1035.0% |
$64.4K - $139K
|
227
$76.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
205New |
$63.8K - $137K
|
205
$69.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$62.3K - $134K
|
200
$67.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
185+ 25.73% |
$57.6K - $124K
|
904
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
185+ 1.74% |
$57.6K - $124K
|
10.8K
$3.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
173+ 0.87% |
$53.9K - $116K
|
19.9K
$6.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
166+ 9.53% |
$51.7K - $111K
|
1.91K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
164+ 12.42% |
$51.1K - $110K
|
1.48K
$501K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
155+ 5.63% |
$48.3K - $104K
|
2.91K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
155+ 15.59% |
$48.3K - $104K
|
1.15K
$388K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
150+ 21.43% |
$46.7K - $101K
|
850
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
142+ 5.27% |
$44.2K - $95.2K
|
2.84K
$958K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
140New |
$43.6K - $93.9K
|
140
$47.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
138+ 12.56% |
$43K - $92.6K
|
1.24K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
130+ 13.35% |
$40.5K - $87.2K
|
1.1K
$373K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
119New |
$37K - $79.8K
|
119
$40.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
112+ 14.34% |
$34.9K - $75.1K
|
893
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
112+ 13.9% |
$34.9K - $75.1K
|
918
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$33.6K - $72.4K
|
108
$36.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
106+ 9.18% |
$33K - $71.1K
|
1.26K
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100+ 10.16% |
$31.1K - $67.1K
|
1.08K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
99+ 25.32% |
$30.8K - $66.4K
|
490
$165K
|